Senior Advisor

• Jim was previously Chief Investment Officer at Invesco, where he oversaw $70 billion in assets in various value-oriented strategies. He joined Invesco upon its acquisition of Van Kampen Funds, where he previously served as portfolio manager.

• Jim was the lead portfolio manager of the Van Kampen Growth and Income and the Van Kampen Equity and Income strategy for 19 years, where he set an industry record by beating his benchmark for more than a decade straight. Assets under Jim’s management peaked at approximately $40 Bn, from a start of less than $2 Bn in the two strategies.

• Jim earned his BA in Economics and Finance from Miami University (Ohio) and his MBA in accounting from the University of Pittsburgh's Joseph M. Katz Graduate School of Business.