Profile
Mr. Timothy M.
Benzel, CFA, is a Head of Invesco Managed Accounts at Invesco Managed Accounts LLC.
In this role, he is responsible for the Fixed Income Separately Managed Accounts platform, including tax-free, tax-aware, investment grade government/credit, investment grade taxable, and ESG/impact fixed income strategies.
Mr. Benzel joined Invesco when the company combined with OppenheimerFunds in 2019.
He joined OFI Global Asset Management (OFI Global), a subsidiary of OppenheimerFunds, in 2017 from SNW Asset Management when the firm was acquired by OFI Global.
At SNW Asset Management, he served in a similar capacity to his current role at Invesco.
Prior to SNW, Mr. Benzel was with Neuberger Berman Private Asset Management, where his responsibilities included fixed income credit analysis and trading.
He entered the financial industry in 2006.
He received his undergraduate degree from Linfield College.
Tim Benzel active positions
| Companies | Position | Start |
|---|---|---|
Invesco Managed Accounts LLC
Invesco Managed Accounts LLC Investment ManagersFinance IMA manages customized fixed income portfolios on a discretionary basis by primarily allocating assets among municipal securities, corporate debt securities, US government securities, agency securities, mortgage pass-through securities and money market funds. Their investment process and philosophy is centered on active sector and security selection. | Portfolio Manager-Fixed Income | 30/06/2010 |
Former positions of Tim Benzel
| Companies | Position | End |
|---|---|---|
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Analyst-Equity | 31/05/2010 |
Training of Tim Benzel
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Linked companies
| Private companies | 3 |
|---|---|
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Finance |
Linfield College
Linfield College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Invesco Managed Accounts LLC
Invesco Managed Accounts LLC Investment ManagersFinance IMA manages customized fixed income portfolios on a discretionary basis by primarily allocating assets among municipal securities, corporate debt securities, US government securities, agency securities, mortgage pass-through securities and money market funds. Their investment process and philosophy is centered on active sector and security selection. | Finance |
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