Karen Fernandes

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

• 10/2013 → 02/2022
  Mbsc Securities Corporation
  Boston, MA
• 10/2013 → 01/2018
  Mellon Capital Management
  Boston, MA
• 02/2018 → 08/2021
  Mellon
  Boston, MA
• 09/2021 → 02/2022
  Newton
  Boston, MA
• 04/2022 → 04/2024
  Foreside Fund Services, Llc
  Boston, MA
• 03/2022 → 04/2024
  Fiera Capital Inc.
  Boston, MA
• 04/2024 → Present
  Invesco
  Atlanta, GA

Previous Registrations

• 2022-07-26 → 2024-04-18
  Fiera Capital Inc.
  Boston, MA
  New York, NY
• 2011-03-08 → 2015-09-16
  Windham Capital Management, Llc
  Boston, MA

Other Businesses

1) Save the Harbor/Save the bay; Non-Investment Related; Boston, MA; Harbor advocacy; Board member; Start 01/2012; 1 hour per month 2) Off Island, LLC; Non-Investment Related; Boston, MA; Rental Properties; Owner; Start 12/2022; 1 hours per month, 0 During Trading Hours 3) The Cure LLC; Non-Investment Related; Boston, MA; Rental Property; Owner; Start 12/2022; 1 hour per month, 0 During Trading Hours. 4) Highwood Owners Association; Non-Investment Related; Pittsfield, VT; Homeowners Association; Board of Directors; Start Date 10/2022; 0 hours per month, 0 During Trading Hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-12-23
• S65 Uniform Investment Adviser Law Examination
  2011-03-07

Other Names

• Karen Lynn Bell
• Karen Bell Fernandes
• Karen Fernandes