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Spotlight on AIM Alumni

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nancy profileNancy Ann Beck-Deane, age 56, of Sugarland, Texas passed away peacefully at home on Wednesday, May 30th, 2018 surrounded by her loving family. Nancy was born on May 28th, 1962 in Warren, Ohio. She moved with her family to Houston in 1977 and graduated from J. Frank Dobie High School in 1980.

Nancy later earned a B.B.A. From the University of Houston and spent several years in Management at Continental Airlines. In 1994, she joined AIM Management Group (later Invesco) which become her professional and personal home for the rest of her life. She cherished the friendships she made over the years. As travel was a major part of her responsibilities, her network of fun and fascinating acquaintances was extensive.

Nancy’s generosity extended to many charitable and educational organizations, including St. Anne’s School, St. Agnes Academy, St. Thomas High School, Bauer College of Business at UofH, and South Texas College of Law. She was a Lifetime Committeeman with the Houston Livestock Show and Rodeo (Health Committee) and proud supporter of The Houston Police Foundation, Dress for Success, Casa de Esperanza, and Baylor Foundation for Teen Health.

As an avid Rockets fan and season ticket holder for the last 25 years, she treasured her many friends throughout the organization. Nancy was a longtime member of Sweetwater Country Club.

Nancy is preceded in death by the love of her life, John Deane, her father, David A. Beck, and maternal and paternal grandparents. Read the full obituary here.

She is survived by her mother, Rosemary Beck, her sister, Debbie Beck, and beloved niece, Annie Beck, all of Sugarland; sister Diane Lewis (husband Gregg), and three nephews (Nick, Andy and Dan) all of Rome, Georgia; and Uncle Mark O’Malley of Gerard, Ohio.

The funeral mass was held on Saturday, June 2nd, 2018 at 11am at St. Anne’s Church in Houston, Texas. Pallbearers were Doug Bauer, Christopher Crum, Gary Crum, Jack Fields, Carl Frischling, Bob Graham, Mark McMeans, Abbott Sprague, Jim Steuve, and Greg Willbanks.

In lieu of flowers, tax deductible donations may be made to the John H. and Nancy Beck Deane Memorial Fund through the Greater Houston Community Foundation, 4550 Post Oak Place, #100, Houston, TX 77027.

charles grobCharles (Chuck) Earl Grob passed away from a lengthy illness on Thursday, May 17, 2018, surrounded by his loving family. Chuck is survived by his wife, Nancy, and children Charles and his wife Shara Grob, and Carolyn Grob. Chuck worked at AIM/Invesco from 1987-2014 as a Senior Analyst, Municipal Bonds, and worked for himself after leaving the Firm.

A memorial service and celebration of Chuck's life was held in The Chapel at Chapelwood Church on Tuesday, May 22, 2018. 

In lieu of flowers, contributions honoring Chuck can be made to:
Challenge Aspen
PO Box 6639
Snowmass Village,
CO 81615
or online at:
www.challengeaspen.org

Houston Hospice
1905 Holcombe Blvd.
Houston, TX 77030

or the charity of your choice.

Lyman Amy square

Lyman Missimer is enjoying retirement, particularly the fact that he no longer gets up at 5am to commute from downtown Chicago to the suburbs. “We spent a wonderful summer in Chicago, and we will be in Houston this winter. Lyman is one of a number of members who will be at Kirby Ice House April 4, 2019. We hope to see you too!

After being through many other different situations, AIM was always the best. The company is near and dear to my heart.

Lyman Missimer

Lyman was working at a bank in Chicago in 1995 when a head hunter contacted him. “When AIM recruited me,” recalls Lyman, “all I knew about Houston was that it was warmer and cheaper than Chicago. My wife was also able to transfer with her company, so we looked forward to the new opportunities. I was hired to be Karen Dunn Kelley’s eyes and ears. She lived in Houston while her husband Joe completed his residency. When they relocated, Karen commuted from Pittsburgh. It was a struggle to run the money market desk day to day, but Ted and Gary did not wish to lose Karen which created a role for me,” said Lyman.

“My first impression of AIM was my interview day in the summer of 1995. Karen flew me to Houston and I remember it was a long and grueling nine-hour day of interviews. I had worked at banks so far in my career; I had never met or even been on the floor with a bank chairman. On my interview day, I was invited to lunch with Ted and Gary.

On my interview day, I was invited to lunch with Ted and Gary. It was incredible that I met the founding father of the firm that day. 

Lyman Missimer

We all worked together on the 19th floor. If the founding fathers spent time with employees, that impressed me. The most important factor why I joined was Karen. I was impressed with her, her knowledge, her presence and her confidence. Karen and I have worked together for a long time, and I never regretted joining AIM.”

lyman missimer group photo

“Another memory I recall happened shortly after I started. There was an employee meeting, and I did not know what to expect. I had a conflict, so I was on my way to the elevator to go to my other appointment. Mr. Bauer asked was I going to the employee meeting; he told me if you don’t go to the AIM employee meeting you are not an AIM employee. So, I turned around and attended the meeting. I learned my lesson that Mr. Bauer cares,” said Lyman.

