Edition:
United Kingdom

Invesco Mortgage Capital Inc (IVR.N)

IVR.N on New York Stock Exchange

15.73USD
14 Dec 2018
Change (% chg)

$0.10 (+0.64%)
Prev Close
$15.63
Open
$15.59
Day's High
$15.78
Day's Low
$15.59
Volume
232,237
Avg. Vol
246,754
52-wk High
$18.85
52-wk Low
$14.53

Summary

Name Age Since Current Position

Kevin Collins

38 2017 President

John Anzalone

53 2017 Chief Executive Officer

Richard Phegley

49 2014 Chief Financial Officer

R. Lee Phegley, Jr.

49 2014 Chief Financial Officer.

David Lyle

39 2017 Chief Operating Officer

Roseann Perlis

62 2018 Chief Accounting Officer

Brian Norris

43 2018 Interim Chief Investment Officer

Gregory McGreevey

55 2016 Director

Colin Meadows

47 2017 Director

John Day

69 2009 Non-Executive Independent Director

Carolyn Handlon

60 2017 Non-Executive Independent Director

Edward Hardin

75 2014 Non-Executive Independent Director

James Lientz

74 2012 Non-Executive Independent Director

Dennis Lockhart

71 Non-Executive Independent Director

Tony Semak

2014 Investor Relations Officer.

Biographies

Name Description

Kevin Collins

Mr. Kevin Collins is President of the company. He served as the Company's Executive Vice President, Commercial Mortgage Credit since March 2017 and previously served as Managing Director and Head of Commercial Mortgage Credit from March 2011 to March 2017. He also serves as the Head of Commercial Mortgage-Backed Securities Credit of our manager, Invesco Advisors, Inc. (our "Manager"), and joined Invesco Ltd. in 2007.

John Anzalone

Mr. John M. Anzalone, CFA, is a Chief Executive Officer of the Company. Prior to becoming CEO, Mr. Anzalone served as our Chief Investment Officer since the company’s inception in June 2009. Mr. Anzalone joined Invesco’s Fixed Income Division (“IFI”) in 2002, where he is a Senior Portfolio Manager and Head of Structured Securities Management. Mr. Anazlone also serves as a member of IFI’s Investment Strategy team, which is responsible for providing investment views for risk positioning and asset allocation across the platform. As the Head of the Structured Securities group, he is responsible for the application of investment strategy across portfolios consistent with client investment objectives and guidelines. Additionally, the team is responsible for analyzing and implementing investment actions in the residential, commercial mortgage-backed and asset-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 also 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 B.A. degree in Economics from Hobart College and an M.B.A. from the Simon School at the University of Rochester. Mr. Anzalone is a Chartered Financial Analyst.

Richard Phegley

Mr. Richard Lee Phegley, Jr., is Chief Financial Officer of the Company. Previously, Mr. Phegley served as the Global Head of Real Estate Investment Accounting for IRE from 2006 to March 2016. 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 B.A. degree from Baylor University and an M.S. degree in Accountancy from the University of Houston. Mr. Phegley is a Certified Public Accountant.

R. Lee Phegley, Jr.

Mr. R. Lee Phegley, Jr. is a Chief Financial Officer of the INVESCO MORTGAGE CAPITAL INC. since 2014 and the Chief Financial Officer of Invesco Real Estate (“IRE”), our manager’s affiliated real estate team, since 2016. Previously, Mr. Phegley served as the Global Head of Real Estate Investment Accounting for IRE from 2006 to 2016. 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 B.A. degree from Baylor University and an M.S. degree in Accountancy from the University of Houston. Mr. Phegley is a Certified Public Accountant.

David Lyle

Mr. David Lyle is Chief Operating Officer of the company. Previously, Mr. Lyle served as the Company's Executive Vice President, Residential Mortgage Credit since March 2017 and previously served as Managing Director and Head of Residential Mortgage Credit from March 2011 to March 2017. He also serves as the Head of Residential Mortgage-Backed Securities Credit of our Manager, and joined Invesco Ltd. in 2006.

Roseann Perlis

Ms. Roseann Perlis serves as Chief Accounting Officer of the company. She has served as Controller for the Company since 2014. She joined the finance team of Invesco Ltd. in 2010 as Assistant Controller, Global Investment Products. Prior to joining Invesco, Ms. Perlis spent ten years in the technology industry as chief financial and administrative officer for several multinational private companies. She started her career as an auditor with PricewaterhouseCoopers and subsequently spent twelve years in corporate finance and operations roles with Marriott International. Ms. Perlis holds a BS in Accounting from Lehigh University.

Brian Norris

Mr. Brian Norris is Interim Chief Investment Officer of the Company. He has served as Director, Portfolio Management for the Company since 2013. He also serves as a Senior Portfolio Manager for the Company's manager, Invesco Advisers, Inc. Mr. Norris joined Invesco Ltd. in 2001 and has worked with the Company since its inception in 2009.

