董事介绍
注:董事持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Robert L. Fleshman | 男 | Non-Executive Director | 63 | 未披露 | 未持股 | 2026-03-31 |
| Katharine W. Kelley | 女 | Non-Executive Director | 61 | 未披露 | 未持股 | 2026-03-31 |
| W. Wesley McMullan | 男 | Non-Executive Director | 61 | 未披露 | 未持股 | 2026-03-31 |
| Robert B. Waldner Jr. | 男 | Director | 60 | 未披露 | 未持股 | 2026-03-31 |
| -- | 男 | Chair of the Board | 64 | 未披露 | 未持股 | 2026-03-31 |
高管介绍
注:高管持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| David Lyle | 男 | Chief Operating Officer | 47 | 未披露 | 未持股 | 2026-03-31 |
| Kevin Collins | 男 | President | 46 | 未披露 | 未持股 | 2026-03-31 |
| Brian P. Norris | 男 | Chief Investment Officer | 50 | 未披露 | 未持股 | 2026-03-31 |
| Mark Gregson | 男 | Chief Financial Officer | 51 | 未披露 | 未持股 | 2026-03-31 |
| John M. Anzalone | 男 | Chief Executive Officer | 61 | 1.50万美元 | 未持股 | 2026-03-31 |
董事简历
中英对照 |  中文 |  英文- Robert L. Fleshman
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Robert L. Fleshman,于2024年11月8日被任命为董事。Fleshman先生于2002年至2024年6月期间担任Deloitte & Touche LLP的合伙人,领导并就不同行业的复杂审计业务提供建议,特别是在房地产和金融服务领域。在德勤任职期间,他担任了六年德勤东南房地产业务的房地产业务负责人,并担任了七年德勤佐治亚州和阿拉巴马州业务的审计业务负责人。在加入德勤之前,Fleshman先生是Arthur Andersen LLP的合伙人。Fleshman先生是NAREIT的成员,也是德勤在最佳财务实践委员会的前代表。他拥有弗吉尼亚理工大学会计学学士学位,是一名注册会计师(CPA)。
Robert L. Fleshman,was appointed as a director on November 8, 2024. Mr. Fleshman served as a Partner at Deloitte & Touche LLP from 2002-June 2024, leading and advising on complex audit engagements across diverse sectors, particularly in real estate and financial services. During his tenure at Deloitte, he served for six years as the Real Estate Practice Leader for Deloitte's Southeastern Real Estate Practice and for seven years as the Audit Practice Leader for Deloitte's Georgia and Alabama operation. Prior to joining Deloitte, Mr. Fleshman was a Partner at Arthur Andersen LLP. Mr. Fleshman is a member of NAREIT and a former Deloitte representative on the Best Financial Practices Committee. He holds a B.S. in Accounting from Virginia Tech and is a Certified Public Accountant (CPA). - Robert L. Fleshman,于2024年11月8日被任命为董事。Fleshman先生于2002年至2024年6月期间担任Deloitte & Touche LLP的合伙人,领导并就不同行业的复杂审计业务提供建议,特别是在房地产和金融服务领域。在德勤任职期间,他担任了六年德勤东南房地产业务的房地产业务负责人,并担任了七年德勤佐治亚州和阿拉巴马州业务的审计业务负责人。在加入德勤之前,Fleshman先生是Arthur Andersen LLP的合伙人。Fleshman先生是NAREIT的成员,也是德勤在最佳财务实践委员会的前代表。他拥有弗吉尼亚理工大学会计学学士学位,是一名注册会计师(CPA)。
- Robert L. Fleshman,was appointed as a director on November 8, 2024. Mr. Fleshman served as a Partner at Deloitte & Touche LLP from 2002-June 2024, leading and advising on complex audit engagements across diverse sectors, particularly in real estate and financial services. During his tenure at Deloitte, he served for six years as the Real Estate Practice Leader for Deloitte's Southeastern Real Estate Practice and for seven years as the Audit Practice Leader for Deloitte's Georgia and Alabama operation. Prior to joining Deloitte, Mr. Fleshman was a Partner at Arthur Andersen LLP. Mr. Fleshman is a member of NAREIT and a former Deloitte representative on the Best Financial Practices Committee. He holds a B.S. in Accounting from Virginia Tech and is a Certified Public Accountant (CPA).
