Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Robert C. Troccoli - 1949 Trustee Adjunct Professor, University of Denver; Member of the Audit Committee, Compliance Committee and Investments Committee. |
| 2017-07-26 | Robert C. Troccoli - 1949 Trustee Adjunct Professor, University of Denver Daniels College of Business |
| 2018-06-25 | Robert C. Troccoli - 1949 Trustee Adjunct Professor, University of Denver – Daniels College of Business Formerly: Senior Partner, KPMG LLP 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 | Robert C. Troccoli - 1949 Trustee Adjunct Professor, University of Denver Daniels College of Business Formerly: Senior Partner, KPMG LLP Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denvers Daniels College of Business. Mr. Troccolis leadership roles during his career with KPMG included managing partner and partner in charge of the Denver offices Financial Services Practice. He served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. Toward the end of his career, Mr. Troccoli was a founding member of KPMGs Private Equity Group in New York City, where he served private equity firms and sovereign wealth funds. Mr. Troccoli also served mutual fund clients along with several large private equity firms as Global Lead Partner of KPMGs Private Equity Group. The Board believes that Mr. Troccolis experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2020-06-18 | Robert C. Troccoli - 1949 Trustee Retired Formerly: Adjunct Professor, University of Denver – Daniels College of Business; Senior Partner, KPMG LLP The Audit Committee is composed of Messrs. Arch, Crockett, LaCava (Chair), Troccoli and Vaughn (Vice Chair) and Mss. Hostetler, Krentzman and Ressel. The Compliance Committee is composed of Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). 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). Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B. |
| 2021-06-22 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. The members of the Audit Committee are Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. |
| 2022-06-22 | Robert C. Troccoli - 1949 Trustee Retired Formerly: Adjunct Professor, University of Denver – Daniels College of Business; Managing Partner, KPMG LLP Number of Funds Overseen: 190 Other Trusteeships: None Compensation: $418,989 |
| 2023-06-20 | Robert C. Troccoli - 1949 Trustee Retired Formerly: Adjunct Professor, University of Denver – Daniels College of Business; and Managing Partner, KPMG LLP The Board believes that Mr. Troccoli's experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2024-07-02 | Formerly: Adjunct Professor, University of Denver – Daniels College of Business; and Managing Partner, KPMG LLP. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-06-25 | Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. He served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. |
| 2019-07-05 | Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. ... Mr. Troccoli's leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office's Financial Services Practice. |
| 2020-06-18 | Senior Partner, KPMG LLP; Adjunct Professor, University of Denver Daniels College of Business. |
| 2021-06-22 | Mr. Troccoli had a 39-year career with KPMG LLP and was an adjunct professor in business. |
| 2022-06-22 | Mr. Troccoli retired after a 39-year career with KPMG LLP, where he served as a senior Partner. From 2013 to 2017, he was an adjunct professor at the University of Denver’s Daniels College of Business. |
| 2023-06-20 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired after a 39-year career with KPMG LLP ("KPMG"), where he served as a senior Partner. From 2013 to 2017, he was an adjunct professor at the University of Denver's Daniels College of Business. Mr. Troccoli's leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office's Financial Services Practice. He served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. Toward the end of his career, Mr. Troccoli was a founding member of KPMG's Private Equity Group in New York City, where he served private equity firms and sovereign wealth funds. Mr. Troccoli also served mutual fund clients along with several large private equity firms as Global Lead Partner of KPMG's Private Equity Group. The Board believes that Mr. Troccoli's experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2024-07-02 | Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Mr. Troccoli’s leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office’s Financial Services Practice. The Board believes that Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2017-07-26 | Retired; Formerly: Senior Partner, KPMG LLP; Adjunct Professor, University of Denver – Daniels College of Business |
| 2018-06-25 | Senior Partner, KPMG LLP; Adjunct Professor, University of Denver Daniels College of Business |
| 2019-07-05 | Robert C. Troccoli retired in 2010 after a 39-year career with KPMG LLP. ... Mr. Troccoli’s leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office’s Financial Services Practice. ... The Board believes that Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2020-06-18 | Retired; Formerly: Senior Partner, KPMG LLP; Adjunct Professor, University of Denver Daniels College of Business. |
