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- Jeff Everett, CFA
Jeff Everett, CFA
Jeff Everett is Co-Chief Investment Officer for the Invesco Global Core Equity team, along with
Ron Sloan. He is a seasoned leader of global and international equity teams, with nearly 30
years of investment management experience, and has worked in the Bahamas, United States
and China.
Mr. Everett joined Invesco in 2016 from Wells Capital Management, Inc. (WellsCap), where he
was managing partner and portfolio manager for the EverKey Global Equity team. He joined
WellsCap following its acquisition of EverKey Global Partners, where Mr. Everett had served as
a founding managing partner since 2007. At EverKey, Mr. Everett developed an investment
approach utilizing fundamental research and risk research in order to construct global
portfolios.
Prior to founding EverKey, Mr. Everett spent 19 years at Templeton Global Advisors, serving as
president from 2001 through 2007. As president, Mr. Everett had responsibility for all
portfolio management activities for mutual fund portfolios. Mr. Everett also served as lead
portfolio manager for several funds for both US and non-US investors. Earlier in his career, Mr.
Everett was employed by First Pennsylvania Bank as an equity and convertible bond analyst.
He began his investment industry career in 1987.
Mr. Everett earned a bachelor’s degree in finance from Pennsylvania State University, and he is
a CFA charterholder. Mr. Everett currently serves on the executive committee of the Templeton
World Charity Foundation and as a director of the Lyford Cay Foundation, and he remains
active in community organizations in both the US and Bahamas.