People: Invesco Ltd (IVZ)
IVZ on New York Consolidated
34.01USD
19 Jun 2013
34.01USD
19 Jun 2013
Price Change (% chg)
$-0.53 (-1.53%)
$-0.53 (-1.53%)
Prev Close
$34.54
$34.54
Open
$34.58
$34.58
Day's High
$34.63
$34.63
Day's Low
$34.01
$34.01
Volume
3,524,021
3,524,021
Avg. Vol
3,754,510
3,754,510
52-wk High
$35.02
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52-wk Low
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$20.49
Summary
| Name | Age | Since | Current Position |
|---|---|---|---|
Rex Adams |
72 | 2006 | Non-Executive Independent Chairman of the Board |
Martin Flanagan |
52 | 2005 | President, Chief Executive Officer, Director |
Loren Starr |
51 | 2005 | Chief Financial Officer, Senior Managing Director |
Colin Meadows |
42 | Chief Administrative Officer, Senior Managing Director | |
Kevin Carome |
57 | General Counsel, Senior Managing Director | |
G. Mark Armour |
59 | 2013 | Senior Managing Director, Head - EMEA |
Karen Kelley |
53 | 2012 | Senior Managing Director - Investments |
Tak Shing Lo |
51 | Senior Managing Director, Head - Invesco Asia Pacific | |
Philip Taylor |
59 | 2012 | Senior Managing Director, Head - Americas Business |
John Banham |
72 | 1999 | Non-Executive Independent Director |
Joseph Canion |
68 | 1997 | Non-Executive Independent Director |
C. Robert Henrikson |
65 | 2012 | Non-Executive Independent Director |
Ben Johnson |
69 | 2009 | Non-Executive Independent Director |
Denis Kessler |
61 | 2002 | Non-Executive Independent Director |
Edward Lawrence |
71 | 2004 | Non-Executive Independent Director |
J. Thomas Presby |
73 | 2005 | Non-Executive Independent Director |
Phoebe Wood |
59 | 2010 | Non-Executive Independent Director |
Jordan Krugman |
Treasurer |
Biographies
| Name | Description |
|---|---|
Rex Adams |
Mr. Rex D. Adams is Non-Executive Independent Chairman of the Board of the Board of Invesco Ltd. He has served as a non-executive director of the company since November 2001 and as chairman of the Nomination and Corporate Governance Committee since January 2007. Mr. Adams was dean of the Fuqua School of Business at Duke University from 1996 to 2001 following a 30-year career with Mobil Corporation. He joined Mobil International in London in 1965 and served as vice president of administration for Mobil Corporation from 1988 to 1996. Mr. Adams was previously a director and member of the audit committee at Vintage Petroleum. Mr. Adams received a B.A. from Duke University. He was selected as a Rhodes Scholar in 1962 and studied at Merton College, Oxford University. Mr. Adams serves on the Board of Directors of Alleghany Corporation and formerly served as chairman of the Public Broadcasting Service (PBS) and a trustee of Duke University. |
Martin Flanagan |
Mr. Martin L. Flanagan, CFA, CPA, is President, Chief Executive Officer, Director of Invesco Ltd., since August 1, 2005. He is also a trustee and vice-chairman of the Invesco Family of Funds. Mr. Flanagan joined Invesco from Franklin Resources, Inc., where he was president and co-chief executive officer from January 2004 to July 2005. Previously he had been Franklin’s co-president from May 2003 to January 2004, chief operating officer and chief financial officer from November 1999 to May 2003, and senior vice president and chief financial officer from 1993 until November 1999. Mr. Flanagan served as director, executive vice president and chief operating officer of Templeton, Galbraith & Hansberger, Ltd. before its acquisition by Franklin in 1992. Before joining Templeton in 1983, he worked with Arthur Andersen & Co. Mr. Flanagan received a B.A. and BBA from Southern Methodist University (SMU). He is a CFA charterholder and a certified public accountant. He serves on the Board of Governors and as a member of the Executive Committee for the Investment Company Institute, and is a former chairman. He also serves as a member of the executive board at the SMU Cox School of Business and a member of various civic organizations in Atlanta. |
