Stephen John Wagenbach

Employer firm

Invesco Advisers, Inc. CRD 105360

$750B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 11/2017
  Commonfund Securities, Inc.
  Wilton, CT
• 11/2017 → Present
  Invesco Distributors, Inc.
  Atlanta, GA

Other Businesses

(1) FAIRFIELD SQUASH CLUB; NOT INVESTMENT RELATED; 2074 BRONSON ROAD, FAIRFIELD, CT 06824; FOSTER INTEREST IN THE SPORT OF SQUASH BY ORGANIZING AND OPERATING A LOCAL CLUB FOR PUBLIC SCHOOL STUDENTS FROM MIDDLE SCHOOL THROUGH HIGH SCHOOL; CO-HEAD; START: 04/2017; 15 HRS/MO, NOT DURING TRADING HOUR; ORGANIZE THE TEAM, COMMUNICATE WITH PARENTS OF PLAYERS, ATTEND PRACTICES AND MATCHES AND INTERFACE WITH PUBLIC SCHOOL LEAGUE REPRESENTATIVES. (2)ASPETUCK LAND TRUST; NOT INVESTMENT RELATED; P.O. BOX 444, WESTPORT, CT 06881; IT IS A NON-PROFIT MEMBERSHIP ORGANIZATION WHOSE MISSION IS THE PRESERVATION AND CONSERVATION OF OPEN SPACE, INCLUDING FARM AND FOREST LAND, AND THE NATURAL RESOURCES LOCATED THEREON, PRIMARILY IN THE TOWNS OF EASTON, WESTON, FAIRFIELD AND WESTPORT, FOR THE BENEFIT AND EDUCATION OF THE PUBLIC; TRAIL STEWARD; START: 09/2017; 6 HRS/MO NOT DURING TRADING HOURS; MAINTAIN ONE OF THE TRUST'S LAND PARCELS INCLUDING TRAIL MAINTENANCE AND INVASIVE SPECIES CONTROL.(3)PLUNKETT LAKE ASSOCIATION; NOT INVESTMENT RELATED; HINSDALE POST OFFICE, HINSDALE, MASSACHUSETTS 01235, USA; HOMEOWNER'S ASSOCIATION TO FOSTER COMMUNICATION AMONGST PROPERTY OWNERS AND THE BROADER COMMUNITY; VOLUNTEER MEMBER OF THE BOARD; START: 06/2019; 02HRS/MO, NOT DURING TRADING HOURS; INTERACT WITH HOMEOWNERS TO UNDERSTAND THEIR CONCERNS AND OBJECTIVES FOR THE COMMUNITY; RELATE THOSE TO BROADER BOARD; ASSIST IN COMMUNICATIONS WITH THE TOWN AND RELATED CONSITUENTS.(4) FAIRWEST PUBLIC SCHOOL SQUASH LEAGUE ASSOCIATION; NOT INVESTMENT RELATED; 11 LINWOOD AVE, RIVERSIDE, CT 06878-1929, USA; TO FURTHER THE SPORT OF SQUASH FOR PUBLIC SCHOOL STUDENTS THROUGHOUT THE GREATER FAIRFIELD COUNTY, CT AND WESTCHESTER COUNTY, NY AREA; SECRETARY AND BOARD MEMBER REPRESENTING FAIRFIELD SQUASH CLUB; START: 06/2016; 02 HRS/MO, NOT DURING TRADING HOURS; REPRESENT THE INTERESTS OF THE FAIRFIELD SQUASH CLUB AT THE LEAGUE LEVEL AND HELP GUIDE THE OVERALL LEAGUE AND PROGRAMS, CO-MANAGE THE MIDDLE SCHOOL PROGRAM AND SEASON OF COMPETITION. (5) 203 SQUASH ASSOCIATION; NOT INVESTMENT RELATED; 1771 POST ROAD EAST, BOX #116, WESTPORT, CT 06880-5606, USA; FURTHER THE JUNIOR SQUASH COMMUNITY IN WESTPORT, FAIRFIELD AND SURROUNDING COMMUNITIES; REPRESENT PUBLIC SCHOOL SQUASH WITHIN THE COMMUNITY; START: 08/2017; 04 HRS/MO, 01 HR DURING TRADING HOURS; AS PRESIDENT OF THE ORGANIZATION, MY ROLE IS COLLABORATE WITH LOCAL CLUBS, SQUASH PROS, OTHER PROGRAMS AND THE LOCAL LEAGUE TO INCREASE INTEREST IN SQUASH AND PROVIDE OUTLETS FOR YOUTH TO ENJOY THE GAME.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-11
• S66 Uniform Combined State Law Examination
  2008-06-13

Other Names

• Steve Wagenbach