People: Invesco Mortgage Capital Inc (IVR.N)
IVR.N on New York Stock Exchange
15.81USD
1 Aug 2013
15.81USD
1 Aug 2013
Price Change (% chg)
$-0.62 (-3.77%)
$-0.62 (-3.77%)
Prev Close
$16.43
$16.43
Open
$16.25
$16.25
Day's High
$16.29
$16.29
Day's Low
$15.65
$15.65
Volume
575,149
575,149
Avg. Vol
537,952
537,952
52-wk High
$22.25
$22.25
52-wk Low
$14.61
$14.61
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 |
Donald Ramon |
49 | 2009 | 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 |
John Day |
64 | 2009 | Non-Executive Independent Director |
James Lientz |
61 | 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. |
Donald Ramon |
Mr. Donald R. Ramon, CPA, serves as Chief Financial Officer of Invesco Mortgage Capital Inc. Mr. Ramon has 25 years of banking and financial institution experience which includes seven years working directly with mortgage REITs. Mr. Ramon began his career in 1986 with SunTrust Banks, Inc. where he held several accounting and internal audit positions 13 years, including two years as the Senior Financial Officer for numerous private mortgage REITs. From 1999 to 2005, Mr. Ramon worked for GE Capital Corporation, overseeing their U.S. banking operations. In addition, Mr. Ramon spent two years as Chairman of the Board, Chief Executive Officer and President of GE Money Bank and Monogram Credit Card Bank of Georgia and four years as Chief Financial Officer for the same. From 2005 to 2008, Mr. Ramon was SVP and Controller of HomeBanc Corp., a publicly held mortgage REIT. In 2008, Mr. Ramon was named Acting Chief Executive Officer and Chief Financial Officer. Mr. Ramon received a bachelor’s degree in Accounting from the University of South Florida. Mr. Ramon 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. |
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
| Name | Fiscal Year Total |
|---|---|
James Balloun |
-- |
Richard King |
39,997 |
Donald Ramon |
329,841 |
Robson Kuster |
-- |
John Anzalone |
14,982 |
G. Mark Armour |
-- |
Karen Kelley |
-- |
John Day |
-- |
James Lientz |
-- |
Bill Hensel |
-- |
As Of 30 Dec 2010
Options Compensation
| Name | Options | Value |
|---|---|---|
James Balloun |
0 | 0 |
Richard King |
0 | 0 |
Donald Ramon |
0 | 0 |
Robson Kuster |
0 | 0 |
John Anzalone |
0 | 0 |
G. Mark Armour |
0 | 0 |
Karen Kelley |
0 | 0 |
John Day |
0 | 0 |
James Lientz |
0 | 0 |
Bill Hensel |
0 | 0 |
| Name | Shares Traded | Price |
|---|---|---|
ANZALONE JOHN M |
2,100 | $19.61 |
KING RICHARD J |
5,000 | $19.92 |
LIENTZ JAMES R JR |
613 | $0.00 |
BALLOUN JAMES S |
613 | $0.00 |
DAY JOHN S |
613 | $0.00 |
KING RICHARD J |
3,600 | $20.53 |
KING RICHARD J |
1,400 | $20.52 |
DAY JOHN S |
590 | $0.00 |
BALLOUN JAMES S |
590 | $0.00 |
LIENTZ JAMES R JR |
590 | $0.00 |
KING RICHARD J |
2,500 | $18.38 |
ANZALONE JOHN M |
950 | $20.03 |
BALLOUN JAMES S |
581 | $0.00 |
DAY JOHN S |
581 | $0.00 |
LIENTZ JAMES R JR |
387 | $0.00 |
KUSTER ROBSON |
1,133 | $19.25 |
BALLOUN JAMES S |
642 | $0.00 |
DAY JOHN S |
642 | $0.00 |
WILLIAMS NEIL |
642 | $0.00 |
LIENTZ JAMES R JR |
642 | $0.00 |
KUSTER ROBSON |
500 | $17.68 |
ANZALONE JOHN M |
1,500 | $17.66 |
KING RICHARD J |
1,000 | $18.17 |
WILLIAMS NEIL |
685 | $0.00 |
DAY JOHN S |
685 | $0.00 |