- Katharine W. Kelley
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Katharine W. Kelley是Green Street Properties的所有者和总裁,Green Street Properties是一家总部位于亚特兰大的房地产开发和咨询公司,专注于打造城市填充、混合用途物业。2016年-2018年,Kelley女士担任国际私募股权和房地产开发公司Newport的执行副总裁-开发。在此之前,她曾在国际房地产私募股权公司Jamestown担任董事总经理,在多户和混合用途房地产开发公司Post Apartment Development担任开发高级副总裁。Kelley女士在北卡罗来纳大学教堂山分校获得文学学士学位,在哥伦比亚大学获得房地产开发理学硕士学位,并在哈佛大学获得工商管理硕士学位。
Katharine W. Kelley,is Owner and President of Green Street Properties, an Atlanta-based real estate development and consulting firm focused on creating urban infill, mixed-use properties. From 2016-2018, Ms. Kelley served as Executive Vice President-Development for Newport, an international private equity and real estate development firm. Prior to that, she served as Managing Director at Jamestown, an international real estate private equity firm, and Senior Vice President-Development at Post Apartment Development, a multifamily and mixed-use real estate development firm. Ms. Kelley received a Bachelor of Arts degree from the University of North Carolina at Chapel Hill, a Master of Science degree in Real Estate Development from Columbia University, and a Master of Business Administration from Harvard University. - Katharine W. Kelley是Green Street Properties的所有者和总裁,Green Street Properties是一家总部位于亚特兰大的房地产开发和咨询公司,专注于打造城市填充、混合用途物业。2016年-2018年,Kelley女士担任国际私募股权和房地产开发公司Newport的执行副总裁-开发。在此之前,她曾在国际房地产私募股权公司Jamestown担任董事总经理,在多户和混合用途房地产开发公司Post Apartment Development担任开发高级副总裁。Kelley女士在北卡罗来纳大学教堂山分校获得文学学士学位,在哥伦比亚大学获得房地产开发理学硕士学位,并在哈佛大学获得工商管理硕士学位。
- Katharine W. Kelley,is Owner and President of Green Street Properties, an Atlanta-based real estate development and consulting firm focused on creating urban infill, mixed-use properties. From 2016-2018, Ms. Kelley served as Executive Vice President-Development for Newport, an international private equity and real estate development firm. Prior to that, she served as Managing Director at Jamestown, an international real estate private equity firm, and Senior Vice President-Development at Post Apartment Development, a multifamily and mixed-use real estate development firm. Ms. Kelley received a Bachelor of Arts degree from the University of North Carolina at Chapel Hill, a Master of Science degree in Real Estate Development from Columbia University, and a Master of Business Administration from Harvard University.
- W. Wesley McMullan
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W.Wesley McMullan,于2024年6月24日获委任为董事。McMullan先生于2010年至2021年退休期间担任亚特兰大联邦Home Loan银行(“FHLBank Atlana”)的总裁兼首席执行官,该银行是一家政府资助的企业,结束了在亚特兰大FHLBank担任重要领导职务33年的职业生涯。他的专长涵盖广泛的金融学科,包括银行业、MBS和抵押贷款相关资产、SEC监管合规、资产和负债管理、投资组合管理、衍生品以及金融运营/系统集成。McMullan先生自2022年以来一直担任TCB Corporation和CountyBank的董事会成员,此前担任董事会成员,担任FHLBank财务办公室副主席和Pentegra,Inc.副主席。McMullan先生是一名特许金融分析师,并在克莱姆森大学获得金融学士学位。
