Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2010-04-05 | Ms. McNamara was an executive at U.S. Trust Company of New York for 24 years, where she rose to the position of Managing Director. Her responsibilities included oversight of personal banking business. |
| 2011-03-31 | Ms. McNamara was selected to serve on the Board because her experience of advising individuals on their personal financial management has given her an enhanced understanding of the goals and expectations that individual investors bring to the Funds. |
| 2012-04-03 | Private investor since July 2006; Managing Director, U.S. Trust Company of New York 1982-July 2006 |
| 2013-04-03 | Private investor since 2006; Managing Director, U.S. Trust Company of New York 1982-2006 |
| 2014-05-07 | Ms. McNamara was selected to serve on the Board because of her experience of advising individuals on their personal financial management, which has given her an enhanced understanding of the goals and expectations that individual investors bring to the Fund. |
| 2016-02-04 | Private investor since 2006; Managing Director, U.S. Trust Company of New York 1982-2006 |
| 2017-01-31 | Ms. McNamara was selected to serve on the Board because of her experience of advising individuals on their personal financial management, which has given her an enhanced understanding of the goals and expectations that individual investors bring to the Funds. |
| 2018-01-30 | Ms. McNamara was selected to serve on the Board because her experience of advising individuals on their personal financial management has given her an enhanced understanding of the goals and expectations that individual investors bring to the Fund. |
| 2019-01-22 | Ms. McNamara was selected to serve on the Board because her experience of advising individuals on their personal financial management has given her an enhanced understanding of the goals and expectations that individual investors bring to the Funds. |
| 2020-01-24 | Ms. McNamara was selected to serve on the Board because her experience of advising individuals on their personal financial management has given her an enhanced understanding of the goals and expectations that individual investors bring to the Funds. |
| 2021-01-22 | Private investor since 2006; Managing Director, U.S. Trust Company of New York 1982-2006 |
| 2022-01-19 | Private investor since 2006; Managing Director, U.S. Trust Company of New York 1982-2006 |
| 2023-01-13 | Private investor since 2006; Managing Director, U.S. Trust Company of New York 1982-2006. |
| 2024-01-24 | Private investor since 2006; Managing Director, U.S. Trust Company of New York 1982-2006 |
| 2025-01-24 | Philip R. McLoughlin, Geraldine M. McNamara and David J. Vitale will be retiring from the Board at the end of the annual meeting of shareholders on March 10, 2025 (Mr. McLoughlin and Mr. Vitale are retiring pursuant to the Funds’ director retirement policy). |
Data sourced from SEC filings. Last updated: 2025-07-01