Career
Brian Gevry has been CEO / Co-Chief Investment Officer of Boyd Watterson Asset Management since January 2006. Brian Gevry 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.
Boyd Watterson says Gevry oversees investment processes and committees at Boyd Watterson Global Asset Management Group LLC and previously held management roles at predecessor Duff & Phelps.
- – present · 26 yearsCleveland, OH · Adviser representative · Firm CRD 107808
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Ohio | Approved | 13 June 2000 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 June 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 May 1994 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
Individual record
- Full name
- Brian Lee Gevry
- CRD
- 2456218
- Office
- 1301 EAST NINTH STREET, SUITE 2900, Cleveland, OH 44114
- Firm bio
- boydwatterson.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Brian Gevry work?
Brian Gevry has been CEO / Co-Chief Investment Officer of Boyd Watterson Asset Management, LLC since January 2006, and is a control person of the firm.
Is Brian Gevry a financial advisor?
Yes. Brian Gevry has a current investment-adviser registration in Ohio, through Boyd Watterson Asset Management since June 2000.
How many years of experience does Brian Gevry have?
Brian Gevry has 26 years in the financial industry, since June 2000, across 1 adviser firm.
What exams has Brian Gevry passed?
Brian Gevry has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in May 1994.
Where is Brian Gevry based?
Brian Gevry’s registered office is in Cleveland, OH.
Leadership at Boyd Watterson Asset Management
- Michael BeeExecutive Vice President
- Brian ConveryExecutive Vice President/ Co-Chief Investment Officer
- Timothy HylandPresident, National Director of Sales and Marketing
- Christopher RiedExecutive Vice President, Chief Financial Officer
- Thomas TarantinoExecutive Vice President, Chief Operating Officer, Chief Legal Officer, Chief Compliance Officer
- James WalerExecutive Vice President/Chief Technology Officer
- Donald HaischGlobal Chief Financial Officer, Global Head of Human Resources