Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2006-09-29 | Edmund J. Burke (3) (Age 45)...Principal Occupation(s) During Past Five Years: President and a Director of ALPS (since 2005), President and a Director of ALPS Advisers (since 2001). |
| 2008-02-29 | President and a Director of: ALPS Holdings, Inc. (since 2005), ALPS Advisers (since 2001), ALPS Distributors, Inc. (since 2000) and ALPS Fund Services, Inc., (since 2000) |
| 2009-02-27 | CEO and a Director of: ALPS Holdings, Inc. (since 2005); Director of ALPS Advisers (since 2001), and ALPS Distributors, Inc. (since 2000) and ALPS Fund Services, Inc., (since 2000); President and a Director of ALPS Financial Services, Inc. (1991-2005) |
| 2010-02-23 | Edmund J. Burke (Age 49) - CEO and a Director of ALPS Holdings, Inc.; Director of ALPS Advisors; President and a Director of ALPS Financial Services, Inc. |
| 2011-02-25 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI's parent company, a financial services holding company. |
| 2012-02-24 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI's parent company, a financial services holding company. |
| 2012-11-09 | The following table shows the dollar range and the number of shares of equity securities beneficially owned by each Trustee/Director and named executive officer as of December 31, 2011 of Growth Fund and of Equity Fund. |
| 2013-06-28 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI's parent company. |
| 2014-06-25 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI's parent company, a financial services holding company, a director of AAI and certain of its affiliated companies. |
| 2015-07-06 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI’s parent company, a financial services holding company, a director of AAI and certain of its affiliated companies, trustee, chairman and president of an open-end investment company, trustee and president of closed-end investment companies and several years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2015-10-09 | Edmund J. Burke - Interested Trustee, no shares owned, no technical background mentioned. |
| 2016-01-15 | Edmund J. Burke - Interested Trustee |
| 2016-07-01 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI’s parent company, a financial services holding company. |
| 2017-07-03 | Edmund J. Burke: Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI’s parent company, a financial services holding company, a director of AAI and certain of its affiliated companies, trustee, chairman and president of an open-end investment company, trustee and president of closed-end investment companies and several years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2018-04-11 | Edmund J. Burke President, Director of ALPS Advisors |
| 2018-06-28 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI’s parent company, a financial services holding company. |
| 2019-06-28 | Retired. Formerly, Chief Executive Officer and President and Director of ALPS Holdings, Inc., and ALPS Advisors, Inc. (2001-2019), and Director of ALPS Distributors, Inc. (2000-2019), ALPS Fund Services, Inc., (2000-2019) and ALPS Portfolio Solutions Distributor, Inc. (2013-2019). Mr. Burke also served as a Director of Boston Financial Data Services (2013-2019). |
| 2020-06-24 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI’s parent company, a financial services holding company, a director of AAI and certain of its affiliated companies, trustee, chairman and president of an open-end investment company, trustee and president of closed-end investment companies and several years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2021-06-30 | Mr. Burke joined ALPS in 1991 and served as the President and Director of ALPS Holdings, Inc., and ALPS Advisors, Inc., and Director of ALPS Distributors, Inc., ALPS Fund Services, Inc. and ALPS Portfolio Solutions Distributor, Inc. Mr. Burke retired from the ALPS Companies in June 2019. Mr. Burke is currently a partner at ETF Action, a web-based system that provides data and analytics to registered investment advisers, and a Director of Alliance Bioenergy Plus, Inc., technology company focused on emerging technologies in the renewable energy, biofuels, and bioplastics technology sectors. |
| 2022-06-30 | Mr. Burke is currently a partner at ETF Action, a web-based system that provides data and analytics to registered investment advisers, and a Director of Alliance Bioenergy Plus, Inc., technology company focused on emerging technologies in the renewable energy, biofuels, and bioplastics technology sectors. Mr. Burke joined ALPS in 1991 and served as the President and Director of ALPS Holdings, Inc., and ALPS Advisors, Inc., and Director of ALPS Distributors, Inc., ALPS Fund Services, Inc., and ALPS Portfolio Solutions Distributor, Inc. He retired from the ALPS Companies in June 2019. |
| 2023-06-20 | Mr. Burke is currently a partner at ETF Action, a web-based system that provides data and analytics to registered investment advisers, and a Director of Alliance Bioenergy Plus, Inc., technology company focused on emerging technologies in renewable energy, biofuels, and bioplastics technology sectors. He served as President and Director of ALPS Holdings, Inc., and ALPS Advisors, Inc. |
| 2024-06-27 | Mr. Burke is currently a partner at ETF Action, a web-based system that provides data and analytics to registered investment advisers, (since 2020) and a Director of Alliance Bioenergy Plus, Inc., technology company focused on emerging technologies in the renewable energy, biofuels, and bioplastics technology sectors (since 2020). Mr. Burke joined ALPS in 1991 and served as the President and Director of ALPS Holdings, Inc., and ALPS Advisors, Inc., and Director of ALPS Distributors, Inc., ALPS Fund Services, Inc., and ALPS Portfolio Solutions Distributor, Inc. (collectively, the “ALPS Companies”). Mr. Burke retired from the ALPS Companies in June 2019. |
