JG

Jacob Gleason

Sr. Research Analyst, ETF and Indexed Strategies at Invesco US

Greater Chicago Area

Overview 

Jacob Gleason is currently working in Investment Stewardship at Invesco, with a background that includes roles as a Senior Research Analyst at Invesco US and as a Principal at Buoyant Ventures. He holds an MBA from Northwestern University - Kellogg School of Management and has experience in financial analysis, portfolio management, and executive reporting, specializing in ClimateTech/CleanTech and Midwest sectors. Gleason's career highlights include his current position at Invesco, where he focuses on investment stewardship, and his previous role as a Principal at Buoyant Ventures, showcasing expertise in financial analysis and portfolio management.

Work Experience 

IU

Invesco US

  • Sr. Research Analyst, ETF and Indexed Strategies

    2023 - Current

    Lead research and oversight of investment stewardship for passive investment products

Invesco is an independent investment management firm delivering an investment experience designed to help people get more out of life.

Raised $180,000,000.00.

invesco.com
BV

Buoyant Ventures

  • Principal

    2022 - 2023

    Investment Principal of Buoyant Ventures debut $76 million early stage climate-focused venture fund.

NU

Northwestern University - Kellogg School of Management

  • MBA Candidate

    2021 - 2022

    1 Year Full Time MBA Program

R

Ramp

  • MBA Intern

    2021 - 2022

    Supported Ramp’s Finance team on strategic initiatives, process improvements and documentation

Ramp is a finance automation platform that helps businesses spend less time and money.

Raised $1,817,000,000.00 from Lux Capital, 8VC, Sequoia Capital, Thrive Capital, General Catalyst, D1 Capital Partners, Founders Fund, Contrary, Greylock and Definition.

ramp.com

Sandbox Insurtech Ventures

  • MBA Intern

    2021 - 2021

    MBA intern in support of Sandbox InsurTech, a stage agnostic venture fund investing in software solutions which address strategic challenges within the Insurance industry

BV

Buoyant Ventures

  • MBA Intern

    2020 - 2021

    MBA intern in support of Buoyant Ventures, an early stage venture fund dedicated to investing in digital technologies which mitigate, or help adapt to, climate change. Led research focused on the intersection of Climate and FinTech

WF

Wells Fargo

  • Business Manager, Investment Portfolio Trading

    2018 - 2020

    Served as Director and Business Manager of Wells Fargo's Investment Portfolio Trading division

  • Principal Investments, Financials Sector

    2014 - 2018

    VP and Senior Analyst in Wells Fargo's buy side proprietary investment portfolio covering the Financials sector

  • Market Risk Consultant

    2013 - 2014

    Designed, developed and maintained risk reporting packages to provide transparency and oversight of potential enterprise vulnerabilities

Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

wellsfargo.com
UB

U.S. Bank

  • Portfolio Monitoring Analyst

    2011 - 2012

    Post-undergraduate training program within US Bank's corporate lending division

U.S. Bank Freight Payment is a freight audit & payment firm letting shippers & carriers manage freight payment & audit for transportation.

usbpayment.com

Education 

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