Jeff Bennett
Portfolio Manager-Equities at Invesco Advisers, Inc.
Profile
Mr. Jeffrey Bennett, CFA MBA, is a Senior Portfolio Manager & Head of Manager Selection at Invesco Advisers, Inc. He joined Invesco when the firm combined with OppenheimerFunds in 2019.
Prior to joining Invesco, he was a senior portfolio manager and manager due diligence specialist in the OppenheimerFunds Global Multi-Asset Group (GMAG).
Before joining OppenheimerFunds in 2016, he was with Alliance Bernstein as a managing director on the alternative investment management team, focusing on asset allocation and portfolio construction, as well as manager identification and due diligence.
He was also director of research for Fischer & Co. Prior to that, he was the primary analyst at Summit Private Investments, a fund of hedge funds that focuses on long/short and event-driven strategies.
Mr. Bennett earned a BS degree in chemical engineering from the University of California, Los Angeles, as well as an MBA in analytic finance and econometrics from the University of Chicago.
He is a Chartered Financial Analyst (CFA) charterholder.
Jeff Bennett active positions
| Companies | Position | Start |
|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Portfolio Manager-Equities | 23/05/2019 |
Former positions of Jeff Bennett
| Companies | Position | End |
|---|---|---|
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Portfolio Manager-Equities | 23/05/2019 |
Fischer & Co. LLC
 Fischer & Co. LLC Investment ManagersFinance Fischer & Co. LLC engages in operating as an independent investment advisor. It serves private clients and middle market institutions. The company was founded by Alan A. Fischer and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Jeff Bennett
| University of California, Los Angeles | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Fischer & Co. LLC
Fischer & Co. LLC Investment ManagersFinance Fischer & Co. LLC engages in operating as an independent investment advisor. It serves private clients and middle market institutions. The company was founded by Alan A. Fischer and is headquartered in New York, NY. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
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