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Brian Convery

Executive Vice President/ Co-Chief Investment Officer at Boyd Watterson Asset Management

Investment adviser registrationCleveland, OH

Brian Convery is Executive Vice President/ Co-Chief Investment Officer of Boyd Watterson Asset Management, LLC, a Cleveland investment adviser managing $18.8B. Brian Convery has been registered as an investment adviser representative through Boyd Watterson Asset Management since 28 March 2012, has 14 years in the industry across 1 firm and has passed the Series 7.

14
Years in industry
14
Years at firm
1
Adviser firms
1
States registered

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Brian Convery has been Executive Vice President/ Co-Chief Investment Officer of Boyd Watterson Asset Management since August 2019. Brian Convery is a control person of the firm and directly owns under 5% of it.

Boyd Watterson Asset Management, LLC is a Cleveland, OH firm with $18.8B under management, 1,102 clients and 51 advisers across 9 offices, as of its March 2026 filing.

Convery’s profile describes his work co-leading investment processes and supervising the Research Team.

  1. Boyd Watterson Asset Management, LLCCurrent
    – present · 14 years
    Cleveland, OH · Adviser representative · Firm CRD 107808

Credentials and registrations

Investment adviser representative registrations

Ohio28 March 2012
Status
Approved

Examinations

Series 716 June 2010
Name
General Securities Representative Examination

Individual record

Full name
Brian A Convery
CRD
5768036
Office
1301 EAST 9TH STREET, SUITE 2900, Cleveland, OH 44114-3179
Firm bio
boydwatterson.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Brian Convery work?

Brian Convery has been Executive Vice President/ Co-Chief Investment Officer of Boyd Watterson Asset Management, LLC since August 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Is Brian Convery a financial advisor?

Yes. Brian Convery has a current investment-adviser registration in Ohio, through Boyd Watterson Asset Management since March 2012.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Brian Convery have?

Brian Convery has 14 years in the financial industry, since March 2012, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Brian Convery passed?

Brian Convery passed the Series 7 in June 2010.

Source: IAPD individual record, checked 18 October 2026

Where is Brian Convery based?

Brian Convery’s registered office is in Cleveland, OH.

Source: IAPD individual record, checked 18 October 2026

Leadership at Boyd Watterson Asset Management

Sources

  1. IAPD individual record, CRD 5768036. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Boyd Watterson Asset Management, LLC, filed 31 March 2026. Title, control and ownership bands.
  3. Boyd Watterson Asset Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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