Andrew Graham Stone
Analyst-Fixed Income chez Ullico Investment Advisors, Inc.
Profil
Mr. Andrew G.
Stone, CFA MBA, is a Senior Portfolio Manager at Ullico Investment Advisors, Inc. He is focusing on corporate credit and multi-sector investment strategies at UIA Investment Management, LLC.
Mr. Stone leads the firm’s corporate credit investment activity and is actively involved in analyzing and selecting individual corporate credit securities.
Prior to joining UIA-IM, Mr. Stone served as a Director in the Fixed Income Group at Invesco Institutional, based in Atlanta, Georgia.
During his 21 years at Invesco, he held various positions, including serving for six years as a Portfolio Manager for Institutional Core Fixed Income portfolios.
For 12 years, he served as a Senior Credit Research Analyst and covered industrial issuers across the credit spectrum in both cash and structured products.
He also served as a credit trader, trading cash and CDS in the financials sector.
Prior to joining Invesco, Mr. Stone served six years on Active Duty in the US Army as a Field Artillery Officer.
He is a graduate of US Army Airborne and Ranger Schools.
Mr. Stone holds a Master of Business Administration from Duke University’s Fuqua School of Business and a Bachelor of Science in General Engineering from the United States Military Academy at West Point.
He is a Chartered Financial Analyst.
Postes actifs de Andrew Graham Stone
| Sociétés | Poste | Début |
|---|---|---|
Ullico Investment Advisors, Inc.
 Ullico Investment Advisors, Inc. Investment ManagersFinance Ullico Investment Advisors, Inc. (UIA) is a registered investment advisor and hedge fund manager headquartered in Silver Spring, Maryland. The firm is a wholly-owned subsidiary of Ullico, Inc., a privately held stock company. UIA provides investment management services to institutional investors through (i) separately managed accounts, (ii) privately offered commingled investment funds, and (iii) UIA’s affiliates. | Analyst-Fixed Income | 01/08/2019 |
Anciens postes connus de Andrew Graham Stone
| Sociétés | Poste | Fin |
|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Analyst-Fixed Income | 01/07/2019 |
Formation de Andrew Graham Stone
| Duke University | Masters Business Admin |
| US Military Academy | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
Ullico Investment Advisors, Inc.
Ullico Investment Advisors, Inc. Investment ManagersFinance Ullico Investment Advisors, Inc. (UIA) is a registered investment advisor and hedge fund manager headquartered in Silver Spring, Maryland. The firm is a wholly-owned subsidiary of Ullico, Inc., a privately held stock company. UIA provides investment management services to institutional investors through (i) separately managed accounts, (ii) privately offered commingled investment funds, and (iii) UIA’s affiliates. | Finance |
