RAYMOND STICKEL, JR.

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Invesco Bond Fund

Filing Date Source Excerpt
2014-07-18 Raymond Stickel, Jr. (1944) - Nominee - Retired - Formerly: Director, Mainstay VP Series Funds, Inc. and Partner, Deloitte & Touche - Compensation: $400,100 - Number of Funds Overseen: 140
2015-07-09 Raymond Stickel, Jr. - 1944 Trustee Retired Formerly: Director, Mainstay VP Series Funds, Inc. (25 portfolios) and Partner, Deloitte & Touche
2016-07-20 Raymond Stickel, Jr. - 1944 Trustee Retired; Chair of the Audit Committee; Member of the Compliance Committee and Investments Committee.
2017-07-26 Raymond Stickel, Jr. - 1944 Trustee Retired. Formerly: Director, Mainstay VP Series Funds, Inc.
2018-06-25 Raymond Stickel, Jr. - 1944 Trustee Retired. Formerly: Director, Mainstay VP Series Funds, Inc. (25 portfolios); Partner, Deloitte & Touche The members of the Audit Committee are Messrs. Arch, Crockett, Stickel (Chair) and Troccoli (Vice Chair) and Mss. Hostetler and Ressel. The members of the Compliance Committee are Messrs. Arch (Chair), Stickel, Troccoli and Wilson, and Ms. Ressel (Vice Chair). The members of the Investments Committee are Messrs. Arch (Vice Chair), Crockett (Chair), Fields, Flanagan, Stickel, Taylor, Troccoli (Vice Chair) and Wilson, Mss. Hostetler, Ressel and Stern and Drs. Jones (Vice Chair) and Mathai-Davis.
2019-07-05 Raymond Stickel, Jr. - 1944 Trustee Retired. Formerly: Director, Mainstay VP Series Funds, Inc. (25 portfolios); Partner, Deloitte & Touche Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. (the Firm) in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for the Firm. In Ohio, he served as the audit partner on numerous mutual funds and on public and privately held companies in other industries. Mr. Stickel has also served on the Firm’s Accounting and Auditing Executive Committee. The Board believes that Mr. Stickel’s experience as a partner in a large accounting firm working with investment managers and investment companies benefits the Funds.

Invesco California Value Municipal Income Trust

Filing Date Source Excerpt
2012-07-03 Mr. Stickel retired after a 35-year career with Deloitte & Touche... The Board believes that Mr. Stickel's experience as a partner in a large accounting firm working with investment managers and investment companies, and his status as an Audit Committee Financial Expert, benefits the Target Funds.
2014-07-18 Raymond Stickel, Jr. (1944) - Retired; Formerly: Director, Mainstay VP Series Funds, Inc.; Partner, Deloitte & Touche; Managing partner of Investment Management practice.
2015-07-09 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region.
2016-07-20 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. (the Firm) in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for the Firm. In Ohio, he served as the audit partner on numerous mutual funds and on public and privately held companies in other industries. Mr. Stickel has also served on the Firm’s Accounting and Auditing Executive Committee. The Board believes that Mr. Stickel’s experience as a partner in a large accounting firm working with investment managers and investment companies, and his status as an Audit Committee Financial Expert, benefits the Funds.
2018-06-25 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. He also started and developed an investment management practice in the Dayton office.
2019-07-05 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region.

Invesco High Income Trust II

Filing Date Source Excerpt
2014-07-18 Retired; Formerly: Director, Mainstay VP Series Funds, Inc.; Partner, Deloitte & Touche; Managing partner of Investment Management practice.
2015-07-09 Raymond Stickel, Jr. - Retired partner at Deloitte & Touche; audit and tax services experience; no mention of software or programming background.
2016-07-20 Raymond Stickel, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2005. Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. The Board believes that Mr. Stickel’s experience as a partner in a large accounting firm working with investment managers and investment companies, and his status as an Audit Committee Financial Expert, benefits the Funds.
2017-07-26 Retired; Formerly: Partner, Deloitte & Touche; managing partner of the investment management practice
2018-06-25 Retired. Formerly: Partner, Deloitte & Touche; Directed audit and tax services for mutual fund clients.
2019-07-05 Raymond Stickel, Jr. retired after a 35-year career with Deloitte & Touche. ... He directed audit and tax services for several mutual fund clients. ... The Board believes that Mr. Stickel’s experience as a partner in a large accounting firm working with investment managers and investment companies benefits the Funds.