Loren Starr |
Mr. Loren M. Starr is Chief Financial Officer, Senior Managing Director of Invesco Ltd., since October 12, 2005. Loren Starr has served as senior managing director and chief financial officer of the company since October 2005. His current responsibilities include finance, accounting, investor relations and corporate services. Previously, he served from 2001 to 2005 as senior vice president and chief financial officer of Janus Capital Group Inc., after working as head of corporate finance from 1998 to 2001 at Putnam Investments. Prior to these positions, Mr. Starr held senior corporate finance roles with Lehman Brothers and Morgan Stanley & Co. He received a B.A. in chemistry and B.S. in industrial engineering, from Columbia University, as well as an MBA, also from Columbia, and an M.S. in operations research from Carnegie Mellon University. Mr. Starr is a certified treasury professional. He is a past chairman of the Association for Financial Professionals, and he currently serves on the boards of Georgia Leadership Institute for School Improvement (GLISI) and the Georgia Council for Economic Education (GCEE). |
Colin Meadows |
Mr. Colin D. Meadows is Chief Administrative Officer, Senior Managing Director of Invesco Ltd. Colin Meadows has served as chief administrative officer of Invesco since May 2006 with responsibility for business strategy, human resources, and communications. In September 2008 he expanded his role with responsibilities for operations and technology. Mr. Meadows came to Invesco from GE Consumer Finance where he was senior vice president of business development and mergers and acquisitions. Prior to that role, he served as senior vice president of strategic planning and technology at Wells Fargo Bank. From 1996 to 2003, Mr. Meadows was an associate principal with McKinsey & Company, focusing on the financial services and venture capital industries, with an emphasis in the banking and asset management sectors. Mr. Meadows received a B.A. in economics and English literature from Andrews University and a J.D. from Harvard Law School. |
Kevin Carome |
Mr. Kevin M. Carome is General Counsel, Senior Managing Director of Invesco Ltd. Kevin Carome has served as general counsel of the company since January 2006. Previously, he was senior vice president and general counsel of Invesco’s U.S. retail business from 2003 to 2005. Prior to joining Invesco, Mr. Carome worked with Liberty Financial Companies, Inc. (LFC) in Boston where he was senior vice president and general counsel from August 2000 through December 2001. He joined LFC in 1993 as associate general counsel and, from 1998 through 2000, was general counsel of certain of its investment management subsidiaries. Mr. Carome began his career as an associate at Ropes & Gray in Boston. He received two degrees, a B.S. in political science and a J.D., from Boston College. He is a trustee of the U.S. Powershares ETFs and a director of ICI Mutual Insurance Company, the investment management industry capital insurer. |
G. Mark Armour |
Mr. G. Mark Armour is Senior Managing Director, Head - EMEA of Invesco Ltd., since February 11, 2013. In addition, Mark serves as senior managing director and head of Invesco Institutional, a position he has held since January 2007. Previously, Mr. Armour served as head of sales and service for Invesco’s institutional operations. He was chief executive officer of Invesco Australia from September 2002 to July 2006. 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, Funds Management, from 1998 to 2000. Mr. Armour received a bachelor of economics from La Trobe University in Melbourne, Australia. |
Karen Kelley |