W. Wesley McMullan,was appointed as a director on June 24, 2024. Mr. McMullan served as the President and CEO of the Federal Home Loan Bank of Atlanta ("FHLBank Atlanta"), a government-sponsored enterprise, from 2010 until his retirement in 2021, concluding a 33-year career at the FHLBank Atlanta in significant leadership capacities. His expertise encompasses a broad range of financial disciplines, including banking, MBS and mortgage-related assets, SEC regulatory compliance, asset and liability management, portfolio management, derivatives, and financial operations/systems integration. Mr. McMullan has served on the board of directors of TCB Corporation and Countybank since 2022, with previous board service as Vice Chair of FHLBank's Office of Finance and Vice Chair of Pentegra, Inc. Mr. McMullan is a chartered financial analyst and earned a B.S. in finance from Clemson University. - W.Wesley McMullan,于2024年6月24日获委任为董事。McMullan先生于2010年至2021年退休期间担任亚特兰大联邦Home Loan银行(“FHLBank Atlana”)的总裁兼首席执行官,该银行是一家政府资助的企业,结束了在亚特兰大FHLBank担任重要领导职务33年的职业生涯。他的专长涵盖广泛的金融学科,包括银行业、MBS和抵押贷款相关资产、SEC监管合规、资产和负债管理、投资组合管理、衍生品以及金融运营/系统集成。McMullan先生自2022年以来一直担任TCB Corporation和CountyBank的董事会成员,此前担任董事会成员,担任FHLBank财务办公室副主席和Pentegra,Inc.副主席。McMullan先生是一名特许金融分析师,并在克莱姆森大学获得金融学士学位。
- W. Wesley McMullan,was appointed as a director on June 24, 2024. Mr. McMullan served as the President and CEO of the Federal Home Loan Bank of Atlanta ("FHLBank Atlanta"), a government-sponsored enterprise, from 2010 until his retirement in 2021, concluding a 33-year career at the FHLBank Atlanta in significant leadership capacities. His expertise encompasses a broad range of financial disciplines, including banking, MBS and mortgage-related assets, SEC regulatory compliance, asset and liability management, portfolio management, derivatives, and financial operations/systems integration. Mr. McMullan has served on the board of directors of TCB Corporation and Countybank since 2022, with previous board service as Vice Chair of FHLBank's Office of Finance and Vice Chair of Pentegra, Inc. Mr. McMullan is a chartered financial analyst and earned a B.S. in finance from Clemson University.
- Robert B. Waldner Jr.
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Robert B. Waldner Jr.,是景顺固定收益(“IFI”)的首席策略师兼宏观研究主管。Waldner先生担任IFI投资策略团队主席,负责监督IFI的整体投资流程。他负责监督IFI投资组合的投资组合风险监测和审查。Waldner先生还领导IFI宏观投资组合管理团队的整体投资和业务战略,包括全球、新兴市场和宏观阿尔法团队。在2013年加入景顺之前,Waldner先生在富兰克林邓普顿工作了17年。在富兰克林邓普顿,他是高级策略师和高级投资组合经理。他曾是富兰克林绝对回报策略的牵头经理,也是固定收益政策委员会的成员。此前,Waldner先生是Omega Advisors宏观团队的成员,也是葛兰素史克(百慕大)有限公司的投资组合经理。他于1986年进入该行业。瓦尔德纳先生获得普林斯顿大学土木工程BSE学位,1986年以优异成绩毕业。他是一名特许金融分析师(CFA)租船合同持有人。
Robert B. Waldner Jr.,is Chief Strategist and Head of Macro Research for Invesco Fixed Income ("IFI"). Mr. Waldner chairs the IFI Investment Strategy team and is responsible for oversight of the overall IFI investment process. He oversees portfolio risk monitoring and review for IFI portfolios. Mr. Waldner also leads overall investment and business strategy for IFI Macro portfolio management teams including Global, Emerging Markets and Macro Alpha teams. Prior to joining Invesco in 2013, Mr. Waldner worked with Franklin Templeton for 17 years. At Franklin Templeton, he was a senior strategist and senior portfolio manager. He was the lead manager for Franklin absolute return strategies and a member of the Fixed Income Policy Committee. Previously, Mr. Waldner was a member of the macro team at Omega Advisors and a portfolio manager with Glaxo (Bermuda) Ltd. He entered the industry in 1986. Mr. Waldner earned a BSE degree in civil engineering from Princeton University, graduating magna cum laude in 1986. He is a Chartered Financial Analyst (CFA) charterholder. - Robert B. Waldner Jr.,是景顺固定收益(“IFI”)的首席策略师兼宏观研究主管。