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Portfolio Managers

The Fund is managed by a team of investment professionals. All of the individuals that work on the Fund do so in a coordinated manner, but with varying levels of responsibility and oversight. The fixed income team at Boyd Watterson believes the primary driver of fixed income alpha is the result of properly identifying macroeconomic trends. As leaders of Boyd Watterson’s Macro and Fixed Income Investment Policy Committees, Brian Gevry, Brian Convery, and Mike Vandenbossche are responsible for setting and monitoring the general risk levels for the Fund. The day to day management of the Fund, which includes managing the cash flows of the Fund, making asset allocation decisions, security selection and trade execution, is the responsibility of Michael J. Krushena, Brad Fush, and David Dirk. The SAI provides additional information about each of these team members’ compensation, other accounts managed by the portfolio managers, and each portfolio manager’s ownership in the Fund.

Brian Convery, CFA

Position: Executive Vice President, Co-Chief Investment Officer
Categories: Portfolio Manager
Location: Managers

Brian A. Convery, CFA, is the Co-CIO of Boyd Watterson, responsible with the CIO for developing and overseeing investment strategies for the company. He is the primary portfolio manager for Boyd Watterson’s private state government fund and a member of the Real Estate Investment Committee. In addition, Brian manages the company’s research and quantitative teams. Brian joined Boyd Watterson Asset Management in 2011. Prior to joining the company, Brian was a senior investment analyst with Key Private Bank in Cleveland. Previously, he was a partner at WR Huff Asset Management. Brian has also served as a management consultant with Deloitte Touche Tohmatsu Ltd. Brian holds a CFA Charter from CFA Institute, an MBA from Georgetown University, and a BA from the University of Dayton. He is a member of the CFA Society of Cleveland and CFA Institute.

Brian Convery, CFA

Executive Vice President, Co-Chief Investment Officer

Cleveland, OH

David Dirk, CFA

Position: Executive Vice President, Director of Portfolio Management and Trading
Categories: Portfolio Manager
Location: Managers

David M. Dirk, CFA, is Director of Portfolio Management and Trading. David joined Duff & Phelps Investment Management Co., predecessor to Boyd Watterson, in 1996. David holds a CFA Charter from CFA Institute, an MBA from Case Western Reserve University, and a BA from Baldwin Wallace University. He is also a member of the CFA Society of Cleveland and CFA Institute.

David Dirk, CFA

Executive Vice President, Director of Portfolio Management and Trading

Cleveland, OH

Brian Gevry, CFA

Position: Chief Executive Officer, Co-Chief Investment Officer
Categories: Portfolio Manager
Location: Managers

Brian L. Gevry, CFA, is CEO and Co-CIO of Boyd Watterson Asset Management, LLC, responsible for the strategic leadership of the firm and the oversight of the firm’s investment processes and committees. Brian also serves as Chairman of the Real Estate Investment Committee. Prior to his role as CEO, Brian served as Boyd Watterson’s chief operating officer from 2000–2006. Previous leadership roles with the firm include executive vice president and member of the Operating Committee of Duff & Phelps Investment Management Co., Boyd Watterson’s predecessor firm. Brian also held positions as a fixed income portfolio manager and senior strategist on the Conservative Value Equity and Fixed Income committees. Brian began his career with the firm in 1991. Brian holds a CFA Charter from CFA Institute, an MBA from Case Western Reserve University, and a BA from Cleveland State University. He is a member of CFA Society Cleveland and of CFA Institute.

Brian Gevry, CFA

Chief Executive Officer, Co-Chief Investment Officer

Cleveland, OH

Michael Krushena, CFA

Position: Executive Vice President, Deputy Chief Investment Officer, Fixed Income
Categories: Portfolio Manager
Location: Managers

Michael J. Krushena, CFA, is Deputy CIO of Fixed Income focusing on the high yield and securitized sectors. Prior to joining Boyd Watterson Asset Management in 2017, Michael was the deputy chief investment officer for the Retirement Systems of the City of Detroit. Earlier in his career, Michael served as a senior portfolio manager with Ambassador Capital Management and Munder Capital Management. At both institutions, Michael was a member of the Corporate Credit Strategy team and traded the corporate and asset-backed sectors. He also managed Munder Capital Management’s Enhanced Core institutional composite and the Munder Bond Fund. Michael started his investment career with First Chicago Capital Markets in 1995. Michael holds a CFA Charter from CFA Institute, an MBA from the University of Michigan, and a BA from the University of Michigan. He is also a member of the CFA Society of Detroit and the CFA Institute.

