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Josh Rogers
Senior Client Portfolio Manager at Invesco
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:
- Commercialization efforts for the firm's SMA products
- Serving as an expert on Invesco's expanding platform of systematically implemented separately managed accounts
- 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:
- Custom fixed income strategies
- Direct indexing SMAs
- 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
Highlights
I'm hiring! I’m looking for a dedicated, entreprenurial minded Product Manager who will partner with me to drive commercialization efforts for our Custom Equity SMA platform (playing in the “Direct Indexing” space). If you or someone you know would be a good fit for the role, please reach out/apply!
This past week, I officially embarked on the next chapter in my career. I’m excited to announce that I have joined Invesco US as a Client Portfolio Manager dedicated to the Custom Tax-Managed Equity platform! I’ll be working alongside a truly impressive team and I could not be more excited for the opportunities we have ahead of us to build out this platform. #GreaterPossibilitiesTogether
I would be remiss if I didn't also send out a heartfelt “thank you” to my colleagues and friends at J.P. Morgan Asset Management. I feel so fortunate to have had amazing experiences, mentorship, and support over the last five years, and it will not be forgotten. #thankyou