Waldner先生担任IFI投资策略团队主席,负责监督IFI的整体投资流程。他负责监督IFI投资组合的投资组合风险监测和审查。Waldner先生还领导IFI宏观投资组合管理团队的整体投资和业务战略,包括全球、新兴市场和宏观阿尔法团队。在2013年加入景顺之前,Waldner先生在富兰克林邓普顿工作了17年。在富兰克林邓普顿,他是高级策略师和高级投资组合经理。他曾是富兰克林绝对回报策略的牵头经理,也是固定收益政策委员会的成员。此前,Waldner先生是Omega Advisors宏观团队的成员,也是葛兰素史克(百慕大)有限公司的投资组合经理。他于1986年进入该行业。瓦尔德纳先生获得普林斯顿大学土木工程BSE学位,1986年以优异成绩毕业。他是一名特许金融分析师(CFA)租船合同持有人。
- Robert B. Waldner Jr.,is Chief Strategist and Head of Macro Research for Invesco Fixed Income ("IFI"). Mr. Waldner chairs the IFI Investment Strategy team and is responsible for oversight of the overall IFI investment process. He oversees portfolio risk monitoring and review for IFI portfolios. Mr. Waldner also leads overall investment and business strategy for IFI Macro portfolio management teams including Global, Emerging Markets and Macro Alpha teams. Prior to joining Invesco in 2013, Mr. Waldner worked with Franklin Templeton for 17 years. At Franklin Templeton, he was a senior strategist and senior portfolio manager. He was the lead manager for Franklin absolute return strategies and a member of the Fixed Income Policy Committee. Previously, Mr. Waldner was a member of the macro team at Omega Advisors and a portfolio manager with Glaxo (Bermuda) Ltd. He entered the industry in 1986. Mr. Waldner earned a BSE degree in civil engineering from Princeton University, graduating magna cum laude in 1986. He is a Chartered Financial Analyst (CFA) charterholder.
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Don H. Liu是Xerox的总顾问和秘书。他于2014年7月被任命为该公司的执行副总裁,自2007年6月加入Xerox以来一直担任公司高管。Liu先生负责监管公司的法律事务,包括诉讼和专利申请。他还管理董事会的治理和监管合规,并负责公司安全,Xerox的伦理计划,Xerox基金会,政府事务和国内和国际事务的公共政策活动。加入Xerox之前,Liu是Toll Brothers的高级副总裁,总法律顾问和公司合规官。1999年至2005年,他担任IKON Office Solutions的高级副总裁兼公司秘书总顾问。1992年至1999年,他担任Aetna U.S. Healthcare的副总裁和副首席法律官。Liu在Columbia University School of Law获得法学博士学位,Haverford College获得文学学士学位。他隶属于专业和非营利组织,包括少数企业律师协会和国家亚太裔美国律师协会。他也是Comcast Corporation亚洲美国多样性咨询委员会的副主席。
Don H. Liu,Executive Vice President, Chief Legal & Compliance Officer and Corporate Secretary since October 2023. Executive Vice President, Chief Legal & Risk Officer and Corporate Secretary from October 2017 to October 2023. - Don H. Liu是Xerox的总顾问和秘书。他于2014年7月被任命为该公司的执行副总裁,自2007年6月加入Xerox以来一直担任公司高管。Liu先生负责监管公司的法律事务,包括诉讼和专利申请。他还管理董事会的治理和监管合规,并负责公司安全,Xerox的伦理计划,Xerox基金会,政府事务和国内和国际事务的公共政策活动。加入Xerox之前,Liu是Toll Brothers的高级副总裁,总法律顾问和公司合规官。1999年至2005年,他担任IKON Office Solutions的高级副总裁兼公司秘书总顾问。1992年至1999年,他担任Aetna U.S. Healthcare的副总裁和副首席法律官。Liu在Columbia University School of Law获得法学博士学位,Haverford College获得文学学士学位。他隶属于专业和非营利组织,包括少数企业律师协会和国家亚太裔美国律师协会。他也是Comcast Corporation亚洲美国多样性咨询委员会的副主席。
- Don H. Liu,Executive Vice President, Chief Legal & Compliance Officer and Corporate Secretary since October 2023. Executive Vice President, Chief Legal & Risk Officer and Corporate Secretary from October 2017 to October 2023.
