People: Invesco Mortgage Capital Inc (IVR)

IVR on New York Consolidated

17.39USD
23 Jul 2014
Price Change (% chg)

$0.11 (+0.64%)
Prev Close
$17.28
Open
$17.29
Day's High
$17.42
Day's Low
$17.23
Volume
348,927
Avg. Vol
1,091,817
52-wk High
$18.00
52-wk Low
$14.40

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Summary

Name Age Since Current Position

James Balloun

73 2012 Non-Executive Independent Chairman of the Board

Richard King

53 2008 President, Chief Executive Officer

Richard Phegley

45 2014 Chief Financial Officer

Robson Kuster

40 2011 Chief Operating Officer, Head - Research

John Anzalone

48 2009 Chief Investment Officer

G. Mark Armour

59 2008 Director

Karen Kelley

53 2008 Director

Edward Hardin

70 2014 Independent Director

John Day

64 2009 Non-Executive Independent Director

James Lientz

69 2012 Non-Executive Independent Director

Bill Hensel

IR Contact Officer

Biographies

Name Description

James Balloun

Mr. James S. Balloun serves as Non-Executive Independent Chairman of the Board of Invesco Mortgage Capital Inc. Mr. Balloun was previously the Chairman and Chief Executive Officer of Acuity Brands, Inc. from November 2001 until his retirement in September 2004 and was the Chairman, President and Chief Executive Officer of National Services Industries, Inc. prior to National Services Industries, Inc.’s spin-off of Acuity Brands in November 2001. Prior to joining National Services Industries, Inc., Mr. Balloun was with McKinsey & Company, Inc. from 1965 to 1996. Mr. Balloun is on the board of directors of Qcept, Enzymatic Deinking Technologies, LLC, and Unisen/StarTrac. Mr. Balloun received a Bachelor of Science from Iowa State University and an MBA from the Harvard Business School.

Richard King

Mr. Richard J. King, CFA, serves as President, Chief Executive Officer of Invesco Mortgage Capital Inc. 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, a team responsible for portfolio management of all investment-grade domestic fixed income portfolios. Prior to Invesco, Mr. King spent two years as Head of Fixed Income at Security Management, and ten years with Criterion Investment Management, where he served as Chairman of the Core Sector Group. He served as Managing Director and Portfolio Manager with Bear Stearns Asset Management. Starting in 1984, he spent four years with Ohio PERS as an Investment Analyst, with the responsibility of analyzing and trading corporate bonds and mortgage-backed securities. Mr. King began his career in 1981, as an auditor for Touche Ross & Co. Mr. King received a Bachelor of Science in Business Administration from Ohio State University. Mr. King is a Chartered Financial Analyst.

Richard Phegley

Mr. Richard Lee Phegley, Jr., has been appointed as Chief Financial Officer of the Company, effective May 2014. Mr. Phegley also serves as the Global Head of Real Estate Investment Accounting for Invesco Real Estate, our Manager’s affiliated real estate team, a position he has held since 2006. Before joining Invesco, Mr. Phegley was a Director and responsible for Private Equity Accounting at Archon Group LP from 2004 to 2006. Prior to 2004, Mr. Phegley served as a Senior Manager at KPMG LLP for two years and Arthur Andersen LLP for seven years, managing audit engagements for public and private clients, including investment management clients. Mr. Phegley received a Bachelor of Arts from Baylor University and a Master of Science in Accountancy from the University of Houston. Mr. Phegley is a Certified Public Accountant.

Robson Kuster

Mr. Robson J. Kuster, CFA, serves as Chief Operating Officer, Head - Research of Invesco Mortgage Capital Inc. He has served as Chief Operating Officer since March 2011 and as Head of Research since July 2009. He has served as head of structured securities research for Invesco Fixed Income at Manager’s parent, Invesco Ltd., since April 2007. There, Mr. Kuster is responsible for overseeing all structured securities positions across stable value and total return platforms. Additionally, he is closely involved in all structured product development efforts. From September 2002 to April 2007, Mr. Kuster was a credit analyst – structured securities. Prior to joining Invesco Ltd. in 2002, Mr. Kuster served as a credit analyst with Bank One Capital Markets, which he joined in 2000. Mr. Kuster received a Bachelor of Arts in both Economics and American History from Cornell College and a Master of Business Administration from DePaul University. Mr. Kuster is a Chartered Financial Analyst.

