Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Daniel S. Vandivort - 1954 Trustee Treasurer, Chairman of the Audit and Finance Committee, and Trustee, Board of Trustees, Huntington Disease Foundation of America; and President, Flyway Advisory Services LLC (consulting and property management) Former: Trustee and Governance Chair, of certain Oppenheimer Funds 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 | Daniel S. Vandivort 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. The Governance Committee members include Mr. Vandivort. The Investments Committee members include Mr. Vandivort. |
| 2022-06-22 | Daniel S. Vandivort - 1954 Trustee President, Flyway Advisory Services LLC Formerly: Trustee, Board of Trustees, Huntington Disease Foundation of America; Trustee and Governance Chair, of certain Oppenheimer Funds; Treasurer, Chairman of the Audit and Finance Committee, Huntington Disease Foundation of America Number of Funds Overseen: 190 Other Trusteeships: None Compensation: $420,089 |
| 2023-06-20 | Daniel S. Vandivort - 1954 Trustee President, Flyway Advisory Services LLC (consulting and property management) Formerly: President and Chief Investment Officer, previously Head of Fixed Income, Weiss Peck and Greer/Robeco Investment Management; Trustee and Chair, Weiss Peck and Greer Funds Board; and various capacities at CS First Boston including Head of Fixed Income at First Boston Asset Management. The Board believes that Mr. Vandivort's experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | President, Flyway Advisory Services LLC (consulting and property management) and Member, Investment Committee of Historic Charleston Foundation. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | President, Flyway Advisory Services LLC (consulting and property management). |
| 2021-06-22 | Mr. Vandivort is President of Flyway Advisory Services LLC, a consulting and property management company. |
| 2022-06-22 | Mr. Vandivort served at Weiss Peck and Greer/Robeco Investment Management from 1994 to 2007, as President and Chief Investment Officer and prior to that as Managing Director and Head of Fixed Income. |
| 2023-06-20 | Daniel S. Vandivort has been a member of the Board of Trustees of the Invesco Funds since 2019. From 2014 to 2019, Mr. Vandivort served on the boards of certain investment companies in the Oppenheimer Funds complex, as a Trustee and as the Governance Committee Chair. Mr. Vandivort also served as Chairman, Lead Independent Director, and Chairman of the Audit Committee of the Board of Directors of the Value Line Funds from 2008 through 2014. Previously, Mr. Vandivort also served as a Trustee and Chairman of the Weiss Peck and Greer Mutual Funds Board from 2004 to 2005. Previously, Mr. Vandivort served at Weiss Peck and Greer/Robeco Investment Management from 1994 to 2007, as President and Chief Investment Officer and prior to that as Managing Director and Head of Fixed Income. Mr. Vandivort also served in various capacities at CS First Boston from 1984 to 1994, including as Head of Fixed Income at CS First Boston Investment Management. The Board believes that Mr. Vandivort'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 | President, Flyway Advisory Services LLC (consulting and property management); Treasurer, Chairman of the Audit and Finance Committee, and Trustee, Huntington Disease Foundation of America. |
| 2021-06-22 | Mr. Vandivort is President of Flyway Advisory Services LLC, a consulting and property management company. |
| 2022-06-22 | Daniel S. Vandivort is President of Flyway Advisory Services LLC and has served on various boards and committees related to financial services. |
| 2023-06-20 | Daniel S. Vandivort has been a member of the Board of Trustees of the Invesco Funds since 2019. ... Mr. Vandivort currently serves as President of Flyway Advisory Services LLC, a consulting and property management company. ... The Board believes that Mr. Vandivort’s experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Mr. Vandivort’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 | Daniel S. Vandivort has been a member of the Board of Trustees of the Invesco Funds since 2019. Mr. Vandivort is currently Treasurer, Chairman of the Audit and Finance Committee, and Trustee of the Board of Trustees, Huntington Disease Foundation of America. He is President of Flyway Advisory Services LLC. |
| 2021-06-22 | Mr. Vandivort is currently a Trustee on the Board of Trustees of Huntington Disease Foundation of America. He also serves as President of Flyway Advisory Services LLC, a consulting and property management company. |
| 2022-06-22 | Daniel S. Vandivort served at Weiss Peck and Greer/Robeco Investment Management and CS First Boston in various financial roles. |
| 2023-06-20 | Mr. Vandivort served as President and Chief Investment Officer at Weiss Peck and Greer/Robeco Investment Management... The Board believes that Mr. Vandivort's experience in financial services and investment management benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Daniel S. Vandivort is Treasurer and Chairman of the Audit and Finance Committee of the Huntington Disease Foundation of America and President of Flyway Advisory Services LLC, a consulting and property management company. |
| 2021-06-22 | Mr. Vandivort is President of Flyway Advisory Services LLC and Trustee of Huntington Disease Foundation of America. |