Ms. Karen Dunn Kelley is Senior Managing Director - Investments of Invesco Ltd. Ms. Dunn Kelley joined Invesco in 1989 as a money market portfolio manager. In 1992, she was named chief money market and government officer. In April 2007, she was named head of Invesco’s newly combined fixed income and cash management teams. Ms. Dunn Kelley has been in the investment business since 1982 and began her career at Drexel Burnham Lambert on the Fixed Income High Grade Retail Desk. Ms. Dunn Kelley graduated with a B.S. from Villanova University College of Commerce and Finance. |
Tak Shing Lo |
Mr. Tak Shing Lo is Senior Managing Director, Head - Invesco Asia Pacific of Invesco Ltd. Andrew Lo has served as head of Invesco Asia Pacific since February 2001. He joined the company as managing director for Invesco Asia in 1994. Mr. Lo began his career as a credit analyst at Chase Manhattan Bank in 1984. He became vice president of the investment management group at Citicorp in 1988 and was managing director of Capital House Asia from 1990 to 1994. Mr. Lo was chairman of the Hong Kong Investment Funds Association from 1996 to 1997 and a member of the Council to the Stock Exchange of Hong Kong and the Advisory Committee to the Securities and Futures Commission in Hong Kong from 1997 to 2001. He received a B.S. and an MBA from Babson College in Wellesley, Massachusetts. |
Philip Taylor |
Mr. Philip A. Taylor is Senior Managing Director, Head - Americas Business of Invesco Ltd. He had previously served as head of Invesco’s North American Retail business since 2006. He joined Invesco Canada in 1999 as senior vice president of operations and client services, and later became executive vice president and chief operating officer. He was named chief executive officer of Invesco Canada in 2002. Prior to joining Invesco, Mr. Taylor was president of Canadian retail broker Investors Group Securities, and co-founder and managing partner of Meridian Securities, an execution and clearing broker. He held various management positions with Royal Trust, now part of Royal Bank of Canada. Mr. Taylor began his career in consumer brand management in the U.S. and Canada with Richardson-Vicks, now part of Procter & Gamble. He received a Bachelor of Commerce (honours) degree from Carleton University and an M.B.A. from the Schulich School of Business at York University. Mr. Taylor is a member of the dean’s advisory council of the Schulich School of Business. He serves on the board of overseers for the Curtis Institute of Music and on the board of the Royal Conservatory of Music. |
John Banham |
Sir John Banham is Non-Executive Independent Director of Invesco Ltd. Sir John was director general of the Confederation of British Industry from 1987 to 1992, a director of National Power and National Westminster Bank from 1992 to 1998, chairman of Tarmac PLC from 1994 to 2000, chairman of Kingfisher PLC from 1995 to 2001, chairman of Whitbread PLC from 2000 to 2005, chairman of Geest plc from 2002 to 2005 and chairman of Spacelabs Healthcare Inc. from 2005 to 2008. He was the chairman of Johnson Matthey plc from 2006 to 2011. He is currently chairman of Sultan Scientific Limited and of the UK Future Homes Commission, and an independent director of Cyclacel Pharmaceuticals Inc. Sir John is a graduate of Cambridge University and has been awarded honorary doctorates by four U.K. universities. |
Joseph Canion |
Mr. Joseph R. Canion is Non-Executive Independent Director of Invesco Ltd. He was a director of a predecessor constituent company (AIM Investments) from 1993 to 1997, when Invesco acquired that entity. Mr. Canion has been a figure in the technology industry after co-founding Compaq Computer Corporation in 1982 and serving as its chief executive officer from 1982 to 1991. He also founded Insource Technology Group in 1992 and served as its chairman until September 2006. Mr. Canion received a B.S. and M.S. in electrical engineering from the University of Houston. He is on the board of directors of ChaCha Search, Inc. and is an advisory director of Encore Health Resources and Dynamics, Inc. From 2008 to 2011 he was a member of the board of Auditude. |
C. Robert Henrikson |
