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Name | Title | Since | Until |
---|---|---|---|
Craig Leopold | Vice President | 2022 | Now |
Biography | Mr. Leopold has been associated with Invesco and/or its affiliates since 2022. He joined the Columbia Management Investment Advisers, LLC in May 2010 when it acquired the long-term asset management business of Columbia Management Group, where he worked as an investment professional since 2003. Mr. Leopold began his investment career in 1989 and earned a B.B.A. from Adelphi University and an M.B.A. from Fordham University. | ||
Peter Santoro | Portfolio Manager | 2021 | Now |
Biography | Peter Santoro is a Senior Portfolio Manager for the Multi-Cap Value team at Invesco. He is a Lead Portfolio Manager for the Dividend Value strategies. Mr. Santoro joined Invesco in 2021. Prior to joining the firm, he was a senior portfolio manager at Columbia Threadneedle Investments on multiple equity strategies. He joined one of the Columbia Threadneedle Investments legacy firms in 2003. Before that, Mr. Santoro served as an equity analyst for Rockefeller & Company, concentrating on the global consumer sector. He has been in the industry since 1996. Mr. Santoro earned a BA degree, cum laude, in history from Amherst College. He is a Chartered Financial Analyst ® (CFA) charterholder. | ||
Caroline Le Feuvre | Senior equities analyst | 2020 | Now |
Biography | Caroline Le Feuvre is a senior equities analyst on the Dividend Value team. Ms. Le Feuvre joined Invesco in 2014 and entered the industry in 2006. Previously, she joined Barrow Hanley Mewhinney & Strauss as an equity analyst in 2012 where her primary research responsibilities included coverage of both domestic and international stocks within the consumer sector. She has also served as an equity analyst with Morgan Stanley Investment Management. Ms. Le Feuvre earned a BS degree in commerce with distinction from the University of Virginia and an MBA from the Stanford University Graduate School of Business. | ||
Christopher McMeans | Portfolio Manager | 2016 | Now |
Biography | Chris McMeans, CFA, Portfolio Manager, who has been responsible for the Fund since September 2017 and has been associated with Invesco and/or its affiliates since 2008. Prior to joining Invesco in 2008, Mr. McMeans was an equity research analyst for Lighthouse Capital Management. Previously, he was an equity support analyst for Morgan Stanley Investment Management’s Van Kampen subsidiary. He entered the industry in 1999. Mr. McMeans earned a BA degree in economics from The University of Texas at Austin and an MBA with honors from the University of Houston. He is a CFA charterholder. | ||
Rob Botard, CFA | Portfolio Manager | 2014 | 2022 |
Biography | Rob joined Crossmark in 2022 and serves as Managing Director - Portfolio Manager within the Equity Investments team. Rob has more than 30 years of investment management experience. Prior to joining Crossmark, he served as a portfolio manager at Invesco focusing primarily on the company's dividend value investment strategies. Rob holds a B.B.A. in Finance and International Business for the University of Texas at Austin and a Master of international Management from Thunderbird, The American Graduate School of International Management. He is also a CFA charterholder. | ||
Meggan M. Walsh | Senior Portfolio Manager | 2010 | 2021 |
Biography | Meggan Walsh is a senior portfolio manager for Invesco and head of the Dividend Value Team. Ms. Walsh is the architect of Invesco’s diversified dividend investment process, established in 2002 as Invesco Diversified Dividend Fund. Her professional investment experience includes more than 10 years as a fixed income manager and more than 15 years as an equity manager. Ms. Walsh has been in the investment business since 1987. She joined Invesco in 1991 as a trader of short-term taxable fixed-income securities and was promoted to vice president and portfolio manager in the long-term fixed-income | ||
Kristina Bradshaw | Portfolio Manager | 2014 | 2020 |
Biography | Kristina Junco Bradshaw is a Portfolio Manager and a member of the Dividend Value team. Ms. Bradshaw joined Invesco in 2005 as a summer intern and returned in 2006 upon completion of her master’s degree as an equities analyst. She assumed her current position in 2014. Previously, she served as a financial analyst from 2002 to 2004 in the Investment Banking division of Morgan Stanley’s Global Energy and Utilities group. She began her career in 2001 as a financial analyst intern in the Investment Banking division of Merrill Lynch’s Global Industries group. Ms. Bradshaw earned an MBA from Stanford University’s Graduate School of Business and a BBA with honors from The University of Texas at Austin. She is a CFA charterholder. | ||
Jonathan Harrington | Portfolio Manager | 2010 | 2014 |
Biography | Jonathan Harrington joined Invesco in 2001 in its corporate associate rotation program, working with fund managers throughout Invesco. Prior to joining Invesco, Mr. Harrington was a research associate and assistant portfolio manager from 1996 to 1999 with Putnam Investments. He performed equity research with Fidelity Investments from 1993 to 1996. Mr. Harrington earned a Bachelor of Arts degree in history and philosophy from Dartmouth College. He also earned a Master of Business Administration degree from the Kellogg Graduate School of Management at Northwestern University. He is a CFA charterholder. | ||
Jordan M. Floriani | Vice President, Associate Portfolio Manager | 2008 | 2010 |
Biography | Jordan Floriani, CFA is a Principal and Portfolio Manager for Affinity Investment Advisors, LLC and has 12 years of investment experience. Her previous work experience includes Portfolio Manager and Vice President at Morgan Stanley Investment Management and Invesco, Ltd., and Assistant to the Branch Manager of the Scottsdale, AZ complex of First Union Securities. Jordan received her B.S. in Business Administration from the University of Southern California. She holds the Chartered Financial Analyst designation. | ||
Gregory Robert Lai | Portfolio Manager | 2008 | 2010 |
Biography | Gregory Lai, CFA, has been a Principal and Lead Portfolio Manager for Affinity since 1992. He developed the firm’s quantitative stock selection, risk management, and portfolio construction models. Gregory R. Lai has been a Principal and Lead Portfolio Manager for Affinity since 1992. From 2007 to 2010, he served as Senior Portfolio Manager and Managing Director at Morgan Stanley Investment Management and Invesco Ltd., heading the U.S. Active Equity team. Previous work experience includes Senior Portfolio Manager and Managing Director at Morgan Stanley Investment Management, Van Kampen and Invesco, Ltd., as well as Quantitative Specialist and co-portfolio manager at Pacific Investment Management Company (PIMCO)(1988 to 1992). Greg received a B.S. from UCLA and M.B.A from the University of California, Irvine. He holds the Chartered Financial Analyst designation. |
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