Jim Pfertner
Gestionnaire de Portefeuille-Actions chez Invesco Advisers, Inc.
Profil
Mr. Jim Pfertner is a Portfolio Manager at Invesco Advisers, Inc. His current duties include fundamental and securities research on real asset securities.
Mr. Pfertner began his investment career in 2001 and joined Invesco in 2013.
Prior to joining Invesco, he was a director at Highland Capital Management, LP, where he focused on identifying investment opportunities in both debt and equity investments.
In addition, he managed a portfolio of commercial mortgage-backed securities, real estate investment trusts, syndicated loans and equity real estate investments.
Previously, he was an investment analyst for PGIM Real Estate Finance, underwriting commercial and multifamily properties across the US for debt investment opportunities.
Mr. Pfertner also held various roles with JPMorgan Chase and Morgan Stanley.
He earned a BA degree in economics from The University of Texas at Austin and an MBA from Southern Methodist University.
Postes actifs de Jim Pfertner
| Sociétés | Poste | Début |
|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Gestionnaire de Portefeuille-Actions | 01/02/2013 |
Formation de Jim Pfertner
| Southern Methodist University | Masters Business Admin |
| The University of Texas at Austin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
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Sociétés liées
| Entreprise privées | 1 |
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Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
