Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern - 1957 Nominee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Children's Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP. Ms. Stern is also currently a member of the Dallas Board of the Federal Reserve Bank of Dallas, a role she has held since 2013. The Board believes that Ms. Stern's knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2018-06-25 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP. Member of the Governance Committee, Investments Committee and Valuation, Distribution and Proxy Oversight Committee |
| 2019-07-05 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP Dallas Board of the Federal Reserve Bank of Dallas |
| 2021-06-22 | Ann Barnett Stern, Trustee, 1957, President and Chief Executive Officer, Houston Endowment Inc. Audit Committee members include Ms. Stern. Investments Committee members include Ms. Stern (Vice Chair). Compensation from Annex B shows $414,178 total. |
| 2022-06-22 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President, Texas Children’s Hospital; Vice President, General Counsel and Corporate Compliance Officer, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP and Andrews & Kurth LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee and Board Vice Chair of Holdsworth Center (non-profit); Trustee and Chair of Nomination/Governance Committee, Good Reason Houston, (non-profit); Trustee and Investment Committee member of University of Texas Law School Foundation (non-profit); Board Member of Greater Houston Partnership (non-profit); Advisory Board member, Baker Institute for Public Policy at Rice University Compensation: $430,089 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern - 1957 Nominee President and Chief Executive Officer, Houston Endowment, Inc. |
| 2018-06-25 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP. The members of the Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (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. The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP The Board believes that Ms. Sterns knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2020-06-18 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP, Federal Reserve Bank of Dallas The Governance Committee is composed of Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. 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). The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (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 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. The members of the Audit Committee are Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. The Investments Committee members include Ms. Stern. |
| 2022-06-22 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. Formerly: Executive Vice President, Texas Children’s Hospital; Vice President, General Counsel and Corporate Compliance Officer, Texas Children’s Hospital Number of Funds Overseen: 190 Other Trusteeships: Trustee and Board Vice Chair of Holdsworth Center; Trustee and Chair of Nomination/Governance Committee, Good Reason Houston; Trustee and Investment Committee member of University of Texas Law School Foundation; Board Member of Greater Houston Partnership; Advisory Board member, Baker Institute for Public Policy at Rice University Compensation: $430,089 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern - 1957 Nominee President and Chief Executive Officer, Houston Endowment, Inc. Member of the Governance Committee |
| 2018-06-25 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas Compensation: $22,212 Aggregate Compensation from the Funds for the fiscal year ended February 28, 2018. |
| 2019-07-05 | Ann Barnett Stern - 1957 - Trustee - President and Chief Executive Officer, Houston Endowment Inc. The Board believes that Ms. Stern's knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2020-06-18 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B |
| 2021-06-22 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. The Audit Committee members include Ms. Stern. The Investments Committee members include Ms. Stern. |
| 2022-06-22 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President, Texas Children’s Hospital; Vice President, General Counsel and Corporate Compliance Officer, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP and Andrews & Kurth LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee and Board Vice Chair of Holdsworth Center (non-profit); Trustee and Chair of Nomination/Governance Committee, Good Reason Houston, (non-profit); Trustee and Investment Committee member of University of Texas Law School Foundation (non-profit); Board Member of Greater Houston Partnership (non-profit); Advisory Board member, Baker Institute for Public Policy at Rice University Compensation: $430,089 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern - 1957 Nominee President and Chief Executive Officer, Houston Endowment, Inc. |
| 2018-06-25 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. ... The Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (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. ... The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis. |
| 2019-07-05 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas The Board believes that Ms. Sterns knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2020-06-18 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP, Federal Reserve Bank of Dallas Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 None |
| 2021-06-22 | Ann Barnett Stern, Trustee, Independent Trustee, born 1957, President and CEO of Houston Endowment Inc., former Executive VP and General Counsel of Texas Children's Hospital. |
