ANTHONY J. LACAVA, JR.

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Invesco Bond Fund

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. Previously, Mr. LaCava served as a member of the board of directors and as a member of the audit committee of Blue Hills Bank, a publicly traded financial institution. Mr. LaCava retired after a 37-year career with KPMG LLP (KPMG) where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. From 2005 to 2013, Mr. LaCava served as a member of the board of directors of KPMG and chair of the board’s audit and finance committee and nominating committee. He also previously served as Regional Managing Partner from 2009 through 2012 and Managing Partner of KPMG’s New England practice. Mr. LaCava currently serves as Chairman of the Business Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc. The Board believes that Mr. LaCava’s experience in audit and financial services benefits the Funds.
2020-06-18 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP The Audit Committee is composed of Messrs. Arch, Crockett, LaCava (Chair), Troccoli and Vaughn (Vice Chair) and Mss. Hostetler, Krentzman and Ressel. The Governance Committee is composed of Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B.
2021-06-22 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. The members of the Audit Committee are Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. The Governance Committee members include Mr. LaCava.
2022-06-22 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank; Managing Partner, KPMG LLP Number of Funds Overseen: 190 Other Trusteeships: Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP Compensation: $466,263
2023-06-20 Anthony J. LaCava Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Mr. LaCava currently serves as Member and Chairman of the Business School Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc. The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2024-07-02 Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP.

Invesco California Value Municipal Income Trust

Filing Date Source Excerpt
2019-07-05 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries.
2020-06-18 Formerly: Director and Member of the Audit Committee, Blue Hills Bank; Managing Partner, KPMG LLP.
2021-06-22 Mr. LaCava had a 37-year career with KPMG LLP in audit and financial services.
2022-06-22 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries.
2023-06-20 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. Previously, Mr. LaCava served as a member of the board of directors and as a member of the audit committee of Blue Hills Bank, a publicly traded financial institution. Mr. LaCava retired after a 37-year career with KPMG LLP ("KPMG") where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. From 2005 to 2013, Mr. LaCava served as a member of the board of directors of KPMG and chair of the board's audit and finance committee and nominating committee. He also previously served as Regional Managing Partner from 2009 through 2012 and Managing Partner of KPMG's New England practice. Mr. LaCava currently serves as Member and Chairman of the Business School Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc. The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2024-07-02 Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco High Income Trust II

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. ... The Board believes that Mr. LaCava’s experience in audit and financial services benefits the Funds.
2020-06-18 Formerly: Director and Member of the Audit Committee, Blue Hills Bank; Managing Partner, KPMG LLP.
2021-06-22 Mr. LaCava retired after a 37-year career with KPMG where he served as senior partner for a wide range of firm clients across various industries.
2022-06-22 Anthony J. LaCava, Jr. retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across various industries including technology, but no direct software or programming experience is mentioned.
2023-06-20 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. ... Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. ... The Board believes that Mr. LaCava’s experience in audit and financial services benefits the Funds.
2024-07-02 Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco Municipal Income Opportunities Trust

Filing Date Source Excerpt
2019-07-05 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. ... The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2020-06-18 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across various industries.
2021-06-22 Mr. LaCava retired after a 37-year career with KPMG where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries.
2022-06-22 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across various industries including technology, but no direct software or programming experience is mentioned.
2023-06-20 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across various industries. ... The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2024-07-02 Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco Municipal Opportunity Trust

Filing Date Source Excerpt
2019-07-05 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across various industries.
2020-06-18 Anthony J. LaCava, Jr. retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across various industries. He served as a member of the board of directors and as a member of the audit committee of Blue Hills Bank.
2021-06-22 Mr. LaCava retired after a 37-year career with KPMG where he served as senior partner and held various leadership roles.
2022-06-22 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. Previously, Mr. LaCava served as a member of the board of directors and as a member of the audit committee of Blue Hills Bank, a publicly traded financial institution. Mr. LaCava retired after a 37-year career with KPMG LLP ("KPMG") where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. From 2005 to 2013, Mr. LaCava served as a member of the board of directors of KPMG and chair of the board’s audit and finance committee and nominating committee. He also previously served as Regional Managing Partner from 2009 through 2012 and Managing Partner of KPMG’s New England practice. Mr. LaCava currently serves as Chairman of the Business School Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc.
2023-06-20 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. Previously, Mr. LaCava served as a member of the board of directors and as a member of the audit committee of Blue Hills Bank, a publicly traded financial institution. Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries.
2024-07-02 Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco Municipal Trust

Filing Date Source Excerpt
2019-07-05 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries.
2020-06-18 Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP.
2021-06-22 Mr. LaCava had a 37-year career with KPMG LLP in audit and financial services.
2022-06-22 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across various industries.
2023-06-20 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. He retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across various industries.
2024-07-02 Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco Pennsylvania Value Municipal Income Trust

