Colin Geoffrey Mccarthy

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

• 07/2013 → 05/2017
  Putnam Inv/Putnam Retail Management
  Andover, MA
• 05/2017 → 03/2024
  Blackrock
  Boston, MA
• 05/2017 → 03/2024
  Blackrock Investments, Llc
  Boston, MA
• 03/2024 → Present
  Invesco
  Altanta, GA

Previous Registrations

• 2017-05-31 → 2024-03-26
  Blackrock Investment Management, Llc
  Boston, MA
  Princeton, NJ
  West Palm Beach, FL
• 2015-07-28 → 2017-05-23
  Putnam Investment Management, Llc
  Andover, MA
  Boston, MA

Other Businesses

(1) Learning Empowered; Non-Profit serving the underserved community in Pinellas County FL; Board of Directors - Deputy Treasurer; Board of Director Position helping the Non-Profit in their Treasury Department to help implement & oversee sustainable fiscal governance for continued operations; 1.5 hours per month; StartDate: 02/21/2023.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-13
• S63 Uniform Securities Agent State Law Examination
  2013-09-24