| 2022-06-22 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President, Texas Children’s Hospital; Vice President, General Counsel and Corporate Compliance Officer, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP and Andrews & Kurth LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Trustee and Board Vice Chair of Holdsworth Center (non-profit); Trustee and Chair of Nomination/Governance Committee, Good Reason Houston, (non-profit); Trustee and Investment Committee member of University of Texas Law School Foundation (non-profit); Board Member of Greater Houston Partnership (non-profit); Advisory Board member, Baker Institute for Public Policy at Rice University Compensation: $430,089 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern is currently the President and Chief Executive Officer of Houston Endowment Inc. |
| 2018-06-25 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP. Member of the Governance Committee and Valuation, Distribution and Proxy Oversight Committee |
| 2019-07-05 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Children's Hospital The Board believes that Ms. Stern's knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. The Governance Committee is comprised of Messrs. Crockett, Fields (Chair), LaCava and Wilson, Ms. Stern and Drs. Jones and Mathai-Davis (Vice Chair). The Governance Committee held eight meetings during the fiscal year ended February 28, 2019. |
| 2020-06-18 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP, Federal Reserve Bank of Dallas 202 None Compensation: $397,070 |
| 2021-06-22 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc. The Audit Committee members include Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. The Investments Committee members include Messrs. Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort (Vice Chair), Vaughn and Wilson, Mss. Brown, Hostetler (Chair), Krentzman, Ressel (Vice Chair) and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Governance Committee members include Messrs. Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair and Chair Designate) and Drs. Jones and Mathai-Davis. |
| 2022-06-22 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President, Texas Children’s Hospital; Vice President, General Counsel and Corporate Compliance Officer, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP and Andrews & Kurth LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee and Board Vice Chair of Holdsworth Center (non-profit); Trustee and Chair of Nomination/Governance Committee, Good Reason Houston, (non-profit); Trustee and Investment Committee member of University of Texas Law School Foundation (non-profit); Board Member of Greater Houston Partnership (non-profit); Advisory Board member, Baker Institute for Public Policy at Rice University (non-profit) Compensation: $430,089 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. |
| 2018-06-25 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Children's Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP. The Board believes that Ms. Stern's knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. The members of the Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (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 and Mathai-Davis. The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Children's Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP The Governance Committee is composed of Messrs. Crockett, Fields (Chair), LaCava and Wilson, Ms. Stern and Drs. Jones and Mathai-Davis (Vice Chair). The Investments Committee is composed of Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Stickel, Taylor, Troccoli and Wilson (Vice Chair), Mss. Hostetler (Vice Chair), Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2020-06-18 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) The Governance Committee members are Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Investments Committee members are 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) and Drs. Jones and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee members are Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2021-06-22 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. 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 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President, Texas Children’s Hospital; Vice President, General Counsel and Corporate Compliance Officer, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP and Andrews & Kurth LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee and Board Vice Chair of Holdsworth Center (non-profit); Trustee and Chair of Nomination/Governance Committee, Good Reason Houston, (non-profit); Trustee and Investment Committee member of University of Texas Law School Foundation (non-profit); Board Member of Greater Houston Partnership (non-profit); Advisory Board member, Baker Institute for Public Policy at Rice University Compensation: 430,089 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern - 1957, Nominee, President and CEO, Houston Endowment, Inc.; Member of the Dallas Board of the Federal Reserve Bank of Dallas. |
| 2018-06-25 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Children's Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP. The Governance Committee is composed of Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The Investments Committee is composed of 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. The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). The Board believes that Ms. Stern's knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. Compensation of Trustees: Ann Barnett Stern received $22,212 in aggregate compensation from the Funds for the fiscal year ended February 28, 2018. |
