JAMES T. BUNCH

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Invesco Bond Fund

Filing Date Source Excerpt
2014-07-18 James T. Bunch (1942) - Nominee - Managing Member, Grumman Hill Group LLC - Formerly: Founder, Green Manning & Bunch Ltd.; Executive Committee, United States Golf Association; Director, Policy Studies, Inc. and Van Gilder Insurance Corporation - Compensation: $348,200 - Number of Funds Overseen: 140
2015-07-09 James T. Bunch - 1942 Trustee Managing Member, Grumman Hill Group LLC (family office/ private equity investments) Formerly: Founder, Green Manning & Bunch Ltd. (investment banking firm) (1988-2010); Executive Committee, United States Golf Association; and Director, Policy Studies, Inc. and Van Gilder Insurance Corporation
2016-07-20 James T. Bunch - 1942 Trustee Managing Member, Grumman Hill Group LLC; Member of the Audit Committee and Compliance Committee; Chair of the Investments Committee.
2017-07-26 James T. Bunch - 1942 Trustee Managing Member, Grumman Hill Group LLC (family office/private equity investments)

Invesco California Value Municipal Income Trust

Filing Date Source Excerpt
2012-07-03 Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm... The Board believes that Mr. Bunch's experience as an investment banker and investment management lawyer benefits the Target Funds.
2014-07-18 James T. Bunch (1942) - Managing Member, Grumman Hill Group LLC (family office private equity investments); Formerly: Founder, Green Manning & Bunch Ltd. (investment banking firm); Executive Committee, United States Golf Association; Director, Policy Studies, Inc. and Van Gilder Insurance Corporation.
2015-07-09 From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado. ... Mr. Bunch began his professional career as a practicing attorney.

Invesco High Income Trust II

Filing Date Source Excerpt
2014-07-18 Managing Member, Grumman Hill Group LLC (family office private equity investments); Formerly: Founder, Green Manning & Bunch Ltd. (investment banking firm); Executive Committee, United States Golf Association; Director, Policy Studies, Inc. and Van Gilder Insurance Corporation.
2015-07-09 James T. Bunch - Managing Member, Grumman Hill Group LLC (family office/private equity investments); Formerly Founder of an investment banking firm; no mention of software or programming background.
2016-07-20 James T. Bunch has been a member of the Board of Trustees of the Invesco Funds since 2000. From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., an investment banking firm previously located in Denver, Colorado. Mr. Bunch began his professional career as a practicing attorney. The Board believes that Mr. Bunch’s experience as an investment banker and investment management lawyer benefits the Funds.
2017-07-26 Managing Member, Grumman Hill Group LLC (family office/private equity investments); Formerly: Chairman of the Board, Denver Film Society

Invesco Municipal Income Opportunities Trust

Filing Date Source Excerpt
2010-02-26 Founder, Green, Manning & Bunch Ltd. (investment banking firm).
2010-06-21 James T. Bunch is founding partner of an investment banking firm and has a legal background.
2011-06-06 James T. Bunch is Managing Member of a private equity management firm; former investment banker and attorney.
2014-06-27 James Bunch has been a member of the Board since 2010. From 1988 to 2010 Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado.
2015-07-09 From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado. Green Manning & Bunch is an investment bank registered with the Financial Industry Regulatory Authority Inc. ("FINRA") specializing in mergers and acquisitions, private financing of middle-market companies and corporate finance advisory services. Immediately prior to forming Green Manning & Bunch, Mr. Bunch was Executive Vice President, General Counsel, and a Director of Boettcher & Company, then the leading investment banking firm in the Rocky Mountain region. Mr. Bunch began his professional career as a practicing attorney.
2017-07-26 Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., an investment banking firm, and began his career as a practicing attorney.

Invesco Municipal Opportunity Trust

Filing Date Source Excerpt
2012-07-03 Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm... The Board believes that Mr. Bunch's experience as an investment banker and investment management lawyer benefits PIA.
2014-07-18 James T. Bunch (1942) - Managing Member, Grumman Hill Group LLC (family office private equity investments); Formerly: Founder, Green Manning & Bunch Ltd. (investment banking firm); Executive Committee, United States Golf Association; Director, Policy Studies, Inc. and Van Gilder Insurance Corporation.
2015-07-09 From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado. Green Manning & Bunch is an investment bank registered with the Financial Industry Regulatory Authority Inc. ("FINRA") specializing in mergers and acquisitions, private financing of middle-market companies and corporate finance advisory services. Immediately prior to forming Green Manning & Bunch, Mr. Bunch was Executive Vice President, General Counsel, and a Director of Boettcher & Company, then the leading investment banking firm in the Rocky Mountain region. Mr. Bunch began his professional career as a practicing attorney.
2016-07-20 James T. Bunch has been a member of the Board of Trustees of the Invesco Funds since 2000. From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., an investment banking firm previously located in Denver, Colorado. Mr. Bunch began his professional career as a practicing attorney.
2017-07-26 Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., an investment banking firm previously located in Denver, Colorado. Mr. Bunch began his professional career as a practicing attorney.

