Juliet Ellis
BA degree, CFA charterholder
About
Juliet Ellis is senior portfolio manager for a small cap equity portfolio and a small cap growth portfolio. She also serves as Chief Investment Officer for Invesco’s US Growth Investment Management Unit. Juliet has been a lead portfolio manager for small-cap asset strategies since 1993.
Prior to joining Invesco in 2004, Juliet was a Managing Director with JPMorgan Fleming Asset Management, where she served as senior portfolio manager of JPMorgan’s small cap equity and small cap growth strategies. At JPMorgan, she was responsible for the management of mutual funds, sub-advised portfolios and institutional separate account portfolios. She joined JPMorgan in 1987 as an equity analyst, and also served as assistant portfolio manager and Director of Equity Research before being promoted to senior portfolio manager in 1993 and Managing Director in 2000. She began her investment career in 1981 with Merrill Lynch.
Juliet graduated Cum Laude and is a Phi Beta Kappa graduate of Indiana University with a BA degree in Economics and Political Science. She is also a CFA charterholder.
Profile
Job title | CIO, US Growth Equities |
---|---|
In group | 15 Years |
Experience | 38 Years |
Location | Houston |
Team | Invesco Fundamental Equities - US Sector Equities |