Gregory McGreevey

Mr. Gregory G. McGreevey is Director of the company. Mr. McGreevey has served as Senior Managing Director, Investments, of Invesco since March 2017, with responsibility including certain of Invesco’s global equities investment teams, equity trading and investment administration. Previously, he was CEO of Invesco Fixed Income from 2011 to March 2017. Prior to joining Invesco, he was president of Hartford Investment Management Co. and executive vice president and chief investment officer (“CIO”) of The Hartford Financial Services Group, Inc. from 2008 to 2011. Additionally, he was the CIO for the Hartford’s Insurance business. From 1997 to 2008, Mr. McGreevey served as vice chairman and executive vice president of ING Investment Management – Americas Region, as well as business head and CIO for ING’s North American proprietary investments and chief executive officer of ING Institutional Markets. Before joining ING, Mr. McGreevey was president and CIO of Laughlin Asset Management and president and chief operating officer of both Laughlin Educational Services and Laughlin Analytics, Inc. Mr. McGreevey earned a B.B.A. from the University of Portland and an M.B.A. from Portland State University. He is a Chartered Financial Analyst.

Colin Meadows

Mr. Colin D. Meadows is a Director of the company effective August 18, 2017. Mr. Meadows, age 46, has served as chief administrative officer of Invesco Ltd. since 2006. In September 2008, he expanded his role with responsibilities for operations and technology. In April 2014, his role further expanded to head alternative investments for Invesco Ltd. Mr. Meadows is deemed an executive director since he is also an employee of our manager or one of its affiliates. Executive directors do not receive compensation for serving on our Board and do not serve on any of the standing committees of the Board. Mr. Meadows earned a B.A. in economics and English literature from Andrews University and a J.D. from Harvard Law School.

John Day

Mr. John S. Day serves as Non-Executive Independent Director of the company. 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 received a B.A. degree from the University of North Carolina and an M.B.A. from Harvard Business School.

Carolyn Handlon

Ms. Carolyn Handlon is Non-Executive Independent Director of the company. Ms. Handlon is a director nominee and currently serves as the Executive Vice President Finance and Global Treasurer of Marriott International (“Marriott”). In this role, Ms. Handlon leads Marriott’s corporate finance organization, overseeing the financial health and strategy of that company and deal evaluations ensuring the financial integrity of global investment opportunities. She has been with Marriott for 29 years and serving as EVP & Global Treasurer for the last 14 years with increasing span of duties over that period. Her current areas of responsibility include financial strategy and analysis, financial risk management, global capital markets, cash operations, hotel finance and mortgage banking. Prior to joining Marriott in 1987, Ms. Handlon worked for the Overseas Private Investment Corporation. Ms. Handlon holds a B.A. from Virginia Polytechnic Institute and State University and a M.B.A. from Indiana University.

Edward Hardin

Mr. Edward J. Hardin, J.D. is Non-Executive Independent Director of the Company. Mr. Hardin has served as a director since February 2014 and as chairperson of the Nomination and Corporate Governance committee since May 2014. Mr. Hardin 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 received a B.A. degree from Wesleyan University and a J.D. degree from Vanderbilt University.

James Lientz

Mr. James R. Lientz, Jr. serves as Non-Executive Independent Director of the company. He has served as a director since May 2012 and as chairperson 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 from 1990 to 1992, President of Nationsbank of Georgia from 1993 to 1996 and President, Mid-South Division, of Bank of America from 1996 to 2001. His public sector work was as Chief Operating Officer of the State of Georgia from 2003 to 2010. Mr. Lientz is currently a partner with Safe Harbor Consulting, LLC. Mr. Lientz received a B.S. degree from Georgia Institute of Technology in 1965 and an M.B.A. from Georgia State University in 1971.

Dennis Lockhart

Mr. Dennis P. Lockhart is Non-Executive Independent Director of the company. Mr. Lockhart is the immediate past President and Chief Executive Officer of the Federal Reserve Bank of Atlanta, a position he held from March 2007 until his retirement on February 28, 2017. In addition, he served on the U.S. Federal Reserve’s chief monetary policy body, the Federal Open Market Committee from 2007 to February 2017. Mr. Lockhart served on the faculty of Georgetown University’s School of Foreign Service from 2003 to 2007, and as an adjunct professor at Johns Hopkins University’s School of Advanced International Studies from 2002 to 2007. During his academic service, Mr. Lockhart was chairman of the Small Enterprise Assistance Funds. Earlier he was a managing partner at Zephyr Management LP, president of Heller International Group, chairman of the advisory committee of the U.S. Export-Import Bank, and held various positions with Citigroup (formerly Citigroup/Citibank). Mr. Lockhart received a B.A. from Stanford University, a Master’s in international economics and American foreign policy from Johns Hopkins University, and an honorary doctoral degree from Georgia State University. Mr. Lockhart served as an officer in the U.S. Marine Corps Reserve from 1968 to 1974.

Tony Semak