The family moved back to Chicago in 2013 as part of a restructuring that Greg McGreevey initiated. Lyman worked in fixed income and while most of the team moved to Atlanta, he was put in charge of the municipal business in Chicago.

In April of this year, both Lyman and Karen were in Houston to catch up with the money market team with whom they had worked in prior years. They planned the team event around the AIM Alumni happy hour. “Both events were fun,” said Lyman. “While I did not work for Karen all the time I was at the firm, we remained friends. I was at Karen’s son’s wedding this summer where I saw Dawn and other AIM folks.”

said Lyman. 

Karen Dunn Kelly was unanimously confirmed by the U.S. Senate to serve as Undersecretary of Commerce reporting to Wilbur Ross.

Karen also retired from Invesco in 2017, and was hired to work for Wilbur Ross in the Department of Commerce as Undersecretary of Commerce for Economic Affairs. She started in August after her unanimous confirmation by the U.S. Senate. Ross first connected with Karen and Invesco when the firm purchased his company. Through the negotiations, Ross got to know and respect Karen. Consequently, he reached out to ask her to join his team.

It’s a cliché, but AIM was more like a family than a business.

Lyman Missimer

“Ted, Gary and Bob worked in the three corner offices; you always saw them and knew they cared. As the firm grew, that changed but it was always a good time. I will always remember it” said Lyman.  

Mike Cemo DoctorateWe are proud to share that Mike Cemo was awarded an Honorary Doctorate by the University of Houston. He joins other distinguished individuals including the Honorable George H. W. Bush (1994), The Honorable William P. Hobby, Jr. (1997), and our own Charles T. "Ted" Bauer (2001).

Renu Kahator, chancellor of the University of Houston and the thirteenth president of the UH, presented Mike with his honorary doctorate.

Mike's daughter Stephanie shared the picture and said "I am so very proud of my father and all he has achieved in his life so far. He came from humble beginnings, the only child of a barber and a housewife, neither having high school diplomas. I feel he has always valued education and he felt fortunate to have graduated from UH in 1968."

Stephanie shared that Mike was a school teacher and awesome husband/father. He helped to build a successful mutual fund company, served on many advisory boards in the past 30 years, was appointed to the Board of Regents at UH for a six year term by the Governor of Texas, his family foundation gives to causes benefiting education and he pioneered efforts to push the Bauer College of Business at the University of Houston into the top 50 business schools in the U.S. Stephanie finishes, by saying "all while never missing a baseball game or birthday. You deserve this Honorary Doctorate more than anyone I know, Dad."  

There are a number of YouTube videos sharing the impact Mike has had upon the University of Houston including this one.

Click here to message Doctor Cemo

swabi uus 305Swabeera Uus recently joined T Rowe Price in Baltimore, Maryland and it is no coincidence that two other former AIM colleagues work at the company.

Also at T. Rowe Price are Donna Anderson, head of Corporate Governance and Socially Responsible Investing and Sheila Simmons Schubarth, head of Global Communications Compliance. Sheila sent Swabi a job description for the role Swabi now holds, which is within Sheila’s team. The women first met in 2004 when Swabi managed the internal sales desk for Mark McMeans and Sheila was in marketing. The two became friends, and when Swabi left AIM/Invesco for Eagle Global Advisors, they kept in touch.

“Over Mother’s Day weekend, I was in New York and Sheila sent me a job description for Senior Manager, Investment Communications Compliance. I found out later the position was written and available from the start of 2017. They were looking for the right person who would mesh nicely with the Investments team but report to Compliance. Sheila thought of me. I am embedded in the multi asset solutions investment team, sitting with investment folk. Being a learner, I like learning new things. No matter my age or experience, I am continually looking for new things to learn. I am using my investment knowledge and learning the investment advisory compliance landscape.” said Swabi.

Swabi loved her job at Eagle Global Advisors in Houston, where she worked for over ten years after leaving Invesco. “My professional life was very rewarding,” she shares. Her transition to T. Rowe Price in Baltimore is a change in many ways. “T. Rowe Price has over 6,000 employees and over 900 billion assets under management,” shares Swabi, while Eagle is a small firm. “I loved my job at Eagle. It is a privately-owned company with 32 plus employees and under $5 billion in assets. It was tough to leave. They were sad to see me go and I was sad,” but as Swabi shared, she likes to keep learning and this new role fills that objective.

In addition, Swabi is closer to her parents and brother. “With my daughter living in Florida and finishing her graduate degree, I am an empty nester,” said Swabi. “It is nice to be closer to my family.”

Sheila joined T. Rowe Price in 2013 and now heads up a group of 15 people in Maryland, Hong Kong and London. She is also raising her three sons. Donna has been with T. Rowe Price since 2007 and her daughter is 14, and an enthusiastic world traveler like her Mom.