Invesco
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About Us

Officers

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 Manager

We 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.


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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.


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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.


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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.


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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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