Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2021-06-22 | Beth Ann Brown, Trustee, 1968, Independent Consultant. Compliance Committee members include Ms. Brown. Investments Committee members include Ms. Brown. Compensation from Annex B shows $401,978 total. |
| 2022-06-22 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); Formerly: President and Director of Grahamtastic Connection (non-profit) Compensation: $428,989 |
| 2023-06-20 | Beth Ann Brown - 1968 Trustee (2019) and Chair (August 2022) Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Brown's experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds The Compliance Committee is composed of Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). 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 | Beth Ann Brown has been a member of the Board of Trustees of the Invesco Funds since 2019. The members of the Compliance Committee are Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. The Investments Committee members include Ms. Brown. |
| 2022-06-22 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Number of Funds Overseen: 190 Other Trusteeships: Director, Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps; Formerly: President and Director of Grahamtastic Connection Compensation: $428,989 |
| 2023-06-20 | Beth Ann Brown - 1968 Trustee (2019) and Chair (August 2022) Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Brown's experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); and President and Director of Grahamtastic Connection (non-profit) Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B |
| 2021-06-22 | Beth Ann Brown has been a member of the Board of Trustees of the Invesco Funds since 2019. The Compliance Committee members include Ms. Brown. The Investments Committee members include Ms. Brown. |
| 2022-06-22 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); Formerly: President and Director of Grahamtastic Connection (non-profit) Compensation: $428,989 |
| 2023-06-20 | Beth Ann Brown - 1968 Trustee (2019) and Chair (August 2022) Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Brown's experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Ms. Brown’s experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); and President and Director of Grahamtastic Connection (non-profit) |
| 2021-06-22 | Beth Ann Brown, Trustee, Independent Consultant, former Head of Intermediary Distribution at Columbia Management Investment Advisers LLC, Director of Caron Engineering Inc., President and Director of Grahamtastic Connection. |
| 2022-06-22 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); Formerly: President and Director of Grahamtastic Connection (non-profit) Compensation: $428,989 |
| 2023-06-20 | Beth Ann Brown - 1968 Trustee (2019) and Chair (August 2022) Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Brown's experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Ms. Brown’s experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds 202 Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); and President and Director of Grahamtastic Connection (non-profit) Compensation: $191,316 |
| 2021-06-22 | Beth Ann Brown has been a member of the Board of Trustees of the Invesco Funds since 2019. Ms. Brown has served as Director of Caron Engineering, Inc. since 2018 and as an Independent Consultant since September 2012. The Compliance Committee members include Messrs. Fields, Motley and Vandivort, and Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. The Investments Committee members include Messrs. Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort (Vice Chair), Vaughn and Wilson, Mss. Brown, Hostetler (Chair), Krentzman, Ressel (Vice Chair) and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. |
| 2022-06-22 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); Formerly: President and Director of Grahamtastic Connection (non-profit) Compensation: $428,989 |
| 2023-06-20 | Beth Ann Brown - 1968 Trustee (2019) and Chair (August 2022) Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Brown's experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Ms. Brown’s experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds The Compliance Committee members are Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). The Investments Committee members are 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) and Drs. Jones and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee members are Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2021-06-22 | Beth Ann Brown has been a member of the Board of Trustees of the Invesco Funds since 2019. The members of the Compliance Committee are Messrs. Fields, Motley and Vandivort, and Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. |
| 2022-06-22 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); Formerly: President and Director of Grahamtastic Connection (non-profit) Compensation: 428,989 |
| 2023-06-20 | Beth Ann Brown - 1968 Trustee (2019) and Chair (August 2022) Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds |
| 2024-07-02 | Ms. Brown’s experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); and President and Director of Grahamtastic Connection (non-profit) |
| 2021-06-22 | Beth Ann Brown, Trustee, Independent Trustee, born 1968, Independent Consultant. Trustee since 2019. Member of Compliance Committee and Investments Committee. Compensation: $401,978. |