| 2021-06-22 | Mr. Troccoli retired after a 39-year career with KPMG LLP where he served as a senior Partner and adjunct professor. |
| 2022-06-22 | Robert C. Troccoli retired after a 39-year career with KPMG LLP where he served as a senior Partner and adjunct professor. |
| 2023-06-20 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. ... Mr. Troccoli retired after a 39-year career with KPMG LLP, where he served as a senior Partner. ... The Board believes that Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2024-07-02 | Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Mr. Troccoli retired after a 39-year career with KPMG LLP and has been an adjunct professor at the University of Denver's Daniels College of Business. |
| 2018-06-25 | Robert C. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver's Daniels College of Business. Mr. Troccoli's leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office's Financial Services Practice. He served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. Toward the end of his career, Mr. Troccoli was a founding member of KPMG's Private Equity Group in New York City, where he served private equity firms and sovereign wealth funds. Mr. Troccoli also served mutual fund clients along with several large private equity firms as Global Lead Partner of KPMG's Private Equity Group. |
| 2019-07-05 | Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver's Daniels College of Business. ... The Board believes that Mr. Troccoli's experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2020-06-18 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. He served as managing partner and partner in charge of the Denver office’s Financial Services Practice. |
| 2021-06-22 | Mr. Troccoli retired after a 39-year career with KPMG LLP, where he served as a senior Partner. From 2013 to 2017, he was an adjunct professor at the University of Denver’s Daniels College of Business. |
| 2022-06-22 | Robert C. Troccoli retired after a 39-year career with KPMG LLP where he served as a senior Partner and was involved in financial services and auditing. |
| 2023-06-20 | Mr. Troccoli retired after a 39-year career with KPMG LLP where he served as a senior Partner... The Board believes that Mr. Troccoli's experience as a partner in a large accounting firm and his knowledge of investment companies benefits the Funds. |
| 2024-07-02 | Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver's Daniels College of Business. |
| 2017-07-26 | Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver’s Daniels College of Business. Mr. Troccoli’s leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office’s Financial Services Practice. |
| 2018-06-25 | Robert C. Troccoli - Retired in 2010 after 39-year career with KPMG LLP; served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. |
| 2019-07-05 | Retired in 2010 after a 39-year career with KPMG LLP. Served regulated investment companies and financial services companies. |
| 2020-06-18 | Robert C. Troccoli retired after a 39-year career with KPMG LLP, where he served as managing partner and partner in charge of the Denver office's Financial Services Practice. |
| 2021-06-22 | Mr. Troccoli retired after a 39-year career with KPMG LLP where he served as a senior Partner and adjunct professor. |
| 2022-06-22 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired after a 39-year career with KPMG LLP ("KPMG"), where he served as a senior Partner. From 2013 to 2017, he was an adjunct professor at the University of Denver’s Daniels College of Business. Mr. Troccoli’s leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office’s Financial Services Practice. He served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. Toward the end of his career, Mr. Troccoli was a founding member of KPMG’s Private Equity Group in New York City, where he served private equity firms and sovereign wealth funds. Mr. Troccoli also served mutual fund clients along with several large private equity firms as Global Lead Partner of KPMG’s Private Equity Group. |
| 2023-06-20 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired after a 39-year career with KPMG LLP, where he served as a senior Partner. From 2013 to 2017, he was an adjunct professor at the University of Denver’s Daniels College of Business. |
| 2024-07-02 | Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Retired; Formerly: Senior Partner, KPMG LLP; Adjunct Professor, University of Denver |
| 2018-06-25 | Robert C. Troccoli - Retired partner at KPMG LLP; adjunct professor at University of Denver. |
| 2019-07-05 | Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver's Daniels College of Business. |
| 2020-06-18 | Retired ... Formerly: Adjunct Professor, University of Denver Daniels College of Business; Senior Partner, KPMG LLP. |
| 2021-06-22 | Mr. Troccoli had a 39-year career with KPMG LLP and was an adjunct professor in business. |