Invesco Municipal Trust

Filing Date Source Excerpt
2014-07-18 Managing Member, Grumman Hill Group LLC (family office private equity investments); Formerly: Founder, Green Manning & Bunch Ltd. (investment banking firm); Executive Committee, United States Golf Association; Director, Policy Studies, Inc. and Van Gilder Insurance Corporation.
2015-07-09 From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado. Green Manning & Bunch is an investment bank registered with the Financial Industry Regulatory Authority Inc. ("FINRA") specializing in mergers and acquisitions, private financing of middle-market companies and corporate finance advisory services. Immediately prior to forming Green Manning & Bunch, Mr. Bunch was Executive Vice President, General Counsel, and a Director of Boettcher & Company, then the leading investment banking firm in the Rocky Mountain region. Mr. Bunch began his professional career as a practicing attorney.
2017-07-26 Managing Member, Grumman Hill Group LLC (family office/private equity investments); Formerly: Chairman of the Board, Denver Film Society

Invesco Pennsylvania Value Municipal Income Trust

Filing Date Source Excerpt
2014-07-18 Managing Member, Grumman Hill Group LLC (family office private equity investments); Formerly: Founder, Green Manning & Bunch Ltd. (investment banking firm); Executive Committee, United States Golf Association; Director, Policy Studies, Inc.
2015-07-09 James T. Bunch - Managing Member, Grumman Hill Group LLC; Formerly Founder of an investment banking firm; former attorney. No mention of software or programming background.
2016-07-20 Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., an investment banking firm. He began his professional career as a practicing attorney and later rose to the position of Chairman and Managing Partner of a law firm.
2017-07-26 Managing Member, Grumman Hill Group LLC (family office/private equity investments); Formerly: Chairman of the Board, Denver Film Society

Invesco Quality Municipal Income Trust

Filing Date Source Excerpt
2010-02-26 Founder, Green, Manning & Bunch Ltd. (investment banking firm).
2010-06-21 James T. Bunch is founding partner of an investment banking firm and has legal experience.
2011-06-06 James T. Bunch has been a member of the Board since 2000. From 1988 to 2010 Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado. Green Manning & Bunch is a FINRA-registered investment bank specializing in mergers and acquisitions, private financing of middle-market companies and corporate finance advisory services. Immediately prior to forming Green Manning and Bunch, Mr. Bunch was Executive Vice President, General Counsel, and a Director of Boettcher & Company, then the leading investment banking firm in the Rocky Mountain region. Mr. Bunch began his professional career as a practicing attorney.
2012-07-03 From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado. Green Manning & Bunch is a FINRA-registered investment bank specializing in mergers and acquisitions, private financing of middle-market companies and corporate finance advisory services. Immediately prior to forming Green Manning & Bunch, Mr. Bunch was Executive Vice President, General Counsel, and a Director of Boettcher & Company, then the leading investment banking firm in the Rocky Mountain region. Mr. Bunch began his professional career as a practicing attorney.
2014-06-27 James Bunch has been a member of the Board since 2010. From 1988 to 2010 Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado.
2015-07-09 From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado. Green Manning & Bunch is an investment bank registered with the Financial Industry Regulatory Authority Inc. ("FINRA") specializing in mergers and acquisitions, private financing of middle-market companies and corporate finance advisory services. Immediately prior to forming Green Manning & Bunch, Mr. Bunch was Executive Vice President, General Counsel, and a Director of Boettcher & Company, then the leading investment banking firm in the Rocky Mountain region. Mr. Bunch began his professional career as a practicing attorney.

Invesco Trust for Investment Grade Municipals

Filing Date Source Excerpt
2014-07-18 Managing Member, Grumman Hill Group LLC (family office private equity investments); Formerly: Founder, Green Manning & Bunch Ltd. (investment banking firm); Executive Committee, United States Golf Association; Director, Policy Studies, Inc. and Van Gilder Insurance Corporation.
2015-07-09 From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado. Green Manning & Bunch is an investment bank registered with the Financial Industry Regulatory Authority Inc. ("FINRA") specializing in mergers and acquisitions, private financing of middle-market companies and corporate finance advisory services. Immediately prior to forming Green Manning & Bunch, Mr. Bunch was Executive Vice President, General Counsel, and a Director of Boettcher & Company, then the leading investment banking firm in the Rocky Mountain region. Mr. Bunch began his professional career as a practicing attorney.