高管简历
中英对照 |  中文 |  英文- David Lyle
David Lyle自2017年以来一直担任我们的首席运营官。此前,他曾于2017年3月至2017年10月担任我们的执行Vice President住宅信贷,并于2011年至2017年3月担任我们的住宅抵押信贷主管。他也是Invesco Fixed Income的住宅抵押贷款支持证券RMBS信贷主管。他的主要职责包括评估和监督包括公司在内的机构和零售固定收益基金的非机构RMBS、信用风险转移证券和住宅整体贷款的投资。Lyle先生在RMBS市场拥有超过19年的经验。在2006年加入景顺之前,莱尔曾在弗里德曼比林斯拉姆齐(Friedman Billings Ramsey)任职三年,担任投资银行ABS集团的Vice President。在这个角色上,他参与了业务的融资、交易管理和分析功能。他还在Wachovia Securities担任了两年的抵押贷款金融集团分析师。Lyle先生毕业于范德堡大学(Vanderbilt University),获得工程学学士学位。
David Lyle has served as our Chief Operating Officer since 2017. Previously, he served as our Executive Vice President Residential Credit from March 2017 to October 2017 and as our Head of Residential Mortgage Credit from 2011 to March 2017. He is also the Head of Residential Mortgage-Backed Securities RMBS Credit for Invesco Fixed Income. His primary responsibilities include the evaluation and oversight of investments in Non-Agency RMBS, credit risk transfer securities, and residential whole loans for institutional and retail fixed income funds, including the company. Mr. Lyle has over 19 years of experience in the RMBS market. Prior to joining Invesco in 2006 Mr. Lyle spent three years at Friedman Billings Ramsey, where he was a Vice President in the Investment Banking ABS group. In this role, he participated in the financing, transaction management and analytics functions of the business. He also spent two years as an Analyst in the mortgage finance group at Wachovia Securities. Mr. Lyle graduated with a bachelor of engineering degree from Vanderbilt University.- David Lyle自2017年以来一直担任我们的首席运营官。此前,他曾于2017年3月至2017年10月担任我们的执行Vice President住宅信贷,并于2011年至2017年3月担任我们的住宅抵押信贷主管。他也是Invesco Fixed Income的住宅抵押贷款支持证券RMBS信贷主管。他的主要职责包括评估和监督包括公司在内的机构和零售固定收益基金的非机构RMBS、信用风险转移证券和住宅整体贷款的投资。Lyle先生在RMBS市场拥有超过19年的经验。在2006年加入景顺之前,莱尔曾在弗里德曼比林斯拉姆齐(Friedman Billings Ramsey)任职三年,担任投资银行ABS集团的Vice President。在这个角色上,他参与了业务的融资、交易管理和分析功能。他还在Wachovia Securities担任了两年的抵押贷款金融集团分析师。Lyle先生毕业于范德堡大学(Vanderbilt University),获得工程学学士学位。
- David Lyle has served as our Chief Operating Officer since 2017. Previously, he served as our Executive Vice President Residential Credit from March 2017 to October 2017 and as our Head of Residential Mortgage Credit from 2011 to March 2017. He is also the Head of Residential Mortgage-Backed Securities RMBS Credit for Invesco Fixed Income. His primary responsibilities include the evaluation and oversight of investments in Non-Agency RMBS, credit risk transfer securities, and residential whole loans for institutional and retail fixed income funds, including the company. Mr. Lyle has over 19 years of experience in the RMBS market. Prior to joining Invesco in 2006 Mr. Lyle spent three years at Friedman Billings Ramsey, where he was a Vice President in the Investment Banking ABS group. In this role, he participated in the financing, transaction management and analytics functions of the business. He also spent two years as an Analyst in the mortgage finance group at Wachovia Securities. Mr. Lyle graduated with a bachelor of engineering degree from Vanderbilt University.