Mr. C. Robert Henrikson is Non-Executive Independent Director of Invesco Ltd., since January 1, 2012. Mr. Henrikson was president and chief executive officer of MetLife, Inc. and Metropolitan Life Insurance Company from March 2006 through May 2011, and he served as a director of MetLife, Inc. from April 2005, and as chairman from April 2006, through December 31, 2011. During his more than 39-year career with MetLife, Inc., Mr. Henrikson held a number of senior positions in that company’s individual, group and pension businesses. In July 2010, Mr. Henrikson was appointed by President Barack Obama to the President’s Export Council, the principal national advisory committee on international trade. Mr. Henrikson is a former chairman of the American Council of Life Insurers, a former chairman of the Financial Services Forum, a director emeritus of the American Benefits Council, chairman of the board of the Wharton School’s S.S. Huebner Foundation for Insurance Education, and a trustee of the American Museum of Natural History. He also serves on the Board of Trustees of Emory University and the boards of directors of The New York Philharmonic, The New York Botanical Garden, and the Partnership for New York City. Mr. Henrikson received a bachelor’s degree from the University of Pennsylvania and a law degree from Emory University School of Law. In addition, he is a graduate of the Wharton School’s Advanced Management Program. |
Ben Johnson |
Mr. Ben F. Johnson, III is Non-Executive Independent Director of Invesco Ltd. Mr. Johnson served as the managing partner at Alston & Bird LLP from 1997 to 2008. He was named a partner at Alston & Bird in 1976, having joined the firm in 1971. He received his B.A. degree from Emory University and his J.D. degree from Harvard Law School. He serves as Chair of the Board of Trustees of Emory University and Atlanta’s Woodward Academy and is the immediate past chair of the Atlanta Symphony Orchestra. Mr. Johnson also serves as a Trustee of The Carter Center and the Charles Loridans Foundation. He is chair and a non-executive director of Summit Industries, Inc. |
Denis Kessler |
Mr. Denis Kessler is Non-Executive Independent Director of Invesco Ltd., since March 4, 2002. A noted economist, Mr. Kessler is chairman and chief executive officer of SCOR SE. He is chairman of the Boards of Directors of SCOR GLOBAL LIFE SE and SCOR GLOBAL P&C SE, chairman of the Supervisory Board of SCOR GLOBAL INVESTMENTS SE and serves as a member of the Boards of Directors of BNP Paribas SA, Bollore, Dassault Aviation and Fonds Strategique d’Investissement. He is member of the Supervisory Board of Yam Invest N.V. Mr. Kessler received a diplôme from the Paris Business School (HEC) and Doctorat d’Etat in economics from the University of Paris. |
Edward Lawrence |
Mr. Edward P. Lawrence is Non-Executive Independent Director of Invesco Ltd., since October 12, 2004. He was a partner of Ropes & Gray, a Boston law firm, from 1976 to December 2007. He currently is a retired partner of Ropes & Gray and a member of the investment committee of the firm’s trust department. Mr. Lawrence is a graduate of Harvard College and earned a J.D. from Columbia University Law School. He is chairman of Partners Health Care System, Inc. and chairman of Dana-Farber Partners Cancer Center. From 1995 to 2011 he was a trustee (and chairman from 1999 to 2008) of the Board of the Massachusetts General Hospital and was a trustee of McLean Hospital in Belmont, Massachusetts from 2000 to 2011. |
J. Thomas Presby |