| 2022-06-22 | Daniel S. Vandivort has been a member of the Board of Trustees of the Invesco Funds since 2019. From 2014 to 2019, Mr. Vandivort served on the boards of certain investment companies in the Oppenheimer Funds complex. Mr. Vandivort also served as Chairman, Lead Independent Director, and Chairman of the Audit Committee of the Board of Directors of the Value Line Funds from 2008 through 2014. Mr. Vandivort was also a Trustee on the Board of Trustees of Huntington Disease Foundation of America from 2007 to 2013 and from 2015 to 2019. He also served as Treasurer and Chairman of the Audit and Finance Committee of Huntington Disease Foundation of America from 2016 to 2019. Previously, Mr. Vandivort served at Weiss Peck and Greer/Robeco Investment Management from 1994 to 2007, as President and Chief Investment Officer and prior to that as Managing Director and Head of Fixed Income. Mr. Vandivort also served in various capacities at CS First Boston from 1984 to 1994, including as Head of Fixed Income at CS First Boston Investment Management. Mr. Vandivort currently serves as President of Flyway Advisory Services LLC, a consulting and property management company. |
| 2023-06-20 | Daniel S. Vandivort has been a member of the Board of Trustees of the Invesco Funds since 2019. Mr. Vandivort served at Weiss Peck and Greer/Robeco Investment Management from 1994 to 2007, as President and Chief Investment Officer and prior to that as Managing Director and Head of Fixed Income. Mr. Vandivort currently serves as President of Flyway Advisory Services LLC, a consulting and property management company. |
| 2024-07-02 | Mr. Vandivort’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 | President, Flyway Advisory Services LLC (consulting and property management) ... Chairman and Lead Independent Director, Chairman of the Audit Committee, and Director, Board of Directors, Value Line Funds. |
| 2021-06-22 | Mr. Vandivort is President of Flyway Advisory Services LLC, a consulting and property management company. |
| 2022-06-22 | Mr. Vandivort’s experience in financial services and investment management and as a director of other investment companies. |
| 2023-06-20 | Daniel S. Vandivort has been a member of the Board of Trustees of the Invesco Funds since 2019. He served as President and Chief Investment Officer at Weiss Peck and Greer/Robeco Investment Management. |
| 2024-07-02 | Mr. Vandivort’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 | Daniel S. Vandivort is President of Flyway Advisory Services LLC, a consulting and property management company, and Treasurer and Chairman of the Audit and Finance Committee of the Huntington Disease Foundation of America. |
| 2021-06-22 | Mr. Vandivort is President of Flyway Advisory Services LLC, a consulting and property management company. |
| 2022-06-22 | Mr. Vandivort served at Weiss Peck and Greer/Robeco Investment Management and held various trustee and consulting roles. |
| 2023-06-20 | Daniel S. Vandivort has been a member of the Board of Trustees of the Invesco Funds since 2019. From 2014 to 2019, Mr. Vandivort served on the boards of certain investment companies in the Oppenheimer Funds complex, as a Trustee and as the Governance Committee Chair. Mr. Vandivort also served as Chairman, Lead Independent Director, and Chairman of the Audit Committee of the Board of Directors of the Value Line Funds from 2008 through 2014. Previously, Mr. Vandivort also served as a Trustee and Chairman of the Weiss Peck and Greer Mutual Funds Board from 2004 to 2005. Previously, Mr. Vandivort served at Weiss Peck and Greer/Robeco Investment Management from 1994 to 2007, as President and Chief Investment Officer and prior to that as Managing Director and Head of Fixed Income. Mr. Vandivort also served in various capacities at CS First Boston from 1984 to 1994, including as Head of Fixed Income at CS First Boston Investment Management. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Daniel S. Vandivort is President of Flyway Advisory Services LLC, a consulting and property management company, and Treasurer and Chairman of the Audit and Finance Committee of the Huntington Disease Foundation of America. |
| 2021-06-22 | Mr. Vandivort is President of Flyway Advisory Services LLC, a consulting and property management company. |
| 2022-06-22 | Mr. Vandivort served at Weiss Peck and Greer/Robeco Investment Management and CS First Boston in various financial roles. |
| 2023-06-20 | Daniel S. Vandivort has been a member of the Board of Trustees of the Invesco Funds since 2019. From 2014 to 2019, Mr. Vandivort served on the boards of certain investment companies in the Oppenheimer Funds complex, as a Trustee and as the Governance Committee Chair. Mr. Vandivort also served as Chairman, Lead Independent Director, and Chairman of the Audit Committee of the Board of Directors of the Value Line Funds from 2008 through 2014. Previously, Mr. Vandivort also served as a Trustee and Chairman of the Weiss Peck and Greer Mutual Funds Board from 2004 to 2005. Previously, Mr. Vandivort served at Weiss Peck and Greer/Robeco Investment Management from 1994 to 2007, as President and Chief Investment Officer and prior to that as Managing Director and Head of Fixed Income. Mr. Vandivort also served in various capacities at CS First Boston from 1984 to 1994, including as Head of Fixed Income at CS First Boston Investment Management. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Daniel S. Vandivort is President of Flyway Advisory Services LLC, a consulting and property management company, and has served on boards of investment companies. |
