Josh Rogers

Josh Rogers is a Client Portfolio Manager at Invesco US with over 15 years of experience in the financial industry.3 He is based in New York and specializes in custom equities and separately managed accounts (SMAs).23

Role and Responsibilities

As the Lead Client Portfolio Manager for custom equities at Invesco, Josh Rogers focuses on:

1. Commercialization efforts for the firm's SMA products
2. Serving as an expert on Invesco's expanding platform of systematically implemented separately managed accounts
3. Providing expertise on SMAs that offer tax optimization and customization capabilities2

Experience and Expertise

Josh Rogers brings significant experience to his role at Invesco:

• He has worked in the financial industry for more than 15 years3
• Prior to joining Invesco, he held a position as an Executive Director at JPMorgan4
• His expertise lies in the creation and management of customized investment portfolios3

Current Focus

At Invesco, Josh Rogers is particularly involved in:

1. Custom fixed income strategies
2. Direct indexing SMAs
3. Tax-efficient portfolio management2

He often participates in industry events and webinars, sharing insights on topics such as tackling taxes with custom fixed income and direct indexing SMAs.2

Josh Rogers is part of Invesco's dedicated team of SMA specialists who work on building customized, tax-smart portfolios for clients.1 His role involves collaborating with portfolio managers, traders, analysts, and client service representatives to provide high-touch service throughout the investment process.1