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. Previously, Mr. LaCava served as a member of the board of directors and as a member of the audit committee of Blue Hills Bank, a publicly traded financial institution. Mr. LaCava retired after a 37-year career with KPMG LLP ("KPMG") where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. From 2005 to 2013, Mr. LaCava served as a member of the board of directors of KPMG and chair of the board's audit and finance committee and nominating committee. He also previously served as Regional Managing Partner from 2009 through 2012 and Managing Partner of KPMG's New England practice. Mr. LaCava currently serves as Chairman of the Business Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc.
2020-06-18 Anthony J. LaCava, Jr. retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across various industries. He served as a member of the board of directors of KPMG and chair of the board’s audit and finance committee.
2021-06-22 Mr. LaCava retired after a 37-year career with KPMG where he served as senior partner for a wide range of firm clients across various industries.
2022-06-22 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner and held various leadership roles in audit and finance.
2023-06-20 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. Previously, Mr. LaCava served as a member of the board of directors and as a member of the audit committee of Blue Hills Bank, a publicly traded financial institution. Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. From 2005 to 2013, Mr. LaCava served as a member of the board of directors of KPMG and chair of the board’s audit and finance committee and nominating committee. He also previously served as Regional Managing Partner from 2009 through 2012 and Managing Partner of KPMG’s New England practice. Mr. LaCava currently serves as Member and Chairman of the Business School Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc.
2024-07-02 The Board believes that Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco Quality Municipal Income Trust

Filing Date Source Excerpt
2019-07-05 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries.
2020-06-18 Anthony J. LaCava, Jr. retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries.
2021-06-22 Mr. LaCava retired after a 37-year career with KPMG where he served as senior partner for a wide range of firm clients across various industries including technology, but no direct programming or software engineering experience is mentioned.
2022-06-22 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across various industries.
2023-06-20 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. Previously, Mr. LaCava served as a member of the board of directors and as a member of the audit committee of Blue Hills Bank, a publicly traded financial institution. Mr. LaCava retired after a 37-year career with KPMG LLP ("KPMG") where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. From 2005 to 2013, Mr. LaCava served as a member of the board of directors of KPMG and chair of the board’s audit and finance committee and nominating committee. He also previously served as Regional Managing Partner from 2009 through 2012 and Managing Partner of KPMG’s New England practice. Mr. LaCava currently serves as Member and Chairman of the Business School Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc.
2024-07-02 The Board believes that Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco Trust for Investment Grade Municipals

Filing Date Source Excerpt
2019-07-05 Mr. LaCava retired after a 37-year career with KPMG LLP ... Mr. LaCava currently serves as Chairman of the Business Advisory Council of Bentley University ... The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2020-06-18 Anthony J. LaCava, Jr. retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across various industries including technology, but no direct programming or software engineering roles.
2021-06-22 Mr. LaCava had a 37-year career with KPMG in audit and financial services.
2022-06-22 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across various industries including technology, but no direct software or programming experience is mentioned.
2023-06-20 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. Previously, Mr. LaCava served as a member of the board of directors and as a member of the audit committee of Blue Hills Bank, a publicly traded financial institution. Mr. LaCava retired after a 37-year career with KPMG LLP ("KPMG") where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. From 2005 to 2013, Mr. LaCava served as a member of the board of directors of KPMG and chair of the board’s audit and finance committee and nominating committee. He also previously served as Regional Managing Partner from 2009 through 2012 and Managing Partner of KPMG’s New England practice. Mr. LaCava currently serves as Member and Chairman of the Business School Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc.

Invesco Trust for Investment Grade New York Municipals

Filing Date Source Excerpt
2019-07-05 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries.
2020-06-18 Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP.
2021-06-22 The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2023-06-20 Anthony J. LaCava, Jr. retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. ... The Board believes that Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco Value Municipal Income Trust

Filing Date Source Excerpt
2019-07-05 Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries.
2020-06-18 Anthony J. LaCava, Jr. retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across various industries including technology, but no direct programming or software engineering experience is mentioned.
2021-06-22 Mr. LaCava had a 37-year career with KPMG and served on audit committees.
2022-06-22 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. Previously, Mr. LaCava served as a member of the board of directors and as a member of the audit committee of Blue Hills Bank, a publicly traded financial institution. Mr. LaCava retired after a 37-year career with KPMG LLP where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. From 2005 to 2013, Mr. LaCava served as a member of the board of directors of KPMG and chair of the board’s audit and finance committee and nominating committee.
2023-06-20 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. Previously, Mr. LaCava served as a member of the board of directors and as a member of the audit committee of Blue Hills Bank, a publicly traded financial institution. Mr. LaCava retired after a 37-year career with KPMG LLP ("KPMG") where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. From 2005 to 2013, Mr. LaCava served as a member of the board of directors of KPMG and chair of the board’s audit and finance committee and nominating committee. He also previously served as Regional Managing Partner from 2009 through 2012 and Managing Partner of KPMG’s New England practice. Mr. LaCava currently serves as Member and Chairman of the Business School Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc.
2024-07-02 Mr. LaCava’s experience in audit and financial services benefits the Funds.

Data sourced from SEC filings. Last updated: 2025-08-30