Michael Krushena, CFA

Executive Vice President, Deputy Chief Investment Officer, Fixed Income

Bloomfield Hills, MI

Mike Vandenbossche, CFA

Position: Executive Vice President, Chief Investment Officer, Fixed Income
Categories: Portfolio Manager
Location: Managers

Mike R. Vandenbossche, CFA, is CIO of Fixed Income and oversees the company’s fixed income strategies. Mike joined Boyd Watterson Asset Management in 2014. Prior to joining the company, Mike was a portfolio manager with Ambassador Capital Management and Munder Capital Management. At Munder, he was a member of the investment strategy team, headed the captive insurance team and managed the corporate and CMBS sectors. Prior to joining Munder, Mike managed institutional fixed income portfolios for Victory Capital Management. Mike started his investment career at First of America Bank in 1990, holding multiple positions including portfolio manager, asset/liability manager, and municipal analyst. Mike holds a CFA Charter from CFA Institute, an MBA from Western Michigan University, and a BA from Central Michigan University.  He is also a member of the CFA Society of Detroit and CFA Institute.

Mike Vandenbossche, CFA

Executive Vice President, Chief Investment Officer, Fixed Income

Bloomfield Hills, MI

S. Brad Fush, CFA

Position: Executive Vice President, Director of Credit Research
Categories: Portfolio Manager
Location: Managers

S. Brad Fush, CFA, is Director of Credit Research for the company’s fixed income strategies.  Brad joined Boyd Watterson Asset Management in 2019.  Prior to joining the company, Brad was the Director of Credit Research for Incore Capital Management and Munder Capital Management.  At Incore, he was a senior member of the investment strategy committee and focused on credit analysis and credit modeling for the corporate sector.  Brad started his career at Comerica Bank holding multiple positions including Manager, Commercial Lender and Commercial Credit Analyst.  Brad holds a CFA Charter from the CFA Institute, an MS in Accounting and MBA in Finance from Wayne State University, and a BA in Economics from Albion College.  He is also a member of the CFA Society of Detroit and the CFA Institute.

S. Brad Fush, CFA

Executive Vice President, Director of Credit Research

Bloomfield Hills, MI

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    Prospectus Disclosure: Investors should carefully consider the investment objectives, risks, charges and expenses of the Boyd Watterson Limited Duration Enhanced Income Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained at www.boydwattersonfunds.com or by calling 1-877-345-9597. The prospectus should be read carefully before investing. The Boyd Watterson Limited Duration Enhanced Income Fund is distributed by Northern Lights Distributors, LLC, member FINRA/SIPCBoyd Watterson Asset Management, LLC is not affiliated with Northern Lights Distributors, LLC

    For more information, please visit www.finra.org and https://www.sipc.org/.

    Important Risk Disclosures: Investments in Mutual Funds involve risk including possible loss of principal. The risk that if the Fund’s strategy for allocating assets among different assets classes does not work as intended, the Fund may not achieve its objective or may underperform other funds with the same or similar investment strategy. The market for bank loans may not be highly liquid and the Fund may have difficulty selling them. These investments expose the Fund to the credit risk of both the financial institution and the underlying borrower. Longer-term securities may be more sensitive to interest rate changes. Given the recent, historically low interest rates and the potential for increases in those rates, a heightened risk is posed by rising interest rates to a fund whose portfolios include longer-term fixed income securities. The net asset value of the Fund will fluctuate based on changes in the value of the U.S. and/or foreign equity securities held by the Fund. When the Fund invests in fixed income securities, the value of your investment in the Fund will fluctuate with changes in interest rates. Because the Fund’s investments may include foreign securities, the Fund is subject to risks beyond those associated with investing in domestic securities. 

    Foreign companies are generally not subject to the same regulatory requirements of U.S. companies thereby resulting in less publicly available information about these companies. The interest rate on hybrid corporate securities can fluctuate from fixed to floating rate, which creates uncertainty regarding the interest rate that maybe received. When the Fund invests in other investment companies (such as ETFs and closed end funds), it will bear additional expenses based on its pro rata share of the other investment company’s operating expenses, including the potential duplication of management fees. The value of a specific security can be more volatile than the market as a whole and may perform worse than the market as a whole. Lower-quality bonds, known as “high yield” or “junk” bonds, present greater risk than bonds of higher quality, including an increased risk of default. The Fund is a new mutual fund and has a limited history of operations for investors to evaluate. The Adviser’s reliance on its strategy and judgments about the attractiveness, value and potential appreciation of particular securities and the tactical allocation among the Fund’s investments may prove to be incorrect and may not produce the desired results. Preferred securities may pay fixed or adjustable rates of return. The earnings and prospects of small and medium sized companies are more volatile than larger companies and may experience higher failure rates than larger companies. Treasury obligations may differ in their interest rates, maturities, times of issuance and other characteristics.