Invesco Trust for Investment Grade New York Municipals

Filing Date Source Excerpt
2012-07-03 From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado. Green Manning & Bunch is a FINRA-registered investment bank specializing in mergers and acquisitions, private financing of middle-market companies and corporate finance advisory services. Immediately prior to forming Green Manning & Bunch, Mr. Bunch was Executive Vice President, General Counsel, and a Director of Boettcher & Company, then the leading investment banking firm in the Rocky Mountain region. Mr. Bunch began his professional career as a practicing attorney.
2014-07-18 Managing Member, Grumman Hill Group LLC (family office private equity investments); Formerly: Founder, Green Manning & Bunch Ltd. (investment banking firm); Executive Committee, United States Golf Association; Director, Policy Studies, Inc. and Van Gilder Insurance Corporation.
2015-07-09 From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado. Green Manning & Bunch is an investment bank registered with the Financial Industry Regulatory Authority Inc. ("FINRA") specializing in mergers and acquisitions, private financing of middle-market companies and corporate finance advisory services. Immediately prior to forming Green Manning & Bunch, Mr. Bunch was Executive Vice President, General Counsel, and a Director of Boettcher & Company, then the leading investment banking firm in the Rocky Mountain region. Mr. Bunch began his professional career as a practicing attorney.
2016-07-20 Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., an investment banking firm. He began his professional career as a practicing attorney.

Invesco Value Municipal Income Trust

Filing Date Source Excerpt
2010-02-26 Founder, Green, Manning & Bunch Ltd. (investment banking firm).
2010-06-21 Mr. Bunch is Founding Partner of Green Manning & Bunch, Ltd. a leading investment banking firm located in Denver, Colorado. Green Manning & Bunch is a FINRA-registered investment bank specializing in mergers and acquisitions, private financing of middle-market companies and corporate finance advisory services. Mr. Bunch and his partners formed Green Manning & Bunch in 1988. Immediately prior to forming Green Manning and Bunch, Mr. Bunch was Executive Vice President, General Counsel, and a Director of Boettcher & Company, then the leading investment banking firm in the Rocky Mountain region. Mr. Bunch began his professional career as a practicing attorney.
2011-06-06 James T. Bunch was founding partner of an investment banking firm and a practicing attorney.
2012-07-03 From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado. Green Manning & Bunch is a FINRA-registered investment bank specializing in mergers and acquisitions, private financing of middle-market companies and corporate finance advisory services. Immediately prior to forming Green Manning & Bunch, Mr. Bunch was Executive Vice President, General Counsel, and a Director of Boettcher & Company, then the leading investment banking firm in the Rocky Mountain region. Mr. Bunch began his professional career as a practicing attorney.
2014-06-27 James Bunch has been a member of the Board since 2010. From 1988 to 2010 Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado.
2015-07-09 From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., a leading investment banking firm located in Denver, Colorado. Green Manning & Bunch is an investment bank registered with the Financial Industry Regulatory Authority Inc. ("FINRA") specializing in mergers and acquisitions, private financing of middle-market companies and corporate finance advisory services. Immediately prior to forming Green Manning & Bunch, Mr. Bunch was Executive Vice President, General Counsel, and a Director of Boettcher & Company, then the leading investment banking firm in the Rocky Mountain region. Mr. Bunch began his professional career as a practicing attorney.
2016-07-20 James T. Bunch has been a member of the Board of Trustees of the Invesco Funds since 2000. From 1988 to 2010, Mr. Bunch was Founding Partner of Green Manning & Bunch, Ltd., an investment banking firm previously located in Denver, Colorado. Mr. Bunch began his professional career as a practicing attorney. He joined the prominent Denver-based law firm of Davis Graham & Stubbs in 1970 and later rose to the position of Chairman and Managing Partner of the firm. At various other times during his career, Mr. Bunch has served as Chair of the National Association of Securities Dealers, Inc. (NASD) Business District Conduct Committee, and Chair of the Colorado Bar Association Ethics Committee. In June 2010, Mr. Bunch became the Managing Member of Grumman Hill Group LLC, a family office private equity investment manager. The Board believes that Mr. Bunch’s experience as an investment banker and investment management lawyer benefits the Funds.

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