| 2022-06-22 | Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms. |
| 2023-06-20 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. He retired after a 39-year career with KPMG LLP where he served as a senior Partner. |
| 2024-07-02 | Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. He held leadership roles including managing partner and partner in charge of the Denver office’s Financial Services Practice. |
| 2017-07-26 | Retired in 2010 after a 39-year career with KPMG LLP; Adjunct Professor, University of Denver Daniels College of Business |
| 2018-06-25 | Robert C. Troccoli - Retired partner at KPMG LLP; served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. |
| 2019-07-05 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver's Daniels College of Business. Mr. Troccoli's leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office's Financial Services Practice. He served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. Toward the end of his career, Mr. Troccoli was a founding member of KPMG's Private Equity Group in New York City, where he served private equity firms and sovereign wealth funds. Mr. Troccoli also served mutual fund clients along with several large private equity firms as Global Lead Partner of KPMG's Private Equity Group. |
| 2020-06-18 | Robert C. Troccoli retired after a 39-year career with KPMG LLP, where he served as managing partner and partner in charge of the Denver office’s Financial Services Practice. |
| 2021-06-22 | Mr. Troccoli retired after a 39-year career with KPMG LLP, where he served as a senior Partner and adjunct professor. |
| 2022-06-22 | Mr. Troccoli retired after a 39-year career with KPMG LLP where he served as senior partner and adjunct professor. |
| 2023-06-20 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired after a 39-year career with KPMG LLP, where he served as a senior Partner. From 2013 to 2017, he was an adjunct professor at the University of Denver’s Daniels College of Business. Mr. Troccoli’s leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office’s Financial Services Practice. He served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. Toward the end of his career, Mr. Troccoli was a founding member of KPMG’s Private Equity Group in New York City, where he served private equity firms and sovereign wealth funds. Mr. Troccoli also served mutual fund clients along with several large private equity firms as Global Lead Partner of KPMG’s Private Equity Group. |
| 2024-07-02 | Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-06-25 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver’s Daniels College of Business. Mr. Troccoli’s leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office’s Financial Services Practice. He served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. |
| 2019-07-05 | Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver’s Daniels College of Business. |
| 2020-06-18 | Robert C. Troccoli retired in 2010 after a 39-year career with KPMG LLP. He served as managing partner and partner in charge of the Denver office’s Financial Services Practice and was a founding member of KPMG’s Private Equity Group. |
| 2021-06-22 | Mr. Troccoli retired after a 39-year career with KPMG LLP where he served as a senior Partner and adjunct professor. |
| 2022-06-22 | Mr. Troccoli retired after a 39-year career with KPMG LLP where he served as a senior Partner and adjunct professor. |
| 2023-06-20 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired after a 39-year career with KPMG LLP ("KPMG"), where he served as a senior Partner. From 2013 to 2017, he was an adjunct professor at the University of Denver’s Daniels College of Business. Mr. Troccoli’s leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office’s Financial Services Practice. He served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. Toward the end of his career, Mr. Troccoli was a founding member of KPMG’s Private Equity Group in New York City, where he served private equity firms and sovereign wealth funds. Mr. Troccoli also served mutual fund clients along with several large private equity firms as Global Lead Partner of KPMG’s Private Equity Group. |
| 2024-07-02 | Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-06-25 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver's Daniels College of Business. Mr. Troccoli's leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office's Financial Services Practice. |
| 2019-07-05 | Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. ... Mr. Troccoli's leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office's Financial Services Practice. ... The Board believes that Mr. Troccoli's experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2020-06-18 | Robert C. Troccoli retired after a 39-year career with KPMG LLP, serving as managing partner and partner in charge of the Denver office’s Financial Services Practice. |
| 2021-06-22 | Mr. Troccoli had a 39-year career with KPMG LLP and was an adjunct professor. |
