Jason Stoneberg
Director of Research - Equity at Invesco Capital Management LLC
Network origin in Jason Stoneberg first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Invesco Capital Management LLC
 Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds.
32
| Subsidiary | Investment Managers | 32 |
Wheaton College (Illinois)
23
| College/University | Other Consumer Services | 23 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jason Stoneberg via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| INVESCO DB MULTI-SECTOR COMMODITY TRUST - INVESCO DB ENERGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal | |
Invesco DB Multi-Sector Commodity Trust
 Invesco DB Multi-Sector Commodity Trust Invesco DB Multi-Sector Commodity Trust engages in the provision of investment management services. The company was founded on August 3, 2006 and is headquartered in Downers Grove, IL. | Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal | ||
Invesco DB US Dollar Index Trust
 Invesco DB US Dollar Index Trust Investment Trusts/Mutual FundsMiscellaneous Invesco DB US Dollar Index Trust operates as an exchange traded fund. It consists of two series, namely Invesco DB US Dollar Index Bearish Fund and Invesco DB US Dollar Index Bullish Fund. The company was founded on August 3, 2006 and is headquartered in Downers Grove, IL. | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal | |
| INVESCO DB MULTI-SECTOR COMMODITY TRUST - INVESCO DB SILVER FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal | |
| INVESCO DB G10 CURRENCY HARVEST FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree Graduate Degree Corporate Officer/Principal Graduate Degree | |
Invesco Specialized Products LLC
 Invesco Specialized Products LLC Financial ConglomeratesFinance Part of Invesco Ltd., Invesco Specialized Products LLC provides investment and financial services. The company is based in Rockville, MD. Anna Paglia has been the CEO of the company since 2020. | Financial Conglomerates | Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal Director of Finance/CFO | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Corporate Officer/Principal Director of Finance/CFO | |
Guggenheim Funds Investment Advisors LLC
 Guggenheim Funds Investment Advisors LLC Investment ManagersFinance Guggenheim Funds Investment Advisors LLC (Guggenheim Funds) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Guggenheim Funds Services LLC, ultimately owned by Guggenheim Capital LLC. Guggenheim Funds provides asset management and investment advisory services to insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Fixed Income | |
First Trust Portfolios LP
 First Trust Portfolios LP Investment ManagersFinance Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
| INVESCO CURRENCYSHARES EURO TRUST | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director of Finance/CFO | |
Melvin Securities LLC
 Melvin Securities LLC Investment Banks/BrokersFinance Melvin Securities LLC is a full-services securities firm headquartered in Chicago. They are a subsidiary of Melvin & Co. LLC. The firm serves public and private entities with both equity and fixed-income products. The firm focuses primarily on the clean energy sector including clean solar, clean fuel, clean ethanol, clean transportation and clean fossil fuels. Incorporated in 1989, the firm has been an exchange specialist since 1991, an equity brokerage since 1992, and entered the fixed-income arena in 1993. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| INVESCO DB MULTI-SECTOR COMMODITY TRUST - INVESCO DB AGRICULTURE FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO | |
| INVESCO DB MULTI-SECTOR COMMODITY TRUST - INVESCO DB BASE METALS FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO | |
| INVESCO QUALITY MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
| North Central College | College/University | Undergraduate Degree Undergraduate Degree | |
| Invesco Exchange-Traded Fund Trust | Investment Trusts/Mutual Funds | General Counsel Treasurer | |
| INVESCO MUNICIPAL OPPORTUNITY TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
| INVESCO PENNSYLVANIA VALUE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
| INVESCO ADVANTAGE MUNICIPAL INCOME TRUST II | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
| INVESCO MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
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. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
| Invesco Actively Managed Exchange Traded Fund Trust | Finance/Rental/Leasing | General Counsel Treasurer | |
Invesco Exchange-Traded Fund Trust II
 Invesco Exchange-Traded Fund Trust II Investment Trusts/Mutual FundsMiscellaneous Invesco Exchange-Traded Fund Trust II was organized as a Massachusetts business trust on October 10, 2006. The Trust is an investment company consisting of twenty-nine separate exchange-traded funds. | Investment Trusts/Mutual Funds | General Counsel Treasurer | |
| Invesco India Exchange-Traded Fund Trust | Investment Trusts/Mutual Funds | General Counsel Treasurer | |
| INVESCO SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
| INVESCO HIGH INCOME 2024 TARGET TERM FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
| State University of New York at Buffalo | College/University | Undergraduate Degree Undergraduate Degree | |
11 Tribes Management, LLC
 11 Tribes Management, LLC Investment ManagersFinance 11 Tribes Management LLC (11 Tribes Ventures) is a venture capital firm founded in 2020 by Mark Phillips. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Investor | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin | |
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Investment Managers | Chief Executive Officer Investment Committee Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| INVESCO HIGH INCOME 2023 TARGET TERM FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
| Invesco Actively Managed Exchange Traded Commodity Fund Tr | Investment Trusts/Mutual Funds | General Counsel Treasurer | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
| INVESCO TRUST FOR INVESTMENT GRADE MUNICIPALS | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
| INVESCO BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
Invesco Distributors, Inc.
 Invesco Distributors, Inc. Financial ConglomeratesFinance Part of Invesco Ltd., Invesco Distributors, Inc. provides fund management services. The company is based in Denver, CO. The CEO of the company is Mark Hurst Williamson. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Innovator Capital Management LLC
 Innovator Capital Management LLC Investment ManagersFinance Innovator Capital Management LLC (Innovator) is an independent registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 2014 by Harold Bond and John Southard, Jr. Innovator offers investors multiple investment solutions delivered through the benefit-rich ETF vehicle. | Investment Managers | Founder Chief Investment Officer | |
| INVESCO HIGH INCOME TRUST II | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO |
Statistics
International
| United States | 51 |
Sectoral
| Miscellaneous | 26 |
| Finance | 18 |
| Consumer Services | 8 |
Operational
| Corporate Officer/Principal | 114 |
| Corporate Secretary | 77 |
| General Counsel | 76 |
| Undergraduate Degree | 54 |
| Director/Board Member | 54 |
Most connected contacts
| Insiders | |
|---|---|
| John Zerr | 111 |
| James Bowen | 38 |
| Daniel Draper | 35 |
| Kelli Gallegos | 34 |
| Annette Lege | 15 |
| Ben Fulton | 9 |
| Tom Siomades | 8 |
| Peter Hubbard | 8 |
| Christopher Manaro | 8 |
| Travis E. Trampe | 8 |
| Pratik Doshi | 7 |
| Frank Nicodem | 7 |
| Jeff Kernagis | 7 |
| John Southard | 7 |
| Theodore Samulowitz | 6 |
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