- Kevin Collins
Kevin Collins自2017年以来一直担任我们的总裁。此前,他曾于2017年3月至2017年10月担任我们的执行Vice President商业抵押贷款信贷,并于2011年至2017年3月担任董事总经理兼商业抵押贷款信贷主管。他也是Invesco Fixed Income的商业抵押贷款信贷主管。他的主要职责包括评估、选择和定位商业抵押贷款支持证券、商业房地产贷款和其他跨景顺管理的机构和零售固定收益基金的房地产债务投资,包括公司。在2007年加入Invesco之前,Collins先生在Credit Suisse First Boston任职期间为银行和专业金融公司构建了各种资本融资策略,包括债券证券化和担保贷款工具。Collins先生毕业于佛罗里达州立大学会计学学士学位,并在西北大学凯洛格管理学院(Kellogg School of Management at Northwestern University)获得工商管理硕士学位。
Kevin Collins has served as our President since 2017. Previously, he served as our Executive Vice President Commercial Mortgage Credit from March 2017 to October 2017 and as a Managing Director and our Head of Commercial Mortgage Credit from 2011 to March 2017. He is also the Head of Commercial Mortgage Credit for Invesco Fixed Income. His primary responsibilities include evaluating, selecting and positioning commercial mortgage-backed securities, commercial real estate loans and other real estate debt investments across Invesco-managed institutional and retail fixed income funds, including the company. Prior to joining Invesco in 2007 Mr. Collins structured various capital funding strategies, including bond securitizations and secured lending facilities, for banks and specialty finance companies during his tenure at Credit Suisse First Boston. Mr. Collins graduated with a B.S. in accounting from Florida State University and earned an M.B.A. from the Kellogg School of Management at Northwestern University.- Kevin Collins自2017年以来一直担任我们的总裁。此前,他曾于2017年3月至2017年10月担任我们的执行Vice President商业抵押贷款信贷,并于2011年至2017年3月担任董事总经理兼商业抵押贷款信贷主管。他也是Invesco Fixed Income的商业抵押贷款信贷主管。他的主要职责包括评估、选择和定位商业抵押贷款支持证券、商业房地产贷款和其他跨景顺管理的机构和零售固定收益基金的房地产债务投资,包括公司。在2007年加入Invesco之前,Collins先生在Credit Suisse First Boston任职期间为银行和专业金融公司构建了各种资本融资策略,包括债券证券化和担保贷款工具。Collins先生毕业于佛罗里达州立大学会计学学士学位,并在西北大学凯洛格管理学院(Kellogg School of Management at Northwestern University)获得工商管理硕士学位。
- Kevin Collins has served as our President since 2017. Previously, he served as our Executive Vice President Commercial Mortgage Credit from March 2017 to October 2017 and as a Managing Director and our Head of Commercial Mortgage Credit from 2011 to March 2017. He is also the Head of Commercial Mortgage Credit for Invesco Fixed Income. His primary responsibilities include evaluating, selecting and positioning commercial mortgage-backed securities, commercial real estate loans and other real estate debt investments across Invesco-managed institutional and retail fixed income funds, including the company. Prior to joining Invesco in 2007 Mr. Collins structured various capital funding strategies, including bond securitizations and secured lending facilities, for banks and specialty finance companies during his tenure at Credit Suisse First Boston. Mr. Collins graduated with a B.S. in accounting from Florida State University and earned an M.B.A. from the Kellogg School of Management at Northwestern University.
- Brian P. Norris
Brian P.Norris自2019年2月起担任我们的首席投资官,此前曾于2018年9月至2019年2月担任我们的临时首席投资官。在担任首席信息官之前,Norris先生自2011年起担任投资组合管理总监,并自2009年公司成立以来一直代表公司工作。他也是Invesco公司的结构化证券团队的高级投资组合经理(2014年以来)。Norris先生于2001年加入Invesco,从2006年到2014年担任投资组合经理,从2001年到2006年担任客户经理。在加入Invesco之前,Norris先生在Todd Investment Advisors担任证券交易员。他在路易斯维尔大学(University of Louisville)获得工商管理学士学位,专注于金融,是特许金融分析师CFA Charterholder。
Brian P. Norris has served as our Chief Investment Officer since February 2019 after serving as our Interim Chief Investment Officer from September 2018 to February 2019. Prior to his role as CIO, Mr. Norris served as Director, Portfolio Management since 2011 and has worked on behalf of the Company since its inception in 2009. He is also a Senior Portfolio Manager on Invesco’s Structured Securities team, a position he has held since 2014. Mr. Norris joined Invesco in 2001 serving as a portfolio manager from 2006 to 2014 and an account manager from 2001 to 2006. Prior to joining Invesco, Mr. Norris worked as a securities trader with Todd Investment Advisors. He earned a BS degree in Business Administration with a concentration in finance from the University of Louisville and is a Chartered Financial Analyst CFA charterholder.- Brian P.Norris自2019年2月起担任我们的首席投资官,此前曾于2018年9月至2019年2月担任我们的临时首席投资官。在担任首席信息官之前,Norris先生自2011年起担任投资组合管理总监,并自2009年公司成立以来一直代表公司工作。他也是Invesco公司的结构化证券团队的高级投资组合经理(2014年以来)。Norris先生于2001年加入Invesco,从2006年到2014年担任投资组合经理,从2001年到2006年担任客户经理。在加入Invesco之前,Norris先生在Todd Investment Advisors担任证券交易员。他在路易斯维尔大学(University of Louisville)获得工商管理学士学位,专注于金融,是特许金融分析师CFA Charterholder。
- Brian P. Norris has served as our Chief Investment Officer since February 2019 after serving as our Interim Chief Investment Officer from September 2018 to February 2019. Prior to his role as CIO, Mr. Norris served as Director, Portfolio Management since 2011 and has worked on behalf of the Company since its inception in 2009. He is also a Senior Portfolio Manager on Invesco’s Structured Securities team, a position he has held since 2014. Mr. Norris joined Invesco in 2001 serving as a portfolio manager from 2006 to 2014 and an account manager from 2001 to 2006. Prior to joining Invesco, Mr. Norris worked as a securities trader with Todd Investment Advisors. He earned a BS degree in Business Administration with a concentration in finance from the University of Louisville and is a Chartered Financial Analyst CFA charterholder.
