Ivan Del Rio
As VP, NRC senior advisor consultant for Invesco Distributors, Inc., Ivan Del Rio is passionate about helping investment professionals distinguish themselves from the pack by maximizing their client business and client experience. He attributes his success to his ability to build relationships and deliver a total client experience, focusing on investment thought leadership, portfolio consulting and practice management.
Ranked sixth in mutual fund sales in both the U.S. and in Europe, Invesco is a global investment management firm that manages $1.2 Trillion in assets. It recently acquired Oppenheimer Funds, where Ivan served as vice president, senior advisor consultant, international distribution for seven years before moving to Invesco. The firm serves financial professionals through 15 offices in 25 countries, managing investments across a wide range of asset classes, investment styles, and locations.
Ivan is a CFA® charterholder with 11 years of experience in finance and specialized expertise in the distribution side of asset management. He is in charge of growing the U.S. offshore market in Miami and responsible for distributing Invesco’s financial products to professionals who serve international clients, specifically in Central and South America. As a Miami native, he not only has unique familiarity with the area on an intimate level, but he also understands its distinctive culture and its community.
“I’ve found that it’s uncommon for people who work in the industry in Miami to actually be from Miami, so having grown up here—and being bilingual—I’m a bit of a unique breed among other advisor consultants in the area,” Ivan explains. “This is a relationship-based business. It’s easier for me to connect with my clients and build relationships because we not only speak the same language, but we share the same cultural background; I understand the nuances, views, personalities, and customs unique to the people of Miami.”
Working with financial professionals in Miami fulfills both his personal passion for the community and his professional passion for finance. It would seem his career path was a fateful one—it began there, and led him back. “I always knew I wanted to be in finance. I jumped right in as soon as I graduated from college,” Ivan shares.
After receiving his bachelor’s degree in business administration and management from Florida International University in 2008, Ivan moved to New York and began his career as stockbroker and account executive with boutique firms before assuming the role of VP of investment services for JPMorgan Chase two years later. He moved to Oppenheimer Funds in 2012, serving in the roles of regional advisor consultant; vice president, senior advisor consultant; and, finally, vice president, senior advisor consultant, international distribution—the role that took him home, and his last role before joining Invesco.
With a successful career in finance, serving the people of Miami—Ivan is living his dream, and he’s doing so with a company that matches his passion for the industry and his dedication to his clients. “Invesco offers the largest, most comprehensive practice management curriculum in the industry in Invesco Consulting. We offer programs to help financial professionals get new clients, keep clients loyal and grow their existing business. This is specifically designed to help advisors better articulate their value and help maximize the overall client experience.”
Ivan Del Rio, CFA
VP, NRC Senior Advisor Consultant — Invesco Distributors, Inc.
1555 Peachtree St. NW, #1800
Atlanta, GA 30309