| 2019-07-05 | Ann Barnett Stern - 1957 Trustee Ms. Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. She has served in this capacity since 2012. Formerly, Ms. Stern served in various capacities at Texas Childrens Hospital from 2003 to 2012, including General Counsel and Executive Vice President. Ms. Stern is also currently a member of the Dallas Board of the Federal Reserve Bank of Dallas, a role she has held since 2013. The Board believes that Ms. Sterns knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2020-06-18 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP, Federal Reserve Bank of Dallas Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 None |
| 2021-06-22 | Ann Barnett Stern, Trustee, Independent Trustee, born 1957, President and CEO, Houston Endowment Inc. Trustee since 2017. Member of Audit Committee and Investments Committee (Vice Chair). Compensation: $414,178. |
| 2022-06-22 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President, Texas Children’s Hospital; Vice President, General Counsel and Corporate Compliance Officer, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP and Andrews & Kurth LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee and Board Vice Chair of Holdsworth Center (non-profit); Trustee and Chair of Nomination/Governance Committee, Good Reason Houston, (non-profit); Trustee and Investment Committee member of University of Texas Law School Foundation (non-profit); Board Member of Greater Houston Partnership (non-profit); Advisory Board member, Baker Institute for Public Policy at Rice University Compensation: $430,089 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern is currently the President and Chief Executive Officer of Houston Endowment Inc., a private philanthropic institution. |
| 2018-06-25 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP. The Governance Committee members are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The Investments Committee members 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. The Valuation, Distribution and Proxy Oversight Committee members are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. Formerly: Executive Vice President and General Counsel, Texas Children's Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas The Board believes Ms. Stern's knowledge of financial services and investment management and her experience as a director benefit the Funds. Governance Committee members: Crockett, Fields (Chair), LaCava, Wilson, Stern, Jones, Mathai-Davis (Vice Chair). Investments Committee members: Arch, Crockett (Chair), Fields, Flanagan, LaCava, Stickel, Taylor, Troccoli, Wilson (Vice Chair), Hostetler (Vice Chair), Ressel, Stern (Vice Chair), Jones, Mathai-Davis. Valuation, Distribution and Proxy Oversight Committee members: Fields, Wilson, Stern, Jones (Vice Chair), Mathai-Davis (Chair). |
| 2020-06-18 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP, Federal Reserve Bank of Dallas The Governance Committee is composed of Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. 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) and Drs. Jones and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (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 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. The Audit Committee members include Ms. Stern. The Investments Committee members include Ms. Stern. |
| 2022-06-22 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President, Texas Children’s Hospital; Vice President, General Counsel and Corporate Compliance Officer, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee and Board Vice Chair of Holdsworth Center (non-profit); Trustee and Chair of Nomination/Governance Committee, Good Reason Houston, (non-profit); Trustee and Investment Committee member of University of Texas Law School Foundation (non-profit); Board Member of Greater Houston Partnership (non-profit); Advisory Board member, Baker Institute for Public Policy at Rice University Compensation: $430,089 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern - 1957 Nominee President and Chief Executive Officer, Houston Endowment, Inc. The Board believes that Ms. Stern's knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2018-06-25 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment, Inc. |
| 2019-07-05 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Children's Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas The Board believes that Ms. Stern's knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2020-06-18 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP, Federal Reserve Bank of Dallas The Governance Committee members include Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Investments Committee members include 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) and Drs. Jones and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee members include Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (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 | Ann Barnett Stern, Trustee, Independent Trustee, born 1957, President and CEO of Houston Endowment Inc.; Member of Audit Committee; Member of Investments Committee. |
| 2022-06-22 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. Formerly: Executive Vice President, Texas Children’s Hospital; Vice President, General Counsel and Corporate Compliance Officer, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP and Andrews & Kurth LLP Audit Committee Investments Committee Compensation: $430,089 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern - 1957 Nominee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital |
| 2018-06-25 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP. |