- Mark Gregson
Mark Gregson,于2024年12月被任命为首席财务官,此前自2024年10月起担任临时首席财务官。此外,Gregson先生自2018年起担任景顺的全球财务总监。除了控制人职责外,他还负责景顺的公司公共财务报告、SOX和控制以及会计政策团队。同时还担任景顺旗下经纪交易商的首席财务官。Gregson先生于1995年加入景顺和金融行业。在担任现职之前,他曾在景顺的美国零售企业会计团队担任多个职位,并在北美地区担任了六年的助理财务总监。Gregson获得休斯顿大学会计学BBA学位。他是注册会计师(CPA),持有Series 6、27、99注册。
Mark Gregson,was appointed Chief Financial Officer in December 2024, after having served as Interim Chief Financial Officer since October 2024. Additionally, Mr. Gregson has served as the Global Controller for Invesco since 2018. In addition to his controllership responsibilities, he is responsible for Invesco's corporate public Financial Reporting, SOX and Controls, and Accounting Policy teams. He also serves as the Chief Financial Officer for Invesco's broker dealers. Mr. Gregson joined Invesco and the financial industry in 1995. Prior to his current roles, he held several positions with Invesco's US Retail Corporate Accounting team and spent six years as the assistant controller for North America.Mr. Gregson earned a BBA degree in accounting from the University of Houston. He is a Certified Public Accountant (CPA) and holds the Series 6, 27, and 99 registrations.- Mark Gregson,于2024年12月被任命为首席财务官,此前自2024年10月起担任临时首席财务官。此外,Gregson先生自2018年起担任景顺的全球财务总监。除了控制人职责外,他还负责景顺的公司公共财务报告、SOX和控制以及会计政策团队。同时还担任景顺旗下经纪交易商的首席财务官。Gregson先生于1995年加入景顺和金融行业。在担任现职之前,他曾在景顺的美国零售企业会计团队担任多个职位,并在北美地区担任了六年的助理财务总监。Gregson获得休斯顿大学会计学BBA学位。他是注册会计师(CPA),持有Series 6、27、99注册。
- Mark Gregson,was appointed Chief Financial Officer in December 2024, after having served as Interim Chief Financial Officer since October 2024. Additionally, Mr. Gregson has served as the Global Controller for Invesco since 2018. In addition to his controllership responsibilities, he is responsible for Invesco's corporate public Financial Reporting, SOX and Controls, and Accounting Policy teams. He also serves as the Chief Financial Officer for Invesco's broker dealers. Mr. Gregson joined Invesco and the financial industry in 1995. Prior to his current roles, he held several positions with Invesco's US Retail Corporate Accounting team and spent six years as the assistant controller for North America.Mr. Gregson earned a BBA degree in accounting from the University of Houston. He is a Certified Public Accountant (CPA) and holds the Series 6, 27, and 99 registrations.
