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Reported covered position: - Economic Policy Legislative Assistant, Sen. Gary Peters Aug.'22-Aug.'24 - Legislative Aide, Sen. Tammy Baldwin Jun.'22-Aug.'22 - Legislative Correspondent, Sen. Tammy Baldwin Jun.'20-Jun.'22 - Legislative Intern, Sen. Tom Carper Feb.'20-Jun.'20
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
INVESCO GROUP SERVICES, INC. via INVESCO GROUP SERVICES, INC.
2026 · third_quarter · Q3
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Tax policy (implementation of Public Law No: 119-21: Big Beautiful Bill Act)
Source: Senate LDA
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Increasing Investor Opportunities Act
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Increasing Investor Opportunities Act
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Increasing Investor Opportunities Act
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Retirement Fairness for Charities and Educational Institutions Act of 2024
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Retirement Fairness for Charities and Educational Institutions Act of 2024
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Retirement Fairness for Charities and Educational Institutions Act of 2024
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Tax policy (implementation of H.R. 1)
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Tax Policy (H.R. 1).
Increasing Investor Opportunities Act
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Increasing Investor Opportunities Act
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Increasing Investor Opportunities Act
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063/S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Increasing Investor Opportunities Act
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063/S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063/S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063/S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Retirement Fairness for Charities and Educational Institutions Act of 2024
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063/S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Retirement Fairness for Charities and Educational Institutions Act of 2024
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Retirement Fairness for Charities and Educational Institutions Act of 2024
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Retirement Fairness for Charities and Educational Institutions Act of 2024
Client: INVESCO GROUP SERVICES, INC. · Firm: INVESCO GROUP SERVICES, INC.
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063/S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Increasing Investor Opportunities Act
Client: INVESCO HOLDING COMPANY (US), INC · Firm: INVESCO HOLDING COMPANY (US), INC
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Increasing Investor Opportunities Act
Client: INVESCO HOLDING COMPANY (US), INC · Firm: INVESCO HOLDING COMPANY (US), INC
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: INVESCO HOLDING COMPANY (US), INC · Firm: INVESCO HOLDING COMPANY (US), INC
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Retirement Fairness for Charities and Educational Institutions Act of 2023
Client: INVESCO HOLDING COMPANY (US), INC · Firm: INVESCO HOLDING COMPANY (US), INC
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Retirement Fairness for Charities and Educational Institutions Act of 2024
Client: INVESCO HOLDING COMPANY (US), INC · Firm: INVESCO HOLDING COMPANY (US), INC
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Retirement Fairness for Charities and Educational Institutions Act of 2024
Client: INVESCO HOLDING COMPANY (US), INC · Firm: INVESCO HOLDING COMPANY (US), INC
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INVESCO GROUP SERVICES, INC. via INVESCO GROUP SERVICES, INC.
2026 · second_quarter · Q2
Tax policy (implementation of Public Law No: 119-21: Big Beautiful Bill Act)
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INVESCO GROUP SERVICES, INC. via INVESCO GROUP SERVICES, INC.
2026 · first_quarter · Q1
Tax policy (implementation of Public Law No: 119-21: Big Beautiful Bill Act)
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INVESCO GROUP SERVICES, INC. via INVESCO GROUP SERVICES, INC.
2025 · fourth_quarter · Q4
Tax policy (implementation of Public Law No: 119-21: Big Beautiful Bill Act)
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INVESCO GROUP SERVICES, INC. via INVESCO GROUP SERVICES, INC.
2025 · third_quarter · Q3
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Tax policy (implementation of H.R. 1)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INVESCO GROUP SERVICES, INC. via INVESCO GROUP SERVICES, INC.
2025 · second_quarter · Q2
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063/S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Tax Policy (H.R. 1).
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INVESCO GROUP SERVICES, INC. via INVESCO GROUP SERVICES, INC.
2025 · first_quarter · Q1
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063/S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Tax Policy.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INVESCO HOLDING COMPANY (US), INC via INVESCO HOLDING COMPANY (US), INC
2024 · fourth_quarter · Q4
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Tax policy.
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INVESCO HOLDING COMPANY (US), INC via INVESCO HOLDING COMPANY (US), INC
2024 · third_quarter · Q3
Tax policy.
Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)