ANTHONY J. LACAVA, JR.

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Invesco Advantage Municipal Income Trust II

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Mr. LaCava currently serves as Chairman of the Business Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc.
2021-06-22 Anthony J. LaCava, Jr., Trustee, 1956, Formerly Director and Member of the Audit Committee, Blue Hills Bank. Audit Committee members include Mr. LaCava (Chair). Governance Committee members include Mr. LaCava. Investments Committee members include Mr. LaCava. Compensation from Annex B shows $474,776 total.
2022-06-22 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP Compensation: $466,263
2023-06-20 Anthony J. LaCava Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.

Invesco Bond Fund

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. Previously, Mr. LaCava served as a member of the board of directors and as a member of the audit committee of Blue Hills Bank, a publicly traded financial institution. Mr. LaCava retired after a 37-year career with KPMG LLP (KPMG) where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. From 2005 to 2013, Mr. LaCava served as a member of the board of directors of KPMG and chair of the board’s audit and finance committee and nominating committee. He also previously served as Regional Managing Partner from 2009 through 2012 and Managing Partner of KPMG’s New England practice. Mr. LaCava currently serves as Chairman of the Business Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc. The Board believes that Mr. LaCava’s experience in audit and financial services benefits the Funds.
2020-06-18 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing 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 Governance Committee is composed of Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B.
2021-06-22 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. The members of the Audit Committee are Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. The Governance Committee members include Mr. LaCava.
2022-06-22 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank; Managing Partner, KPMG LLP Number of Funds Overseen: 190 Other Trusteeships: Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP Compensation: $466,263
2023-06-20 Anthony J. LaCava Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Mr. LaCava currently serves as Member and Chairman of the Business School Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc. The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2024-07-02 Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP.

Invesco California Value Municipal Income Trust

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. - 1956 - Trustee - Formerly: Director and Member of the Audit Committee, Blue Hills Bank and Managing Partner, KPMG LLP. The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2020-06-18 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B
2021-06-22 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. The Audit Committee members include Mr. LaCava. The Governance Committee members include Mr. LaCava. The Investments Committee members include Mr. LaCava.
2022-06-22 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP Compensation: $466,263
2023-06-20 Anthony J. LaCava Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2024-07-02 Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco High Income Trust II

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank; Managing Partner, KPMG LLP; Chairman of the Business Advisory Council of Bentley University; Member, American College of Corporate Directors and Board Leaders, Inc. The Board believes that Mr. LaCava’s experience in audit and financial services benefits the Funds.
2020-06-18 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP
2021-06-22 Anthony J. LaCava, Jr., Trustee, Independent Trustee, born 1956, former Director and Audit Committee member of Blue Hills Bank, retired senior partner at KPMG LLP, Chairman of Business Advisory Council of Bentley University.
2022-06-22 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP Compensation: $466,263
2023-06-20 Anthony J. LaCava Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2024-07-02 Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco Municipal Income Opportunities Trust

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Mr. LaCava currently serves as Chairman of the Business Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc. The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds. The Audit Committee is comprised of Messrs. Arch, Crockett, LaCava, Stickel (Chair) and Troccoli (Vice Chair) and Mss. Hostetler and Ressel. The Audit Committee held seven meetings during the fiscal year ended February 28, 2019.
2020-06-18 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP 202 Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP Compensation: $306,732
2021-06-22 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. Mr. LaCava retired after a 37-year career with KPMG where he served as senior partner. The Audit Committee members include Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. 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 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP Compensation: $466,263
2023-06-20 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2024-07-02 Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco Municipal Opportunity Trust

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP The Audit Committee is composed of Messrs. Arch, Crockett, LaCava, Stickel (Chair) and Troccoli (Vice Chair) and Mss. Hostetler and Ressel. 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.
2020-06-18 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP The Audit Committee members are Messrs. Arch, Crockett, LaCava (Chair), Troccoli and Vaughn (Vice Chair) and Mss. Hostetler, Krentzman and Ressel. The Governance Committee members are Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis.
2021-06-22 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. 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 Anthony J. LaCava, Jr. - 1956 Trustee Previously, Mr. LaCava served as a member of the board of directors and as a member of the audit committee of Blue Hills Bank, a publicly traded financial institution. Mr. LaCava retired after a 37-year career with KPMG LLP ("KPMG") where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. From 2005 to 2013, Mr. LaCava served as a member of the board of directors of KPMG and chair of the board’s audit and finance committee and nominating committee. He also previously served as Regional Managing Partner from 2009 through 2012 and Managing Partner of KPMG’s New England practice. Mr. LaCava currently serves as Chairman of the Business School Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc. Compensation: 466,263
2023-06-20 Anthony J. LaCava - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP
2024-07-02 Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco Municipal Trust

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Mr. LaCava retired after a 37-year career with KPMG LLP ("KPMG") where he served as senior partner for a wide range of firm clients across the retail, financial services, consumer markets, real estate, manufacturing, health care and technology industries. From 2005 to 2013, Mr. LaCava served as a member of the board of directors of KPMG and chair of the board's audit and finance committee and nominating committee. He also previously served as Regional Managing Partner from 2009 through 2012 and Managing Partner of KPMG's New England practice. Mr. LaCava currently serves as Chairman of the Business Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc. The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2020-06-18 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP
2021-06-22 Anthony J. LaCava, Jr., Trustee, Independent Trustee, born 1956, Former Director and Audit Committee member, Blue Hills Bank; retired KPMG partner. Trustee since 2019. Member of Audit Committee (Chair), Governance Committee, Investments Committee. Compensation: $474,776.
2022-06-22 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP Compensation: $466,263
2023-06-20 Anthony J. LaCava Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2024-07-02 Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco Pennsylvania Value Municipal Income Trust

