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Nome | Título | Desde | Até |
---|---|---|---|
Joshua Cooney | Portfolio Manager | 2022 | Agora |
Biografia | Joshua Cooney has been associated with Invesco and/or its affiliates since 1999. | ||
Julius Williams | Portfolio Manager | 2020 | Agora |
Biografia | Julius Williams is a Senior Portfolio Manager for Invesco municipal strategies. Mr. Williams entered the industry in 2000. Prior to joining Invesco, he was a portfolio manager and trader for municipal funds at Van Kampen. He joined Invesco in 2010 when the firm combined with Van Kampen. Mr. Williams earned a BA degree in economics and sociology, and a Master of Education degree in educational psychology from the University of Virginia. | ||
Eddie Bernhardt | - | 2020 | Agora |
Biografia | Eddie Bernhardt serves as head of Invesco Managed Accounts. He is responsible for the portfolio management of the Tax-Free, Tax-Aware, Taxable and Impact investment strategies. Prior to joining IFI, Eddie traded taxable and municipal bonds at Wells Fargo Securities, and also constructed high net worth fixed income portfolios for the firm’s Private Client Services group. Additionally, he was a portfolio manager with a regional banker’s bank for credit unions. Eddie holds a B.A. from the University of California at Santa Cruz. He is also a CFA charterholder and is a member of the CFA Society of Portland. | ||
Tim Benzel | - | 2020 | Agora |
Biografia | Tim Benzel serves as Senior Portfolio Manager of Invesco Managed Accounts and is responsible for the portfolio management of the Tax Free, Tax-Aware, Taxable, Credit and Impact investment strategies. Prior to joining IFI, Tim was an assistant fixed income portfolio manager at Neuberger Berman Private Asset Management, where his responsibilities included credit analysis and trading. Tim holds a B.S. from Linfield College. He is also a CFA charterholder and is a member of the CFA Society of Seattle. | ||
Tim O'Reilly | - | 2020 | Agora |
Biografia | Mr. O'Reilly joined Invesco in 2010 when the firm combined with Van Kampen, where he served as a senior unit trust fixed income portfolio manager, with responsibilities that included fixed income trading, risk management and credit analysis. He has a diverse knowledge base, with trading experience in municipals, corporates and equities. He joined Van Kampen in 2001. Mr. O'Reilly earned a BS degree in finance from Eastern Illinois University and an MBA in finance from the University of Illinois at Chicago. He holds the Series 7, 63 and 79 registrations." | ||
Galen True | - | 2020 | Agora |
Biografia | Galen True, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2019. From 2017 to 2019, he was associated with OppenheimerFunds, a global asset management firm. Prior to joining OppenheimerFunds, he was employed by SNW Asset Management from 2009 to 2017, where he served as Portfolio Manager. | ||
Mark Paris | Senior Portfolio Manager | 2019 | Agora |
Biografia | Mark Paris is Chief Investment Officer and Head of Municipal Strategies for Invesco Fixed Income. In this capacity, he is responsible for the oversight and implementationof all municipal bond strategies. Mr. Paris entered the financial industry in 1990 and joined Invesco in 2010 when the firm combined with Van Kampen investments. Prior to joining the firm, Mr. Paris was a trader and then a portfolio manager on the muncipal fixed income team at Morgan Stanley/Van Kampen, which he joing in 2002. He also was previously a trader and portfolio manager at Oppenheimer Funds, head underwriter at Chase Manhattan Bank, and a trader and underwriter at NatWest Bank. Mr. Paris earned a BBA in finance from Baruch College of the City University of New York. | ||
Charles S. Pulire | Senior Portfolio Manager | 2010 | 2020 |
Biografia | Charlie S. Pulire is a Senior Portfolio Manager, Municipal Bond Strategies and is jointly responsible for the day-to-day management of the Municipal Bond Strategies team. Mr. Pulire joined the Adviser in September 2024, following the transfer of the Municipal Bond Strategies team from Principal Street Partners (“Principal Street”) to the Adviser. At Principal Street, Mr. Pulire held the same title. From 2006 to 2020, he was a senior portfolio manager on the municipal bond team at OppenheimerFunds and then Invesco. Prior to that, he worked at Wise Construction Corporation in Boston and served as a structural engineer on nuclear submarines for the U.S. Department of Defense in New Hampshire. Mr. Pulire has been in the municipal bond industry since 2005. Mr. Pulire earned a BS degree in civil engineering from the University of Maine and an MBA in finance and corporate accounting from the William E. Simon Graduate School of Business Administration at the University of Rochester. Mr. Pulire has held a Chartered Financial Analyst® (CFA) designation since 2012, and is a member of the CFA Institute and the CFA Society of Rochester. | ||
Michael L. Camarella | Associate Portfolio Manager | 2008 | 2020 |
Biografia | Mr. Camarella has been a Vice President and Senior Portfolio Manager of the OppenheimerFunds Inc since January 2011. He was an Assistant Vice President of OppenheimerFunds Inc from July 2009 to December 2010 and an Associate Portfolio Manager with OppenheimerFunds Inc from January 2008 to December 2010. Camarella has been a research analyst of OppenheimerFunds since February 2006. Camarella was a credit analyst of the manager from June 2003 to January 2006. Prior to joining the firm, he was employed as an investment banking analyst for Wachovia Securities in Charlotte, North Carolina. | ||
Elizabeth S. Mossow | Associate Portfolio Manager | 2013 | 2018 |
Biografia | Mrs. Mossow has been a Senior Portfolio Manager of OppenheimerFunds, Inc since January 2017 and a Vice President of OppenheimerFunds, Inc since January 2016. She was a Portfolio Manager of OppenheimerFunds, Inc from January 2016 to January 2017. Mrs. Mossow has been an Assistant Vice President of Oppenheimer since January 2011 and an Associate Portfolio Manager of the firm since June 2013. She was a Portfolio Research Analyst of the Sub-Adviser from June 2011 to June 2013 and was a Credit Analyst of the Sub-Adviser from May 2007 to May 2011. She was a Risk Management Analyst at Manning & Napier Associates from September 2006 to May 2007 and was an Analyst/Trading Assistant at The Baupost Group from August 2000 to March 2006. Mrs. Mossow is a portfolio manager and a trader for the Fund and other Oppenheimer funds. |
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