Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern - 1957 Nominee President and Chief Executive Officer, Houston Endowment, Inc. |
| 2018-06-25 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP. The members of the Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The members of the Investments Committee are Messrs. Arch (Vice Chair), Crockett (Chair), Fields, Flanagan, Stickel, Taylor, Troccoli (Vice Chair) and Wilson, Mss. Hostetler, Ressel and Stern and Drs. Jones (Vice Chair) and Mathai-Davis. The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP The Board believes that Ms. Sterns knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2020-06-18 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP, Federal Reserve Bank of Dallas The Governance Committee is composed of Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Investments Committee is composed of Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair). The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B. |
| 2021-06-22 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. The members of the Audit Committee are Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. The Investments Committee members include Ms. Stern. |
| 2022-06-22 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. Formerly: Executive Vice President, Texas Children’s Hospital; Vice President, General Counsel and Corporate Compliance Officer, Texas Children’s Hospital Number of Funds Overseen: 190 Other Trusteeships: Trustee and Board Vice Chair of Holdsworth Center; Trustee and Chair of Nomination/Governance Committee, Good Reason Houston; Trustee and Investment Committee member of University of Texas Law School Foundation; Board Member of Greater Houston Partnership; Advisory Board member, Baker Institute for Public Policy at Rice University Compensation: $430,089 |
| Filing Date | Source Excerpt |
|---|---|
| 2018-06-25 | Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served in various capacities at Texas Children's Hospital from 2003 to 2012, including General Counsel and Executive Vice President. |
| 2019-07-05 | Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. ... The Board believes that Ms. Stern's knowledge of financial services and investment management and her experience as a director benefit the Funds. |
| 2020-06-18 | President and Chief Executive Officer, Houston Endowment Inc.; Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital. |
| 2021-06-22 | Ms. Stern is President and CEO of Houston Endowment Inc. and has legal background. |
| 2022-06-22 | Ms. Stern has served since 2012 as President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served in various capacities at Texas Children’s Hospital from 2003 to 2012, including General Counsel and Executive Vice President. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | President and Chief Executive Officer, Houston Endowment, Inc.; Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital |
| 2018-06-25 | President and Chief Executive Officer, Houston Endowment, Inc. Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital |
| 2019-07-05 | Ann Barnett Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. ... The Board believes that Ms. Stern’s knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2020-06-18 | President and Chief Executive Officer, Houston Endowment Inc.; Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital. |
| 2021-06-22 | Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc. and formerly served as General Counsel and Executive Vice President of Texas Children’s Hospital. |
| 2022-06-22 | Ann Barnett Stern has served as President and Chief Executive Officer of Houston Endowment Inc. and held various legal and compliance roles. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ms. Stern is President and CEO of Houston Endowment, Inc. and has served as General Counsel and Executive Vice President at Texas Children's Hospital. |
| 2018-06-25 | Ann Barnett Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. She has served in this capacity since 2012. Formerly, Ms. Stern served in various capacities at Texas Children's Hospital from 2003 to 2012, including General Counsel and Executive Vice President. Ms. Stern is also currently a member of the Dallas Board of the Federal Reserve Bank of Dallas, a role she has held since 2013. |
| 2019-07-05 | Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. ... The Board believes that Ms. Stern's knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2020-06-18 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served as General Counsel and Executive Vice President at Texas Children’s Hospital. |
| 2021-06-22 | Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served in various capacities at Texas Children’s Hospital from 2003 to 2012, including General Counsel and Executive Vice President. |
| 2022-06-22 | Ann Barnett Stern has served as President and CEO of Houston Endowment Inc. and held legal and executive roles at Texas Children’s Hospital. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served in various capacities at Texas Children’s Hospital from 2003 to 2012, including General Counsel and Executive Vice President. |
| 2018-06-25 | Ann Barnett Stern - President and Chief Executive Officer, Houston Endowment, Inc.; Formerly Executive Vice President and General Counsel, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP. |
| 2019-07-05 | President and Chief Executive Officer, Houston Endowment Inc. Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital. |
| 2020-06-18 | Ann Barnett Stern is President and CEO of Houston Endowment Inc., a private philanthropic institution. She previously served as Executive Vice President and General Counsel at Texas Children's Hospital. |
| 2021-06-22 | Ms. Stern is President and CEO of Houston Endowment Inc. and formerly served as General Counsel and Executive Vice President of Texas Children’s Hospital. |
| 2022-06-22 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. Ms. Stern has served since 2012 as President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served in various capacities at Texas Children’s Hospital from 2003 to 2012, including General Counsel and Executive Vice President. Previously, Ms. Stern served as a director of the Federal Reserve Bank of Dallas, where she served on the Audit Committee from 2013 to 2019 and co-chaired the Presidential Search Committee in 2015. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | President and Chief Executive Officer, Houston Endowment, Inc.; Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital |
| 2018-06-25 | Ann Barnett Stern - President and CEO of Houston Endowment, Inc.; Formerly Executive VP and General Counsel at Texas Children's Hospital. |
| 2019-07-05 | Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served in various capacities at Texas Children's Hospital from 2003 to 2012, including General Counsel and Executive Vice President. |
| 2020-06-18 | President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) ... Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital. |
| 2021-06-22 | Ms. Stern is President and CEO of Houston Endowment Inc. and has legal experience. |
| 2022-06-22 | Ms. Stern’s knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution); Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital |
| 2018-06-25 | Ann Barnett Stern - President and Chief Executive Officer, Houston Endowment, Inc.; Formerly: Executive Vice President and General Counsel, Texas Children's Hospital; Attorney, Beck, Redden and Secrest, LLP. |
| 2019-07-05 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. She has served in this capacity since 2012. Formerly, Ms. Stern served in various capacities at Texas Children's Hospital from 2003 to 2012, including General Counsel and Executive Vice President. Ms. Stern is also currently a member of the Dallas Board of the Federal Reserve Bank of Dallas, a role she has held since 2013. |
| 2020-06-18 | Ann Barnett Stern is President and CEO of Houston Endowment Inc., a private philanthropic institution. Formerly, she served as General Counsel and Executive Vice President at Texas Children’s Hospital. |
| 2021-06-22 | Ms. Stern is President and Chief Executive Officer of Houston Endowment Inc. and formerly served as General Counsel and Executive Vice President of Texas Children’s Hospital. |
| 2022-06-22 | Ms. Stern has served as President and CEO of Houston Endowment Inc. and held various legal and compliance roles. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-06-25 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. She has served in this capacity since 2012. Formerly, Ms. Stern served in various capacities at Texas Children’s Hospital from 2003 to 2012, including General Counsel and Executive Vice President. |
| 2019-07-05 | Ms. Stern’s knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2020-06-18 | Ann Barnett Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served in various capacities at Texas Children’s Hospital, including General Counsel and Executive Vice President. |
| 2021-06-22 | Ms. Stern is President and Chief Executive Officer of Houston Endowment Inc. and formerly served as General Counsel and Executive Vice President at Texas Children’s Hospital. |
| 2022-06-22 | Ms. Stern has served as President and Chief Executive Officer of Houston Endowment Inc. and held legal and compliance roles at Texas Children's Hospital. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-06-25 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served in various capacities at Texas Children's Hospital from 2003 to 2012, including General Counsel and Executive Vice President. |
| 2019-07-05 | Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. ... The Board believes that Ms. Stern's knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2020-06-18 | Ann Barnett Stern is President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, she served as General Counsel and Executive Vice President at Texas Children’s Hospital. |
| 2021-06-22 | Ms. Stern's knowledge of financial services and investment management and experience as a director. |
| 2022-06-22 | Ms. Stern has served as President and Chief Executive Officer of Houston Endowment Inc. and held various legal and executive roles at Texas Children’s Hospital. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-06-25 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served in various capacities at Texas Children’s Hospital from 2003 to 2012, including General Counsel and Executive Vice President. |
| 2019-07-05 | Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served in various capacities at Texas Children's Hospital from 2003 to 2012, including General Counsel and Executive Vice President. |
| 2020-06-18 | President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital. |
| 2021-06-22 | The Board believes that Ms. Stern’s knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2022-06-22 | Ms. Stern has served since 2012 as President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served in various capacities at Texas Children’s Hospital from 2003 to 2012, including General Counsel and Executive Vice President. Previously, Ms. Stern served as a director of the Federal Reserve Bank of Dallas, where she served on the Audit Committee from 2013 to 2019 and co-chaired the Presidential Search Committee in 2015. She currently serves on the board of the University of Texas Law School Foundation, the Holdsworth Center, Good Reason Houston, and the Greater Houston Partnership. She also serves on the advisory board of the Baker Institute for Public Policy at Rice University. She has served on the boards of a number of other civic and nonprofit organizations, including the Houston Branch of the Federal Reserve Bank of Dallas, St. John’s School (where she served as Board Chair from 2011 to 2016), and Texas Children’s Hospital. The Board believes that Ms. Stern’s knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-06-25 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. She has served in this capacity since 2012. Formerly, Ms. Stern served in various capacities at Texas Children’s Hospital from 2003 to 2012, including General Counsel and Executive Vice President. |
| 2019-07-05 | Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served in various capacities at Texas Children’s Hospital from 2003 to 2012, including General Counsel and Executive Vice President. |
| 2020-06-18 | Ann Barnett Stern is President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, she served as General Counsel and Executive Vice President at Texas Children's Hospital. |
| 2021-06-22 | Ms. Stern is President and CEO of Houston Endowment Inc. and has legal background. |
| 2022-06-22 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. Ms. Stern has served since 2012 as President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. Formerly, Ms. Stern served in various capacities at Texas Children’s Hospital from 2003 to 2012, including General Counsel and Executive Vice President. The Board believes that Ms. Stern’s knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
Data sourced from SEC filings. Last updated: 2025-08-30