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank; Managing Partner, KPMG LLP The Board believes Mr. LaCava's experience in audit and financial services benefits the Funds. Audit Committee members: Arch, Crockett, LaCava, Stickel (Chair), Troccoli (Vice Chair), Hostetler, Ressel. Governance Committee members: Crockett, Fields (Chair), LaCava, Wilson, Stern, Jones, Mathai-Davis (Vice Chair).
2020-06-18 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing 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 Governance Committee is composed of Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B.
2021-06-22 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. The Audit Committee members include Mr. LaCava. The Governance Committee members include Mr. LaCava. The Investments Committee members include Mr. LaCava.
2022-06-22 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP Compensation: $466,263
2023-06-20 Anthony J. LaCava Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2024-07-02 The Board believes that Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco Quality Municipal Income Trust

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2020-06-18 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Mr. LaCava currently serves as Chairman of the Business Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc. The Audit Committee is composed of Messrs. Arch, Crockett, LaCava (Chair), Troccoli and Vaughn (Vice Chair), and Mss. Hostetler, Krentzman and Ressel. 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. Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B
2021-06-22 Anthony J. LaCava, Jr., Trustee, Independent Trustee, born 1956, Former Director and Audit Committee Member of Blue Hills Bank; Chair of Audit Committee; Member of Governance Committee; Member of Investments Committee.
2022-06-22 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank; Managing Partner, KPMG LLP Chairman of the Business School Advisory Council of Bentley University; Member of American College of Corporate Directors and Board Leaders, Inc. Audit Committee Chair Governance Committee Investments Committee Compensation: $466,263
2023-06-20 Anthony J. LaCava Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP
2024-07-02 The Board believes that Mr. LaCava’s experience in audit and financial services benefits the Funds.

Invesco Trust for Investment Grade Municipals

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank and Managing Partner, KPMG LLP The Audit Committee members include Messrs. Arch, Crockett, LaCava, Stickel (Chair), Troccoli (Vice Chair), and Mss. Hostetler and Ressel. The Governance Committee members include Messrs. Crockett, Fields (Chair), LaCava and Wilson, Ms. Stern and Drs. Jones and Mathai-Davis.
2020-06-18 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP
2021-06-22 Anthony J. LaCava, Jr., Trustee, 1956, Formerly Director and Member of the Audit Committee, Blue Hills Bank. Members of the Audit Committee include Mr. LaCava (Chair). Governance Committee members include Mr. LaCava. Investments Committee members include Mr. LaCava.
2022-06-22 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP Compensation: $466,263
2023-06-20 Anthony J. LaCava Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Mr. LaCava currently serves as Member and Chairman of the Business School Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc. The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.

Invesco Trust for Investment Grade New York Municipals

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP 241 Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP
2020-06-18 Anthony J. LaCava, Jr. has been a member of the Board of Trustees of the Invesco Funds since 2019. The members of the Audit Committee are Messrs. Arch, Crockett, LaCava (Chair), Troccoli and Vaughn (Vice Chair) and Mss. Hostetler, Krentzman and Ressel. 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.
2021-06-22 Anthony J. LaCava, Jr., Trustee, 1956. The Audit Committee members are Messrs. LaCava (Chair), Troccoli, Vaughn (Vice Chair), Wilson, Dr. Jones, and Mss. Hostetler and Stern. 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. 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.
2022-06-22 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP Compensation: $466,263
2023-06-20 Anthony J. LaCava Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.

Invesco Value Municipal Income Trust

Filing Date Source Excerpt
2019-07-05 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP 241 Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP 0
2020-06-18 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Blue Hills Bank; Chairman, Bentley University; Member, Business School Advisory Council; and Nominating Committee, KPMG LLP Compensation: $306,732
2021-06-22 Anthony J. LaCava, Jr., Trustee, 1956, Formerly Director and Member of the Audit Committee, Blue Hills Bank. The Audit Committee members include Mr. LaCava (Chair). The Governance Committee members include Mr. LaCava. The Investments Committee members include Mr. LaCava. Compensation from Annex B shows Anthony J. LaCava, Jr. received $22,079 from the Funds and total compensation of $474,776 from the Invesco Fund Complex.
2022-06-22 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of Audit Committee, Blue Hills Bank; Retired senior partner at KPMG LLP; Chair of Audit Committee; Member of Governance and Investments Committees; Compensation $466,263
2023-06-20 Anthony J. LaCava, Jr. - 1956 Trustee Formerly: Director and Member of the Audit Committee, Blue Hills Bank (publicly traded financial institution) and Managing Partner, KPMG LLP Mr. LaCava currently serves as Member and Chairman of the Business School Advisory Council of Bentley University and as a member of American College of Corporate Directors and Board Leaders, Inc. The Board believes that Mr. LaCava's experience in audit and financial services benefits the Funds.
2024-07-02 Mr. LaCava’s experience in audit and financial services benefits the Funds.

Data sourced from SEC filings. Last updated: 2026-02-03