Invesco Municipal Income Opportunities Trust

Filing Date Source Excerpt
2010-06-21 Raymond Stickel, Jr. retired after a career with Deloitte & Touche, focusing on audit and tax services.
2011-06-06 Raymond Stickel, Jr. retired after 35 years with Deloitte & Touche; managing partner of investment management practice.
2013-06-17 Mr. Stickel retired after a 35-year career with Deloitte & Touche, where he was managing partner of the Investment Management practice.
2014-06-27 Raymond Stickel, Jr. retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the Investment Management practice for the New York, New Jersey and Connecticut region.
2015-07-09 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2016-07-20 Raymond Stickel, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2005. Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. (the Firm) in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for the Firm. In Ohio, he served as the audit partner on numerous mutual funds and on public and privately held companies in other industries. Mr. Stickel has also served on the Firm’s Accounting and Auditing Executive Committee. The Board believes that Mr. Stickel’s experience as a partner in a large accounting firm working with investment managers and investment companies, and his status as an Audit Committee Financial Expert, benefits the Funds.
2017-07-26 Mr. Stickel retired after a 35-year career with Deloitte & Touche, where he was managing partner of the investment management practice.
2018-06-25 Raymond Stickel, Jr. retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. (the Firm) in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for the Firm. In Ohio, he served as the audit partner on numerous mutual funds and on public and privately held companies in other industries. Mr. Stickel has also served on the Firm's Accounting and Auditing Executive Committee.
2019-07-05 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. ... The Board believes that Mr. Stickel's experience as a partner in a large accounting firm working with investment managers and investment companies benefits the Funds.

Invesco Municipal Opportunity Trust

Filing Date Source Excerpt
2012-07-03 Mr. Stickel retired after a 35-year career with Deloitte & Touche... The Board believes that Mr. Stickel's experience as a partner in a large accounting firm working with investment managers and investment companies, and his status as an Audit Committee Financial Expert, benefits PIA.
2014-07-18 Raymond Stickel, Jr. (1944) - Retired; Formerly: Director, Mainstay VP Series Funds, Inc.; Partner, Deloitte & Touche; Managing partner of Investment Management practice.
2015-07-09 Mr. Stickel retired after a 35-year career with Deloitte & Touche (the "Firm"). For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for the Firm.
2016-07-20 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2017-07-26 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2018-06-25 Raymond Stickel, Jr. - Retired. Formerly partner and managing partner of investment management practice at Deloitte & Touche; directed audit and tax services for mutual fund clients.
2019-07-05 Retired. Formerly: Partner, Deloitte & Touche. Directed audit and tax services for several mutual fund clients.

Invesco Municipal Trust

Filing Date Source Excerpt
2014-07-18 Retired; Formerly: Director, Mainstay VP Series Funds, Inc.; Partner, Deloitte & Touche.
2015-07-09 Mr. Stickel retired after a 35-year career with Deloitte & Touche (the "Firm"). For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for the Firm.
2016-07-20 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. (the Firm) in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for the Firm. In Ohio, he served as the audit partner on numerous mutual funds and on public and privately held companies in other industries. Mr. Stickel has also served on the Firm’s Accounting and Auditing Executive Committee.
2017-07-26 Retired; Formerly: Partner, Deloitte & Touche; managing partner of the investment management practice
2018-06-25 Raymond Stickel, Jr. - Retired partner at Deloitte & Touche; managed investment management practice.
2019-07-05 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region.

Invesco Pennsylvania Value Municipal Income Trust

Filing Date Source Excerpt
2014-07-18 Retired; Formerly: Director, Mainstay VP Series Funds, Inc.; Partner, Deloitte & Touche; Managing partner of Investment Management practice.
2015-07-09 Raymond Stickel, Jr. - Retired partner at Deloitte & Touche; audit and tax services for mutual funds; no mention of software or programming skills.
2016-07-20 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2017-07-26 Retired. Formerly: Director, Mainstay VP Series Funds, Inc.; Partner, Deloitte & Touche
2018-06-25 Raymond Stickel, Jr. - Retired partner at Deloitte & Touche; managed investment management practice; directed audit and tax services for mutual fund clients.
2019-07-05 Raymond Stickel, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2005. Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. (the "Firm") in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for the Firm. In Ohio, he served as the audit partner on numerous mutual funds and on public and privately held companies in other industries. Mr. Stickel has also served on the Firm's Accounting and Auditing Executive Committee.