| 2021-06-22 | Mr. Vandivort has experience in financial services and investment management. |
| 2022-06-22 | Mr. Vandivort served at Weiss Peck and Greer/Robeco Investment Management and CS First Boston in various financial roles. |
| 2023-06-20 | Daniel S. Vandivort has been a member of the Board of Trustees of the Invesco Funds since 2019. From 2014 to 2019, Mr. Vandivort served on the boards of certain investment companies in the Oppenheimer Funds complex, as a Trustee and as the Governance Committee Chair. Mr. Vandivort also served as Chairman, Lead Independent Director, and Chairman of the Audit Committee of the Board of Directors of the Value Line Funds from 2008 through 2014. Previously, Mr. Vandivort also served as a Trustee and Chairman of the Weiss Peck and Greer Mutual Funds Board from 2004 to 2005. Previously, Mr. Vandivort served at Weiss Peck and Greer/Robeco Investment Management from 1994 to 2007, as President and Chief Investment Officer and prior to that as Managing Director and Head of Fixed Income. Mr. Vandivort also served in various capacities at CS First Boston from 1984 to 1994, including as Head of Fixed Income at CS First Boston Investment Management. Mr. Vandivort was also a Trustee on the Board of Huntington Disease Foundation of America from 2007 to 2013 and from 2015 to 2019. He also served as Treasurer and Chairman of the Audit and Finance Committee of Huntington Disease Foundation of America from 2016 to 2019. Mr. Vandivort currently serves as President of Flyway Advisory Services LLC, a consulting and property management company. The Board believes that Mr. Vandivort’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 | President, Flyway Advisory Services LLC (consulting and property management). Formerly: Trustee and Governance Chair, of certain Oppenheimer Funds. |
| 2021-06-22 | The Board believes that Mr. Vandivort’s experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| 2022-06-22 | Mr. Vandivort served at Weiss Peck and Greer/Robeco Investment Management from 1994 to 2007, as President and Chief Investment Officer and prior to that as Managing Director and Head of Fixed Income. Mr. Vandivort also served in various capacities at CS First Boston from 1984 to 1994, including as Head of Fixed Income at CS First Boston Investment Management. Mr. Vandivort currently serves as President of Flyway Advisory Services LLC, a consulting and property management company. The Board believes that Mr. Vandivort’s experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| 2023-06-20 | Daniel S. Vandivort has been a member of the Board of Trustees of the Invesco Funds since 2019. ... The Board believes that Mr. Vandivort’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 | Daniel S. Vandivort is President of Flyway Advisory Services LLC, a consulting and property management company. |
| 2021-06-22 | Mr. Vandivort is President of Flyway Advisory Services LLC, a consulting and property management company. |
| 2022-06-22 | Daniel S. Vandivort has been a member of the Board of Trustees of the Invesco Funds since 2019. From 2014 to 2019, Mr. Vandivort served on the boards of certain investment companies in the Oppenheimer Funds complex. Mr. Vandivort also served as Chairman, Lead Independent Director, and Chairman of the Audit Committee of the Board of Directors of the Value Line Funds from 2008 through 2014. Previously, Mr. Vandivort served at Weiss Peck and Greer/Robeco Investment Management from 1994 to 2007, as President and Chief Investment Officer and prior to that as Managing Director and Head of Fixed Income. The Board believes that Mr. Vandivort’s experience in financial services and investment management and as a director of other investment companies benefits the Funds. |
| 2023-06-20 | Daniel S. Vandivort has been a member of the Board of Trustees of the Invesco Funds since 2019. From 2014 to 2019, Mr. Vandivort served on the boards of certain investment companies in the Oppenheimer Funds complex, as a Trustee and as the Governance Committee Chair. Mr. Vandivort also served as Chairman, Lead Independent Director, and Chairman of the Audit Committee of the Board of Directors of the Value Line Funds from 2008 through 2014. Previously, Mr. Vandivort also served as a Trustee and Chairman of the Weiss Peck and Greer Mutual Funds Board from 2004 to 2005. Previously, Mr. Vandivort served at Weiss Peck and Greer/Robeco Investment Management from 1994 to 2007, as President and Chief Investment Officer and prior to that as Managing Director and Head of Fixed Income. Mr. Vandivort also served in various capacities at CS First Boston from 1984 to 1994, including as Head of Fixed Income at CS First Boston Investment Management. Mr. Vandivort was also a Trustee on the Board of Huntington Disease Foundation of America from 2007 to 2013 and from 2015 to 2019. He also served as Treasurer and Chairman of the Audit and Finance Committee of Huntington Disease Foundation of America from 2016 to 2019. Mr. Vandivort currently serves as President of Flyway Advisory Services LLC, a consulting and property management company. The Board believes that Mr. Vandivort’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: 2025-08-30