| 2022-06-22 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); Formerly: President and Director of Grahamtastic Connection (non-profit) Compensation: $428,989 |
| 2023-06-20 | Beth Ann Brown - 1968 Trustee (2019) and Chair (August 2022) Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Brown's experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Ms. Brown’s experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds The Compliance Committee is composed of Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). 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) and Drs. Jones and Mathai-Davis. 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 | Beth Ann Brown has been a member of the Board of Trustees of the Invesco Funds since 2019. The Compliance Committee members include Ms. Brown. The Investments Committee members include Ms. Brown. |
| 2022-06-22 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); Formerly: President and Director of Grahamtastic Connection (non-profit) Compensation: $428,989 |
| 2023-06-20 | Beth Ann Brown - 1968 Trustee (2019) and Chair (August 2022) Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Brown's experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | The Board believes that Ms. Brown’s experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); and President and Director of Grahamtastic Connection (non-profit) The Compliance Committee members include Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel. The Investments Committee members include 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) and Drs. Jones and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee members include 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 | Beth Ann Brown, Trustee, Independent Trustee, born 1968, Independent Consultant; Member of Compliance Committee; Member of Investments Committee. |
| 2022-06-22 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); Formerly: President and Director of Grahamtastic Connection (non-profit) Compensation: $428,989 |
| 2023-06-20 | Beth Ann Brown - 1968 Trustee (2019) and Chair (August 2022) Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds |
| 2024-07-02 | The Board believes that Ms. Brown’s experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds |
| 2021-06-22 | Beth Ann Brown, Trustee, 1968, Independent Consultant. Members of the Compliance Committee are Messrs. Fields, Motley and Vandivort, and Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. Investments Committee members include Mss. Brown. |
| 2022-06-22 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); Formerly: President and Director of Grahamtastic Connection (non-profit) Compensation: $428,989 |
| 2023-06-20 | Beth Ann Brown - 1968 Trustee (2019) and Chair (August 2022) Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Brown's experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Beth Ann Brown has been a member of the Board of Trustees of the Invesco Funds since 2019. The Compliance Committee members are Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). |
| 2021-06-22 | Beth Ann Brown, Trustee, 1968, Independent Consultant. The Compliance Committee members are Messrs. Fields, Motley and Vandivort, and Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. The Investments Committee members are Messrs. Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort (Vice Chair), Vaughn and Wilson, Mss. Brown, Hostetler (Chair), Krentzman, Ressel (Vice Chair) and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. |
| 2022-06-22 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); Formerly: President and Director of Grahamtastic Connection (non-profit) Compensation: $428,989 |
| 2023-06-20 | Beth Ann Brown - 1968 Trustee (2019) and Chair (August 2022) Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Brown's experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); and President and Director of Grahamtastic Connection (non-profit) Compensation: $191,316 |
| 2021-06-22 | Beth Ann Brown, Trustee, 1968, Independent Consultant. The Compliance Committee members include Ms. Brown. The Investments Committee members include Ms. Brown. Compensation from Annex B shows Beth Ann Brown received $0 from the Funds and total compensation of $401,978 from the Invesco Fund Complex. |
| 2022-06-22 | Beth Ann Brown - 1968 Trustee Independent Consultant Formerly: Head of Intermediary Distribution, Columbia Management Investment Advisers LLC; Director, Caron Engineering Inc.; Compensation $428,989 |
| 2023-06-20 | Beth Ann Brown - 1968 Trustee (2019) and Chair (August 2022) Independent Consultant Formerly: Head of Intermediary Distribution, Managing Director, Strategic Relations, Managing Director, Head of National Accounts, Senior Vice President, National Account Manager and Senior Vice President, Key Account Manager, Columbia Management Investment Advisers LLC; Vice President, Key Account Manager, Liberty Funds Distributor, Inc.; and Trustee of certain Oppenheimer Funds The Board believes that Ms. Brown's experience in financial services and investment management and as a director of other investment companies benefits the Funds. Director, Board of Directors of Caron Engineering Inc.; Advisor, Board of Advisors of Caron Engineering Inc.; President and Director, Acton Shapleigh Youth Conservation Corps (non-profit); and Formerly: President and Director of Grahamtastic Connection (non-profit) |
| 2024-07-02 | Ms. Brown’s experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
Data sourced from SEC filings. Last updated: 2026-01-12