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Lu Ann Stella Katz
Profile
Lu Ann Stella Katz worked as a Trustee at Van Kampen Trust for Insured Municipals, Head of Global Liquidity Portfolio Management at Invesco Advisers, Inc., and Principal at First City, Inc. and the University of Wisconsin.
She also worked as a Principal at First Wisconsin Bank & Trust Co. (Brookfield, Wisconsin) in 1991.
Katz earned an undergraduate degree and an MBA from the University of Wisconsin.
Former positions of Lu Ann Stella Katz
Companies | Position | End |
---|---|---|
Van Kampen Trust for Insured Municipals
![]() Van Kampen Trust for Insured Municipals Investment Trusts/Mutual FundsMiscellaneous Van Kampen Trust for Insured Municipals is a high level of current income exempt from federal income tax, consistent with preservation of capital. The trust portfolio is a diversified portfolio where, under normal market conditions, primarily all of the trust's assets will be invested in municipal securities that are covered by insurance with respect to timely payment of principal and interest. Van Kampen Trust for Insured Municipals was founded on January 24, 922, and is headquartered in New York, NY. | Director/Board Member | 2010-05-31 |
First Wisconsin Bank & Trust Co. (Brookfield, Wisconsin) | Corporate Officer/Principal | 1991-12-30 |
University of Wisconsin | Corporate Officer/Principal | - |
First City, Inc. | Corporate Officer/Principal | - |
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. | Head-Fixed Income Invts | - |
Training of Lu Ann Stella Katz
University of Wisconsin | Masters Business Admin |
Experiences
Positions held
Linked companies
Private companies | 4 |
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Van Kampen Trust for Insured Municipals
![]() Van Kampen Trust for Insured Municipals Investment Trusts/Mutual FundsMiscellaneous Van Kampen Trust for Insured Municipals is a high level of current income exempt from federal income tax, consistent with preservation of capital. The trust portfolio is a diversified portfolio where, under normal market conditions, primarily all of the trust's assets will be invested in municipal securities that are covered by insurance with respect to timely payment of principal and interest. Van Kampen Trust for Insured Municipals was founded on January 24, 922, and is headquartered in New York, NY. | Miscellaneous |
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 |
First City, Inc. | Finance |
First Wisconsin Bank & Trust Co. (Brookfield, Wisconsin) | Finance |
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