Richard J. King, CFA, President and Chief Executive Officer
John M. Anzalone, CFA, Chief Investment Officer
Donald R. Ramon, Chief Financial Officer
Robson J. Kuster, CFA, Head of Research
Jason Marshall, Portfolio ManagerWe are externally
managed by Invesco Advisers,
Inc., a subsidiary of Invesco Ltd. Our
Manager provides us with our management
team, including our officers, along with
appropriate support personnel. Each of our
officers is an employee of our Manager or
one of its affiliates. We do not have
employees since our Manager provides all of
our support functions.
Richard J. King, CFA, President and Chief
Executive Officer
Mr. King is our President and Chief
Executive Officer. He is also the Head of
Fixed Income Investments for our Manager.
Mr. King has over 24 years of fixed income
investment expertise and is a member of the
Worldwide Fixed Income senior management
team of our Manager and its affiliates. Mr.
King joined Invesco in 2000 and has held
positions as Senior Portfolio Manager and
Product Manager for Core and Core Plus, Head
of the Structured Team, and Head of
Portfolio Management, leading a team
responsible for portfolio management of all
investment-grade domestic fixed income
portfolios. Prior to Invesco, Mr. King has
held positions with Security Benefit,
Criterion Investment Management, Bear
Stearns Asset Management, Ohio Public
Employees Retirement System, and Touche Ross
& Co. Mr. King received a Bachelor of
Science degree in Business Administration
from The Ohio State University. Mr. King is
a CFA charterholder.
John M. Anzalone, CFA, Chief Investment Officer
Mr. Anzalone is our Chief Investment
Officer. He is also a Senior Director and
Head of Research & Trading, Mortgage-Backed
Securities for our Manager and has over 20
years of fixed income investment experience.
Mr. Anzalone joined Invesco in 2002. As the
Head of the MBS group, he is responsible for
the application of investment strategy
across portfolios consistent with client
investment objectives and guidelines.
Additionally, the MBS team is responsible
for analyzing and implementing investment
actions in the residential and commercial
mortgage-backed securities sectors. Prior to
Invesco, Mr. Anzalone has held positions at
Advantus Capital Management, AgriBank FCB,
and Union Trust. Mr. Anzalone received a
Bachelor of Arts degree in Economics from
the Hobart College and a Masters of Business
Administration degree from the Simon School
at the University of Rochester. Mr. Anzalone
is a CFA charterholder.
Donald
R. Ramon, Chief Financial Officer
Mr. Ramon is our Chief Financial Officer.
Mr. Ramon has 22 years of banking and
financial institution experience which
includes five years working directly with
mortgage REITs. Mr. Ramon joined Invesco in
2009. Prior to Invesco, Mr. Ramon has held
positions with HomeBanc Corp., GE Capital
Corporation, and SunTrust Banks, Inc. Mr.
Ramon received a bachelor’s degree in
Accounting from the University of South
Florida. Mr. Ramon is a Certified Public
Accountant.
Robson J. Kuster, CFA, Head of Research
Mr. Kuster is our Head of Research. He is
also the Head of Structured Securities
Research for Worldwide Fixed Income for our
Manager. Mr. Kuster has over 14 years of
fixed income investment experience and
joined Invesco in 2002. Mr. Kuster is
responsible for overseeing all structured
securities positions across stable value and
total return platforms and is supported by a
team of seasoned analysts for our Manager.
Additionally, he is closely involved in all
structured product development efforts for
our Manager. Prior to joining Invesco, Mr.
Kuster has held positions with Bank One
Capital Markets and its affiliates. Mr.
Kuster received a Bachelor of Arts degree in
both Economics and American History from
Cornell College and a Masters of Business
Administration degree from DePaul
University. Mr. Kuster is a CFA
charterholder.
Jason Marshall, Portfolio Manager
Mr. Marshall is our Portfolio Manager.
Mr. Marshall is also a Portfolio Manager for
our Manager’s structured team with a focus
in the mortgage-backed sector. Mr. Marshall
has over 12 years of fixed income investment
experience and joined Invesco in 2007. Mr.
Marshall is responsible for providing
expertise for the mortgage-related focus
products for our Manager and working
collectively with the structured team of our
Manager to implement strategies throughout
the fixed income platform. Prior to joining
Invesco, Mr. Marshall worked for PNC
Financial Services Group, Inc., Mr. Marshall
received his Bachelor of Science degree in
Finance from the Indiana University of
Pennsylvania and a Masters of Business
Administration degree with a concentration
in Finance from Duquesne University.
The CFA designation is globally
recognized and attests to a charterholder’s
success in a rigorous and comprehensive
study program in the field of investment
management and research analysis.
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