| 2019-07-05 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. Formerly: Executive Vice President and General Counsel, Texas Children's Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP The Governance Committee members include Messrs. Crockett, Fields (Chair), LaCava and Wilson, Ms. Stern and Drs. Jones and Mathai-Davis. The Investments Committee members include Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Stickel, Taylor, Troccoli and Wilson (Vice Chair), Mss. Hostetler (Vice Chair), Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee members include Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2020-06-18 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP, Federal Reserve Bank of Dallas |
| 2021-06-22 | Ann Barnett Stern, Trustee, 1957, President and Chief Executive Officer, Houston Endowment Inc. Members of the Audit Committee include Ms. Stern. Investments Committee members include Ms. Stern (Vice Chair). |
| 2022-06-22 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President, Texas Children’s Hospital; Vice President, General Counsel and Corporate Compliance Officer, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP and Andrews & Kurth LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Trustee and Board Vice Chair of Holdsworth Center (non-profit); Trustee and Chair of Nomination/Governance Committee, Good Reason Houston, (non-profit); Trustee and Investment Committee member of University of Texas Law School Foundation (non-profit); Board Member of Greater Houston Partnership (non-profit); Advisory Board member, Baker Institute for Public Policy at Rice University Compensation: $430,089 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern - 1957 Nominee President and Chief Executive Officer, Houston Endowment, Inc. |
| 2018-06-25 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP. |
| 2019-07-05 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP 241 Federal Reserve Bank of Dallas |
| 2020-06-18 | Ann Barnett Stern has been a member of the Board of Trustees of the Invesco Funds since 2017. The Governance Committee members are Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The members of the Investments Committee are 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) and Drs. Jones and Mathai-Davis. The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2021-06-22 | Ann Barnett Stern, Trustee, 1957. The Audit Committee members are Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. The Investments Committee members are Messrs. Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort (Vice Chair), Vaughn and Wilson, Mss. Brown, Hostetler (Chair), Krentzman, Ressel (Vice Chair) and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Governance Committee members are Messrs. Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair and Chair Designate) and Drs. Jones and Mathai-Davis. |
| 2022-06-22 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President, Texas Children’s Hospital; Vice President, General Counsel and Corporate Compliance Officer, Texas Children’s Hospital; Attorney, Beck, Redden and Secrest, LLP and Andrews & Kurth LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Trustee and Board Vice Chair of Holdsworth Center (non-profit); Trustee and Chair of Nomination/Governance Committee, Good Reason Houston, (non-profit); Trustee and Investment Committee member of University of Texas Law School Foundation (non-profit); Board Member of Greater Houston Partnership (non-profit); Advisory Board member, Baker Institute for Public Policy at Rice University (non-profit); Formerly: Director and Audit Committee Member of Federal Reserve Bank of Dallas Compensation: $430,089 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Ann Barnett Stern - 1957 Nominee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Children's Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP. Ms. Stern is also currently a member of the Dallas Board of the Federal Reserve Bank of Dallas, a role she has held since 2013. The Board believes that Ms. Stern's knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. |
| 2018-06-25 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment, Inc. (private philanthropic institution). Formerly: Executive Vice President and General Counsel, Texas Children's Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP. The Board believes that Ms. Stern's knowledge of financial services and investment management and her experience as a director, and other professional experience gained through her prior employment benefit the Funds. The members of the Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (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. The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas 241 Federal Reserve Bank of Dallas 354,478 |
| 2020-06-18 | Ann Barnett Stern - 1957 Trustee President and Chief Executive Officer, Houston Endowment Inc. (private philanthropic institution) Formerly: Executive Vice President and General Counsel, Texas Childrens Hospital; Attorney, Beck, Redden and Secrest, LLP; Business Law Instructor, University of St. Thomas; Attorney, Andrews & Kurth LLP, Federal Reserve Bank of Dallas Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 None Compensation: $397,070 |
| 2021-06-22 | Ann Barnett Stern, Trustee, 1957, President and Chief Executive Officer, Houston Endowment Inc. The Audit Committee members include Ms. Stern. The Governance Committee members include Ms. Stern (Vice Chair and Chair Designate). The Investments Committee members include Ms. Stern (Vice Chair). Compensation from Annex B shows Ann Barnett Stern received $19,977 from the Funds and total compensation of $414,178 from the Invesco Fund Complex. |
| 2022-06-22 | Ann Barnett Stern - 1957 Trustee President and CEO of Houston Endowment Inc.; Member of Audit Committee, Chair of Governance Committee, Member of Investments Committee; Compensation $430,089 |
Data sourced from SEC filings. Last updated: 2026-02-03