John Anzalone

Mr. John M. Anzalone, CFA, serves as Chief Investment Officer of Invesco Mortgage Capital Inc. Mr. Anzalone joined Invesco’s Fixed Income Division 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. 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 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 Bachelor of Arts in Economics from Hobart College and a Master of Business Administration from the Simon School at the University of Rochester. Mr. Anzalone is a Chartered Financial Analyst.

G. Mark Armour

Mr. G. Mark Armour serves as Director of Invesco Mortgage Capital Inc. Mr. Armour is the Co-President, Co-Chief Executive Officer and a Director of the Manager. Mr. Armour is also the Senior Managing Director and Head of Invesco’s Institutional business, positions he has held since January 2007. Mr. Armour was previously the Head of Sales & Client Service for Invesco’s Institutional business. He was Chief Executive Officer of Invesco Australia from September 2002 until July 2006. Prior to joining Invesco, Mr. Armour held leadership roles in the funds management business, both in Australia and Hong Kong. He previously served as Chief Investment Officer for ANZ Investments and spent almost 20 years with the National Mutual/AXA Australia Group, where he was Chief Executive, and Funds Management from 1998 to 2000. Mr. Armour graduated with a Bachelor of Economics from La Trobe University in Melbourne, Australia.

Karen Kelley

Ms. Karen Dunn Kelley serves as Director of Invesco Mortgage Capital Inc. Ms. Dunn Kelley is a Senior Managing Director of Invesco and the Chief Executive Officer of Invesco Fixed Income, with responsibility for its fixed income and cash management business. She is a member of Invesco’s Executive Management and Worldwide Institutional Strategy Committees. She is President and Principal Executive Officer of Short-Term Investments Trust and Aim Treasurer’s Series Trust and serves on the board of directors for the Short-Term Investments Company (Global Services) plc and Aim Global Management Company, Ltd. Ms. Dunn Kelley joined Invesco Aim Management Group, Inc. in 1989 as a money market Portfolio Manager. Ms. Dunn Kelley has been in the investment business since 1982. Ms. Dunn Kelley graduated with a Bachelor of Science from Villanova University, College of Commerce and Finance.

Edward Hardin

Mr. Edward J. Hardin has been appointed as Independent Director of the Company, effective February 19, 2014. He has been a partner of the law firm of Rogers & Hardin LLP since its formation in 1976 and is a member of its executive committee. Mr. Hardin serves on the board of directors of CompX International, Inc., where he is a member of the audit committee. Mr. Hardin received a Bachelor of Arts from Wesleyan University and a Juris Doctor from Vanderbilt University.

John Day

Mr. John S. Day serves as Non-Executive Independent Director of Invesco Mortgage Capital Inc. Mr. Day was previously with Deloitte & Touche LLP from 2002 until his retirement in December 2005. Prior to joining Deloitte & Touche LLP, Mr. Day was with Arthur Andersen LLP from 1976 to 2002. Mr. Day serves on the boards of Edens & Avant Investments Limited Partnership, where he is Chairman of the Audit Committee, and Lenbrook Square Foundation, Inc., where he is Vice-Chairman of the Board and a member of the Audit and Governance and Nominating Committees. From September 2007 to December 2011, Mr. Day served on the board of directors of Force Protection, Inc., where he was the Chairman of the Audit Committee. Mr. Day received a Bachelor of Arts from the University of North Carolina and a Master of Business Administration from Harvard Business School.

James Lientz

Mr. James R. Lientz, Jr., serves as Non-Executive Independent Director of Invesco Mortgage Capital Inc. He serves as as chairman of the Compensation Committee since October 2012. Mr. Lientz has more than 35 years of experience in the banking industry and nearly eight in government service. Mr. Lientz served as President of C&S Bank of South Carolina (1990-1992), President of Nationsbank of Georgia (1993-1996) and President, Mid-South Division, of Bank of America (1996-2001). His public sector work was as Chief Operating Officer of the State of Georgia from 2003-2010. Mr. Lientz is currently a Director, Board Advisory Practice, of Talent Quest and a partner with Safe Harbor Consulting. Mr. Lientz also serves as a Director of the Georgia Ports Authority, MidCountry Financial Corp (since 2010), J + J Invision (since 2006) and Georgia Banking Company (since 2010). Mr. Lientz is a former Director of Georgia Power Company, BlueCross BlueShield of Georgia and NDC Health. Mr. Lientz received a Bachelor of Science degree from Georgia Institute of Technology in 1965 and a Master of Business Administration from Georgia State University in 1971.

Bill Hensel

Basic Compensation

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