| 2022-06-22 | Mr. Troccoli retired after a 39-year career with KPMG LLP where he served as a senior Partner and adjunct professor at the University of Denver’s Daniels College of Business. |
| 2023-06-20 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired after a 39-year career with KPMG LLP ("KPMG"), where he served as a senior Partner. From 2013 to 2017, he was an adjunct professor at the University of Denver’s Daniels College of Business. Mr. Troccoli’s leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office’s Financial Services Practice. He served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. Toward the end of his career, Mr. Troccoli was a founding member of KPMG’s Private Equity Group in New York City, where he served private equity firms and sovereign wealth funds. Mr. Troccoli also served mutual fund clients along with several large private equity firms as Global Lead Partner of KPMG’s Private Equity Group. The Board believes that Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2024-07-02 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. ... Mr. Troccoli retired after a 39-year career with KPMG, where he served as a senior Partner. ... The Board believes that Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. He held leadership roles including managing partner and partner in charge of the Denver office’s Financial Services Practice. |
| 2018-06-25 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver’s Daniels College of Business. |
| 2019-07-05 | Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver's Daniels College of Business. |
| 2020-06-18 | Retired. Formerly: Senior Partner, KPMG LLP. Served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. |
| 2021-06-22 | The Board believes that Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2023-06-20 | Robert C. Troccoli retired after a 39-year career with KPMG LLP, where he served as a senior Partner. ... The Board believes that Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2024-07-02 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. ... Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-07-20 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver’s Daniels College of Business. Mr. Troccoli’s leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office’s Financial Services Practice. He served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. Toward the end of his career, Mr. Troccoli was a founding member of KPMG’s Private Equity Group in New York City, where he served private equity firms and sovereign wealth funds. Mr. Troccoli also served mutual fund clients along with several large private equity firms as Global Lead Partner of KPMG’s Private Equity Group. The Board believes that Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2018-06-25 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver’s Daniels College of Business. Mr. Troccoli’s leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office’s Financial Services Practice. |
| 2019-07-05 | Mr. Troccoli retired in 2010 after a 39-year career with KPMG LLP. Since 2013 he has been an adjunct professor at the University of Denver’s Daniels College of Business. |
| 2020-06-18 | Robert C. Troccoli retired in 2010 after a 39-year career with KPMG LLP. He served as managing partner and partner in charge of the Denver office's Financial Services Practice. |
| 2021-06-22 | Mr. Troccoli had a 39-year career with KPMG LLP and was an adjunct professor in business. |
| 2022-06-22 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired after a 39-year career with KPMG LLP, where he served as a senior Partner. From 2013 to 2017, he was an adjunct professor at the University of Denver’s Daniels College of Business. The Board believes that Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2023-06-20 | Robert C. Troccoli has been a member of the Board of Trustees of the Invesco Funds since 2016. Mr. Troccoli retired after a 39-year career with KPMG LLP ("KPMG"), where he served as a senior Partner. From 2013 to 2017, he was an adjunct professor at the University of Denver’s Daniels College of Business. Mr. Troccoli’s leadership roles during his career with KPMG included managing partner and partner in charge of the Denver office’s Financial Services Practice. He served regulated investment companies, investment advisors, private partnerships, private equity funds, sovereign wealth funds, and financial services companies. Toward the end of his career, Mr. Troccoli was a founding member of KPMG’s Private Equity Group in New York City, where he served private equity firms and sovereign wealth funds. Mr. Troccoli also served mutual fund clients along with several large private equity firms as Global Lead Partner of KPMG’s Private Equity Group. The Board believes that Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
| 2024-07-02 | Mr. Troccoli’s experience as a partner in a large accounting firm and his knowledge of investment companies, investment advisors, and private equity firms benefits the Funds. |
Data sourced from SEC filings. Last updated: 2025-08-30