Invesco Quality Municipal Income Trust

Filing Date Source Excerpt
2010-02-26 Retired. Formerly: Director, Mainstay VP Series Funds, Inc. (25 portfolios).
2010-06-21 Raymond Stickel, Jr. retired after a career with Deloitte & Touche; was managing partner of Investment Management practice.
2011-06-06 Raymond Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the Investment Management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services to several mutual fund clients.
2013-06-17 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the Investment Management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2014-06-27 Raymond Stickel, Jr. retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the Investment Management practice for the New York, New Jersey and Connecticut region.
2015-07-09 Mr. Stickel retired after a 35-year career with Deloitte & Touche (the "Firm"). For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2016-07-20 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. (the Firm) in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for the Firm. In Ohio, he served as the audit partner on numerous mutual funds and on public and privately held companies in other industries. Mr. Stickel has also served on the Firm’s Accounting and Auditing Executive Committee.
2018-06-25 Raymond Stickel, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2005. Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2019-07-05 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region.

Invesco Trust for Investment Grade Municipals

Filing Date Source Excerpt
2014-07-18 Retired; Formerly: Director, Mainstay VP Series Funds, Inc.; Partner, Deloitte & Touche; Managing partner of Investment Management practice.
2015-07-09 Mr. Stickel retired after a 35-year career with Deloitte & Touche (the "Firm"). For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for the Firm.
2016-07-20 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. (the Firm) in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for the Firm. In Ohio, he served as the audit partner on numerous mutual funds and on public and privately held companies in other industries. Mr. Stickel has also served on the Firm’s Accounting and Auditing Executive Committee. The Board believes that Mr. Stickel’s experience as a partner in a large accounting firm working with investment managers and investment companies, and his status as an Audit Committee Financial Expert, benefits the Funds.
2018-06-25 Raymond Stickel, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2005. Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2019-07-05 Mr. Stickel retired after a 35-year career with Deloitte & Touche. ... He directed audit and tax services for several mutual fund clients. ... The Board believes that Mr. Stickel's experience as a partner in a large accounting firm working with investment managers and investment companies benefits the Funds.

Invesco Trust for Investment Grade New York Municipals

Filing Date Source Excerpt
2012-07-03 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services to several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for Touche Ross & Co. In Ohio, he served as the audit partner on numerous mutual funds and on public and privately held companies in other industries. Mr. Stickel has also served on Touche Ross & Co.'s Accounting and Auditing Executive Committee.
2014-07-18 Retired; Formerly: Director, Mainstay VP Series Funds, Inc.; Partner, Deloitte & Touche; Managing partner of Investment Management practice.
2015-07-09 Mr. Stickel retired after a 35-year career with Deloitte & Touche (the "Firm"). For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2016-07-20 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2018-06-25 Raymond Stickel, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2005. Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2019-07-05 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region.

Invesco Value Municipal Income Trust

Filing Date Source Excerpt
2010-02-26 Retired. Formerly: Director, Mainstay VP Series Funds, Inc. (25 portfolios).
2010-06-21 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the Investment Management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services to several mutual fund clients.
2011-06-06 Raymond Stickel retired after a career with Deloitte & Touche, managing investment management practice.
2012-07-03 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services to several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for Touche Ross & Co. In Ohio, he served as the audit partner on numerous mutual funds and on public and privately held companies in other industries.
2013-06-17 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the Investment Management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2014-06-27 Raymond Stickel, Jr. retired after a 35-year career with Deloitte & Touche, where he was managing partner of the Investment Management practice.
2015-07-09 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2016-07-20 Raymond Stickel, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2005. Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. (the Firm) in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for the Firm. In Ohio, he served as the audit partner on numerous mutual funds and on public and privately held companies in other industries. Mr. Stickel has also served on the Firm’s Accounting and Auditing Executive Committee. The Board believes that Mr. Stickel’s experience as a partner in a large accounting firm working with investment managers and investment companies, and his status as an Audit Committee Financial Expert, benefits the Funds.
2016-07-20 Raymond Stickel, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2005. Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients. Mr. Stickel began his career with Touche Ross & Co. (the Firm) in Dayton, Ohio, became a partner in 1976 and managing partner of the office in 1985. He also started and developed an investment management practice in the Dayton office that grew to become a significant source of investment management talent for the Firm. In Ohio, he served as the audit partner on numerous mutual funds and on public and privately held companies in other industries. Mr. Stickel has also served on the Firm’s Accounting and Auditing Executive Committee. The Board believes that Mr. Stickel’s experience as a partner in a large accounting firm working with investment managers and investment companies, and his status as an Audit Committee Financial Expert, benefits the Funds.
2018-06-25 Raymond Stickel, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2005. Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region. In addition to his management role, he directed audit and tax services for several mutual fund clients.
2019-07-05 Mr. Stickel retired after a 35-year career with Deloitte & Touche. For the last five years of his career, he was the managing partner of the investment management practice for the New York, New Jersey and Connecticut region.

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