- John M. Anzalone
John M. Anzalone自2017年起担任首席执行官。在成为首席执行官之前,Anzalone先生自公司2009年成立以来一直担任首席投资官。Anzalone先生于2002年加入景顺固定收益部门“IFI”,担任高级投资组合经理和结构化证券投资组合管理负责人。Anzalone先生还担任IFI投资策略团队的成员,该团队负责为整个平台的风险定位和资产配置提供投资观点。作为结构化证券组的负责人,他负责根据客户投资目标和准则跨投资组合应用投资策略。此外,该团队还负责分析和实施住宅、商业抵押贷款支持和资产支持证券领域的投资行动。安扎隆先生于1992年在联合信托开始了他的投资生涯。1994年,他搬到了农业银行,FCB,在那里他担任了六年的高级交易员。Anzalone先生也是Advantus Capital Management的前雇员,他曾是该公司的高级交易员,负责交易抵押贷款支持、资产支持和商业抵押贷款证券。Anzalone先生获得了Hobart College的经济学学士学位和罗切斯特大学西蒙学院的工商管理硕士学位。Anzalone先生是一名特许金融分析师。
John M. Anzalone has served as Chief Executive Officer since 2017. Prior to becoming CEO, Mr. Anzalone served as Chief Investment Officer since the company's inception in 2009. Mr. Anzalone joined Invesco's Fixed Income Division "IFI" in 2002 where he is a Senior Portfolio Manager and Head of Structured Securities Portfolio Management. Mr. Anzalone also serves as a member of IFI's Investment Strategy team, which is responsible for providing investment views for risk positioning and asset allocation across the platform. As the Head of the Structured Securities group, he is responsible for the application of investment strategy across portfolios consistent with client investment objectives and guidelines. Additionally, the team is responsible for analyzing and implementing investment actions in the residential, commercial mortgage-backed and asset-backed securities sectors. Mr. Anzalone began his investment career in 1992 at Union Trust. In 1994 he moved to AgriBank, FCB, where he served as a Senior Trader for six years. Mr. Anzalone is also a former employee of Advantus Capital Management where he was a Senior Trader responsible for trading mortgage-backed, asset-backed and commercial mortgage securities. Mr. Anzalone received a B.A. degree in Economics from Hobart College and an M.B.A. from the Simon School at the University of Rochester. Mr. Anzalone is a Chartered Financial Analyst.- John M. Anzalone自2017年起担任首席执行官。在成为首席执行官之前,Anzalone先生自公司2009年成立以来一直担任首席投资官。Anzalone先生于2002年加入景顺固定收益部门“IFI”,担任高级投资组合经理和结构化证券投资组合管理负责人。Anzalone先生还担任IFI投资策略团队的成员,该团队负责为整个平台的风险定位和资产配置提供投资观点。作为结构化证券组的负责人,他负责根据客户投资目标和准则跨投资组合应用投资策略。此外,该团队还负责分析和实施住宅、商业抵押贷款支持和资产支持证券领域的投资行动。安扎隆先生于1992年在联合信托开始了他的投资生涯。1994年,他搬到了农业银行,FCB,在那里他担任了六年的高级交易员。Anzalone先生也是Advantus Capital Management的前雇员,他曾是该公司的高级交易员,负责交易抵押贷款支持、资产支持和商业抵押贷款证券。Anzalone先生获得了Hobart College的经济学学士学位和罗切斯特大学西蒙学院的工商管理硕士学位。Anzalone先生是一名特许金融分析师。
- John M. Anzalone has served as Chief Executive Officer since 2017. Prior to becoming CEO, Mr. Anzalone served as Chief Investment Officer since the company's inception in 2009. Mr. Anzalone joined Invesco's Fixed Income Division "IFI" in 2002 where he is a Senior Portfolio Manager and Head of Structured Securities Portfolio Management. Mr. Anzalone also serves as a member of IFI's Investment Strategy team, which is responsible for providing investment views for risk positioning and asset allocation across the platform. As the Head of the Structured Securities group, he is responsible for the application of investment strategy across portfolios consistent with client investment objectives and guidelines. Additionally, the team is responsible for analyzing and implementing investment actions in the residential, commercial mortgage-backed and asset-backed securities sectors. Mr. Anzalone began his investment career in 1992 at Union Trust. In 1994 he moved to AgriBank, FCB, where he served as a Senior Trader for six years. Mr. Anzalone is also a former employee of Advantus Capital Management where he was a Senior Trader responsible for trading mortgage-backed, asset-backed and commercial mortgage securities. Mr. Anzalone received a B.A. degree in Economics from Hobart College and an M.B.A. from the Simon School at the University of Rochester. Mr. Anzalone is a Chartered Financial Analyst.