James Anania

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

• 10/2019 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Latham, NY
• 06/2018 → 08/2018
  Stojo
  Brooklyn, NY
• 06/2017 → 08/2017
  Pabst Brewing Company
  Los Angeles, CA
• 08/2015 → 05/2019
  Suny Geneseo
  Geneseo, NY
• 06/2019 → 10/2019
  Unemployed
  Cooperstown, NY
• 01/2021 → 12/2023
  Goldman Sachs & Co. Llc
  Cohoes, NY
• 12/2023 → Present
  Invesco
  New York, NY

Previous Registrations

• 2021-07-27 → 2023-12-21
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-07-24
• S63 Uniform Securities Agent State Law Examination
  2020-01-17