Invesco Global Consulting: Who we are | Invesco US

Invesco Global Consulting is dedicated to delivering unique and creative solutions designed to help financial professionals grow, keep, and optimize their businesses.

Paul Brunswick

Head of Invesco Global Consulting

Paul Brunswick

Lisa Kueng

Managing Director of Business Development, Invesco Global Consulting

Lisa Kueng

Gary DeMoss

Managing Director Consulting Development & Delivery, Invesco Global Consulting

Gary DeMoss

Jay Therrien

Managing Director of Executive Consulting, Invesco Global Consulting

Jay Therrien

Maura Scherer

Director of Consulting Solutions, Invesco Global Consulting

Maura Scherer

Wayne Badorf

Executive Consultant, Invesco Global Consulting

Wayne Badorf CFP®, CFS®

Shannon Losey

Senior Director, Executive Consultant

Shannon Losey

Dave Thomas

Executive Consultant, Invesco Global Consulting

Dave Thomas CRPC®

John Thorpe

Executive Consultant, Invesco Global Consulting

John Thorpe

Tim Wilkinson

Executive Consultant, Invesco Global Consulting

Tim Wilkinson

Brett Van Bortel

Director of Consulting Services, Invesco Global Consulting

Brett Van Bortel

Rob Kochel

Vice President, Invesco Global Consulting

Rob Kochel

Brian Anderson

Senior Designer, Invesco Global Consulting

Brian Anderson

Tom Rocco

Senior Executive, Business Consultant

Tom Rocco

CIMA

Bob Stammers

Director, Consulting Research and Development Invesco Global Consulting

Bob Stammers

More for your practice

The golden hour

How to keep your best clients

The language of value

How to ask for referrals

Maximize your team

Leveraging your team for optimal performance

Crafting a high-performance practice

Attain and retain high-net-worth clients

Creating and presenting your story with the goal of winning prospective clients

success

failure

Start the conversation.

First Name Please enter the first name

Last Name Please enter the last name

Company Please enter the company name

Business Email Please enter the email address Please enter a valid email address

Thank you for your inquiry. A member of our team will reach out to you shortly.

There was a problem with your submission. Please review your responses and try again. You can also contact your Invesco professional to subscribe to our e-newsletter.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

When you interact with us, we may collect information about you which constitutes personal data under applicable laws and regulations. Our privacy notice explains how we use and protect your personal data.

Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Chartered Mutual Fund Counselor℠ and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA" and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.

Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.

NA2899549

Invesco is an independent investment management company built to help individual investors, financial professionals, and institutions achieve their financial goals. We offer a range of investment strategies across asset classes, investment styles, and geographies. Our asset management capabilities include mutual funds, ETFs, SMAs, model portfolios, indexing and insurance solutions, and more.

Company Information

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

This information is intended for US residents.

The information on this site does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional/financial consultant before making any investment decisions.

Invesco Distributors, Inc., is the US distributor for Invesco Ltd.'s Retail Products, Collective Trust Funds and CollegeBound 529.

Institutional Separate Accounts and Separately Managed Accounts are offered by affiliated investment advisers, which provide investment advisory services and do not sell securities. These firms, like Invesco Distributors, Inc., are indirect, wholly owned subsidiaries of Invesco Ltd.

©2024 Invesco Ltd. All rights reserved