Mr. J. Thomas Presby CPA, is Non-Executive Independent Director of Invesco Ltd. Over a period of thirty years as a partner in Deloitte, he held many positions in the United States and abroad, including Global Deputy Chairman and Chief Operating Officer. Currently he is a director of the following other public companies where he also chairs the audit committees: First Solar, Inc., World Fuel Services Corp. and ExamWorks Group Inc. From 2003 to 2009, Mr. Presby was a director of Turbochef Technologies, Inc., from 2005 to 2011 he was a director of American Eagle Outfitters, Inc., and from 2003 to 2012 he was a director of Tiffany & Co. He is a board member of the New York chapter of the National Association of Corporate Directors and a trustee of Montclair State University (N.J.). He previously served as a trustee of Rutgers University and as a director and chairman of the audit committee of The German Marshall Fund of the USA. He received a B.S. in electrical engineering from Rutgers University and an MBA degree from the Carnegie Mellon University Graduate School of Business. Mr. Presby is a certified public accountant in New York and Ohio and a holder of the NACD Certificate of Director Education. He was named by the NACD as one of the “Top 100” directors of 2011. |
Phoebe Wood |
Ms. Phoebe A. Wood is Non-Executive Independent Director of Invesco Ltd., since January 1, 2010. She is currently a principal at CompaniesWood and served as Vice Chairman, Chief Financial Officer and in other capacities at Brown-Forman Corporation from 2001 until her retirement in 2008. Prior to Brown-Forman, Ms. Wood was Vice President, Chief Financial Officer and a Director of Propel Corporation (a subsidiary of Motorola) from 2000 to 2001. Previously, Ms. Wood served in various capacities during her tenure at Atlantic Richfield Company (ARCO) from 1976 to 2000. Ms. Wood currently serves on the Boards of Directors of Leggett & Platt, Incorporated (audit and compensation committees), Coca-Cola Enterprises Inc. (audit and affiliated transaction committees), as well as on the boards of trustees for the University of Louisville, the Gheens Foundation and the American Printing House for the Blind. From 2001 to 2011 Ms. Wood was a member of the board of trustees for Smith College. Ms. Wood received her A.B. degree from Smith College and her M.B.A. from University of California Los Angeles. |
Jordan Krugman |
Basic Compensation
| Name | Fiscal Year Total |
|---|---|
Rex Adams |
-- |
Martin Flanagan |
13,243,900 |
Loren Starr |
3,614,440 |
Colin Meadows |
-- |
Kevin Carome |
-- |
G. Mark Armour |
4,389,620 |
Karen Kelley |
-- |
Tak Shing Lo |
2,878,320 |
Philip Taylor |
7,125,820 |
John Banham |
-- |
Joseph Canion |
-- |
C. Robert Henrikson |
-- |
Ben Johnson |
-- |
Denis Kessler |
-- |
Edward Lawrence |
-- |
J. Thomas Presby |
-- |
Phoebe Wood |
-- |
Jordan Krugman |
-- |
As Of 30 Dec 2012
Options Compensation
| Name | Options | Value |
|---|---|---|
Rex Adams |
0 | 0 |
Martin Flanagan |
0 | 0 |
Loren Starr |
0 | 0 |
Colin Meadows |
0 | 0 |
Kevin Carome |
0 | 0 |
G. Mark Armour |
45,980 | 897,403 |
Karen Kelley |
0 | 0 |
Tak Shing Lo |
12,500 | 135,069 |
Philip Taylor |
166,666 | 3,260,270 |
John Banham |
0 | 0 |
Joseph Canion |
0 | 0 |
C. Robert Henrikson |
0 | 0 |
Ben Johnson |
0 | 0 |
Denis Kessler |
0 | 0 |
Edward Lawrence |
0 | 0 |
J. Thomas Presby |
0 | 0 |
Phoebe Wood |
0 | 0 |
Jordan Krugman |
0 | 0 |
| Name | Shares Traded | Price |
|---|---|---|
LAWRENCE EDWARD P |
600 | $0.00 |
ELLIS RODERICK G H |
12,500 | $0.00 |
BANHAM JOHN MICHAEL MIDDLECOTT |
8,500 | $33.72 |
ELLIS RODERICK G H |
12,500 | $33.75 |
TAYLOR PHILLIP ALEXANDER |
140,000 | $33.78 |
WOOD PHOEBE A |
755 | $0.00 |
PRESBY JOEL THOMAS |
755 | $0.00 |
LAWRENCE EDWARD P |
755 | $0.00 |
BANHAM JOHN MICHAEL MIDDLECOTT |
755 | $0.00 |
CANION JOSEPH RODNEY |
755 | $0.00 |
KESSLER DENIS |
755 | $0.00 |
HENRIKSON C ROBERT |
755 | $0.00 |
JOHNSON BEN F III |
755 | $0.00 |
ADAMS REX D |
755 | $0.00 |
CAROME KEVIN MICHAEL |
38,953 | $0.00 |
LO ANDREW TAK SHING |
17,002 | $0.00 |
LO ANDREW TAK SHING |
5,258 | $0.00 |
CAROME KEVIN MICHAEL |
1,441 | $26.79 |
STARR LOREN M |
5,258 | $0.00 |
FLANAGAN MARTIN L |
20,582 | $0.00 |
MEADOWS COLIN D |
6,009 | $0.00 |
KELLEY KAREN DUNN |
6,799 | $26.79 |
ELLIS RODERICK G H |
13,811 | $0.00 |
TAYLOR PHILLIP ALEXANDER |
4,763 | $26.79 |
FLANAGAN MARTIN L |
63,050 | $0.00 |
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