![Eddie Bernhardt](/content/dam/invesco/na/en/images/people/eddie-bernhardt-PER-HRO.jpg)
Eddie Bernhardt
CFA
We are a team of portfolio managers, traders, analysts, and client service representatives who specialize in building customized, tax-smart portfolios—and provide high-touch service at every step of the process.
Build customized portfolios with the backing of our dedicated team of SMA specialists.
Enjoy a streamlined onboarding process thanks to pre-populated documents, e-signing, and our experience working directly with custodians.
Access market insights, trade rationales, and prompt answers to your questions.
Eddie Bernhardt
CFA
Patrick Mullins
Jordan Mixsell
Brittany Russo
Jennifer Tandler
Carl Ahlers
Nicholas Albano
Nicholas Sweet
Christie Zhang
Anthony Legault
Ethan Much
Amy Nazimiec
Bela Kaul
Tim Benzel
CFA
Galen True
CFA
Mark Stockwell
Sarrah McFadden
Ken Frey
CFA
Bailey Buckner
Sean Fuller
Joseph McKay
Coe Carter
Sylvia Ross
CFA
Rory Davan
Kent McGlincy
Stephanie Brown
Stanley Domanski
Kenneth Misner
Jayme Porter
Talk to our SMA specialists about how to bring Custom SMAs to your portfolio. Call us at (866) 769-2773 or provide your contact information and we'll reach out to you.
As of June 30, 2024
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