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INVESCO-NAM

400 West Market Street, Suite 2500
Louisville, Kentucky 40202
United States
 
Contact :      Ms. Sherri Klosterman
Phone :       (502) 581-7668
Fax :             (502) 581-3636
Email :         sklosterman@nationalasset.com
Web :           http://www.nationalasset.com

INVESCO-NAM Information

Type of organization :
Total Assets Managed ($Mil) : $19,256
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1979
Wrap Programs Offered? : Yes
# of Accounts Managed : 519
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

INVESCO-NAM History

National Asset Management was formed in 1979 as the institutional investment management firm of the First Kentucky National Corporation of Louisville, Kentucky. In 1988, both were acquired by the National City Corporation of Cleveland, Ohio. As of February 28, 1998, the principals of National Asset Management purchased 100% of its common stock and the associated voting rights of the firm. As of February 28, 2001, AMVESCAP signed a definitive agreement to acquire National Asset Management. The purchase received regulatory approval and closed on April 18, 2001. AMVESCAP is the world’s largest independent global investment advisor and is publicly traded in London, New York, Paris, Frankfurt and Toronto as AVZ. National Asset Management has become part of AMVESCAP’s institutional division, INVESCO, Inc., and now operates under the name of INVESCO-NAM.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

INVESCO-NAM Personnel

Mr.  Carl W. Hafele, CFA

President/CEO
Tel : (502) 581-7668
Email: chafele@nationalasset.com
Carl is INVESCO-NAM?s CEO and a member of the Portfolio Group. He has over 21 years of investment management experience. He earned his MBA from Xavier University after completing his undergraduate studies at Thomas More College. Carl is a Chartered Financial Analyst, a Certified Public Accountant and a member of the Louisville Society of Financial Analysts.

Mr.  John W. Ferreby, CFA

Portfolio Manager
Tel : (502) 581-7668
Email: jferreby@nationalasset.com
John is a member of the Portfolio Group. He has more than 18 years of investment management experience. John is a graduate of Dartmouth College. He is a Chartered Financial Analyst and a member of the Louisville Society of Financial Analysts.

Mr.  David B. Hiller, CFA

Portfolio Manager
Tel : (502) 581-7668
Email: dhiller@nationalasset.com
David is a member of the Portfolio Group. He has more than 20 years of investment management experience. He completed his undergraduate studies at Miami University of Ohio and earned his MBA from Indiana University. David is a Chartered Financial Analyst and a member of the Louisville Society of Financial Analysts.

Mr.  Michael C. Heyman, CFA

Portfolio Manager
Tel : (502) 581-7668
Email: mheyman@nationalasset.com
Mick is a member of the Portfolio Group. He has more than 25 years of investment management experience. Mick is a graduate of Northwestern University, a Chartered Financial Analyst and a member of the Louisville Society of Financial Analysts.

Mr.  J. Jeffrey Krumpelman, CFA

Portfolio Manager
Tel : (502) 581-7668
Email: jkrumpelman@nationalasset.com
Jeff is a member of the Portfolio Group. He has more than 19 years of investment experience. He completed his undergraduate studies at DePauw University and earned his masters at Northwestern University. Jeff is a Chartered Financial Analyst and a member of the Louisville Society of Financial Analysts.

Mr.  Stephen G. Mullins, CFA

Portfolio Manager
Tel : (502) 581-7668
Email: smullins@nationalasset.com
Steve is a member of the Strategy Group. He has over 25 years of investment management experience. Steve graduated from the University of Louisville and earned his MBA from Bellarmine College. He is a Chartered Financial Analyst and a member and past President of the Louisville Society of Financial Analysts.

Mr.  Larry J. Walker, CFA

Portfolio Manager
Tel : (502) 581-7668
Email: lwalker@nationalasset.com
Larry is a member of the Strategy Group. He has over 28 years of investment management and investment consulting experience. Larry graduated from Purdue University and earned his MBA from the University of Louisville. He is a Chartered Financial Analyst and a member of the Louisville Society of Financial Analysts..

Mr.  David B. Chick, CFA

Portfolio Manager
Tel : (502) 581-7668
Email: dchick@nationalasset.com
Dave is a member of the Strategy Group. He has more than 32 years of investment management experience. Dave graduated from the University of Louisville, is a Chartered Financial Analyst and a member and past Director of the Louisville Society of Financial Analysts. He also formerly taught at the CFA study program in Windsor, Canada.

Mr.  Mark W. Lattis, CFA

Portfolio Manager
Tel : (502) 581-7668
Email: mlattis@nationalasset.com
Mark is a member of the Portfolio Group. He has more than 10 years of investment management experience. After completing his undergraduate studies at the University of Louisville, Mark went on to earn an MBA from the University of Kentucky. He is a Chartered Financial Analyst and a member of the Louisville Society of Financial Analysts and currently serves as its President.

Mr.  Ronald Klotter, CFA

Portfolio Manager
Tel : 502-581-7668
Email: rklotter@nationalasset.com
Ron is a member of the Strategy Group and a member INVESCO Research Steering Committee. He has more than 20 years of investment management experience. He completed his undergraduate studies at Miami University of Ohio and earned his MBA from Northwestern University. Ron is a Chartered Financial Analyst and a member of the Louisville Society of Financial Analysts.

Mr.  Chris Tschieder

Client Contact
Tel : 502-581-5276
Email: ctschieder@nationalasset.com
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Mr.  Richard Herrmann, CFA

Portfolio Manager
Tel : 502-581-3609
Email: rherrman@nationalasset.com
Richard is a member of the Strategy Group. He has more than 9 years of investment management experience. Richard graduated from the University of Louisville. He is a Chartered Financial Analyst and a member of the Louisville Society of Financial Analysts.

INVESCO-NAM Product Name

Report Created: July,21 2019.  Copyright Money Manager Review , All rights Reserved.
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