Profile
Mr. Jim Pfertner is a Senior Director & Portfolio Manager at Invesco Advisers, Inc. His current duties include fundamental and securities research on real asset securities.
Mr. Pfertner began his investment career in 2001 and joined Invesco in 2013.
Prior to joining Invesco, he was a director at Highland Capital Management, LP, where he focused on identifying investment opportunities in both debt and equity investments.
In addition, he managed a portfolio of commercial mortgage-backed securities, real estate investment trusts, syndicated loans and equity real estate investments.
Previously, he was an investment analyst for PGIM Real Estate Finance, underwriting commercial and multifamily properties across the US for debt investment opportunities.
Mr. Pfertner also held various roles with JPMorgan Chase and Morgan Stanley.
He earned a BA degree in economics from The University of Texas at Austin and an MBA from Southern Methodist University.
Jim Pfertner active positions
| Companies | Position | Start |
|---|---|---|
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Portfolio Manager-Equities | 31/01/2013 |
Training of Jim Pfertner
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Listed companies
Private companies
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1st degree companies
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| Private companies | 3 |
|---|---|
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Finance |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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