| Filing Date | Source Excerpt |
|---|---|
| 2006-09-29 | Edmund J. Burke (3) (Age 45)... President and a Director of ALPS (since 2005), President and a Director of ALPS Advisers (since 2001). |
| 2008-02-29 | President and a Director of: ALPS Holdings, Inc. (since 2005), ALPS Advisers (since 2001), ALPS Distributors, Inc. (since 2000) and ALPS Fund Services, Inc., (since 2000) |
| 2009-02-27 | CEO and a Director of: ALPS Holdings, Inc. (since 2005); Director of ALPS Advisers (since 2001), and ALPS Distributors, Inc. (since 2000) and ALPS Fund Services, Inc., (since 2000); President and a Director of ALPS Financial Services, Inc. (1991-2005) |
| 2010-02-23 | Edmund J. Burke (Age 49) Trustee Since 2006, Term expires 2012 Director Since 2006, Term expires 2012 CEO and a Director of: ALPS Holdings, Inc. (since 2005); Director of ALPS Advisors (since 2001), and ALPS Distributors, Inc. (since 2000) and ALPS Fund Services, Inc., (since 2000); President and a Director of ALPS Financial Services, Inc. (1991-2005) |
| 2011-04-15 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI's parent company. |
| 2012-07-16 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI's parent company, a financial services holding company. |
| 2012-11-09 | The following table shows the dollar range and the number of shares of equity securities beneficially owned by each Trustee/Director and named executive officer as of December 31, 2011 of Growth Fund and of Equity Fund. |
| 2013-06-28 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI's parent company, a financial services holding company. |
| 2015-07-06 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI’s parent company, a financial services holding company, a director of AAI and certain of its affiliated companies, trustee, chairman and president of an open-end investment company, trustee and president of closed-end investment companies and several years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2016-07-01 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI’s parent company. |
| 2017-04-28 | Name of Directors and Executive Officers: Edmund J. Burke |
| 2017-07-03 | Edmund J. Burke: Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI’s parent company, a financial services holding company, a director of AAI and certain of its affiliated companies, trustee, chairman and president of an open-end investment company, trustee and president of closed-end investment companies and several years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2018-04-11 | Edmund J. Burke President, Director of ALPS Advisors |
| 2018-06-28 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI’s parent company, a financial services holding company. |
| 2019-06-28 | Formerly, Chief Executive Officer and President and Director of ALPS Holdings, Inc., and ALPS Advisors, Inc. (2001-2019) |
| 2020-06-24 | Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI’s parent company, a financial services holding company, a director of AAI and certain of its affiliated companies, trustee, chairman and president of an open-end investment company, trustee and president of closed-end investment companies and several years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2021-06-30 | Edmund J. Burke: Mr. Burke has extensive management and operational experience in the investment management industry as chief executive officer and president of AAI’s parent company, a financial services holding company, a director of AAI and certain of its affiliated companies, trustee, chairman and president of an open-end investment company, trustee and president of closed-end investment companies and several years of service as a Trustee of the Equity Fund and a Director of the Growth Fund. |
| 2022-06-30 | Mr. Burke is currently a partner at ETF Action, a web-based system that provides data and analytics to registered investment advisers, (since 2020) and a Director of Alliance Bioenergy Plus, Inc., technology company focused on emerging technologies in the renewable energy, biofuels, and bioplastics technology sectors (since 2020). Mr. Burke joined ALPS in 1991 and served as the President and Director of ALPS Holdings, Inc., and ALPS Advisors, Inc., and Director of ALPS Distributors, Inc., ALPS Fund Services, Inc. (“ALPS”), and ALPS Portfolio Solutions Distributor, Inc. (collectively, the “ALPS Companies”). Mr. Burke retired from the ALPS Companies in June 2019. |
| 2023-06-20 | Mr. Burke is currently a partner at ETF Action, a web-based system that provides data and analytics to registered investment advisers, and a Director of Alliance Bioenergy Plus, Inc., a technology company focused on emerging technologies. He served as President and Director of ALPS Holdings, Inc., and ALPS Advisors, Inc., but no programming or technical qualifications are indicated. |
| 2024-06-27 | Mr. Burke is currently a partner at ETF Action, a web-based system that provides data and analytics to registered investment advisers, (since 2020) and a Director of Alliance Bioenergy Plus, Inc., technology company focused on emerging technologies in the renewable energy, biofuels, and bioplastics technology sectors (since 2020). Mr. Burke joined ALPS in 1991 and served as the President and Director of ALPS Holdings, Inc., and ALPS Advisors, Inc., and Director of ALPS Distributors, Inc., ALPS Fund Services, Inc., and ALPS Portfolio Solutions Distributor, Inc. (collectively, the “ALPS Companies”). Mr. Burke retired from the ALPS Companies in June 2019. |
Data sourced from SEC filings. Last updated: 2025-07-01