Corporate Board Profile
Tech Score: 25/100
17 mention(s) identify CHRISTOPHER L. WILSON as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| Invesco Advantage Municipal Income Trust II | 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. | Serves as a Board member of enaible Inc., a technology company focused on artificial intelligence solutions, indicating familiarity with software and technology. |
| Invesco Advantage Municipal Income Trust II | 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. Mr. Wilson served as the chair of the Audit and Finance Committee, which also oversaw cybersecurity. | Mr. Wilson served as a board member of enaible Inc., a technology company focused on artificial intelligence solutions, indicating familiarity with technology and software. He also oversaw cybersecurity as part of his audit committee role. |
| Invesco California Value Municipal Income Trust | 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. | Serves as a Board member of enaible Inc., a technology company focused on artificial intelligence solutions, indicating familiarity with software and technology. |
| Invesco California Value Municipal Income Trust | 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. Mr. Wilson served as the chair of the Audit and Finance Committee, which also oversaw cybersecurity. | Mr. Wilson served as a board member of enaible Inc., a technology company focused on providing artificial intelligence solutions, indicating familiarity with technology and software. He also oversaw cybersecurity as part of his audit committee role. |
| Invesco Municipal Opportunity Trust | 2020-06-18 | Mr. Wilson served as Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. He is chair of the Audit and Finance Committee, which oversees cybersecurity, at ISO New England, Inc. | Mr. Wilson has experience as a managing partner of an investing and consulting firm for start-ups, served as CEO of mutual fund companies, and is involved in cybersecurity oversight as chair of the Audit and Finance Committee at ISO New England, Inc. |
| Invesco Municipal Opportunity Trust | 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. | Serves as a Board member of enaible Inc., a technology company focused on artificial intelligence solutions, indicating familiarity with software and technology. |
| Invesco Municipal Opportunity Trust | 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. The Board believes that Mr. Wilson's knowledge of financial services and investment management, his experience as a director and audit committee member of other companies, including a mutual fund company, and other professional experience gained through his prior employment benefit the Funds. | Mr. Wilson served as a board member of enaible Inc., a technology company focused on artificial intelligence solutions, indicating familiarity with software and technology. |
| Invesco Pennsylvania Value Municipal Income Trust | 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. | Serves as a Board member of enaible Inc., a technology company focused on artificial intelligence solutions, indicating familiarity with software and technology. |
| Invesco Pennsylvania Value Municipal Income Trust | 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. | Mr. Wilson served as a board member of enaible Inc., a technology company focused on artificial intelligence solutions, indicating familiarity with software and technology. |
| Invesco Quality Municipal Income Trust | 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. | Serves as a Board member of enaible Inc., a technology company focused on artificial intelligence solutions, indicating familiarity with technology and likely software-related skills. |
| Invesco Quality Municipal Income Trust | 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. | Mr. Wilson served as a board member of enaible Inc., a technology company focused on artificial intelligence solutions, indicating familiarity with software and technology. |
| Invesco Trust for Investment Grade Municipals | 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. | Serves as a Board member of enaible Inc., a technology company focused on artificial intelligence solutions, indicating familiarity with software and technology. |
| Invesco Trust for Investment Grade Municipals | 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. Mr. Wilson served as the chair of the Audit and Finance Committee, which also oversaw cybersecurity, and was a member of the systems planning committee of ISO-NE, Inc. | Mr. Wilson served on the board of a technology company focused on artificial intelligence solutions and was involved in audit and cybersecurity oversight, indicating relevant technical knowledge. |
| Invesco Trust for Investment Grade New York Municipals | 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. | Serves as a Board member of enaible Inc., a technology company focused on artificial intelligence solutions, indicating familiarity with technology and likely software-related skills. |
| Invesco Trust for Investment Grade New York Municipals | 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. Mr. Wilson served as the chair of the Audit and Finance Committee, which also oversaw cybersecurity, and was a member of the systems planning committee of ISO-NE, Inc. | He served as a board member of enaible Inc., a technology company focused on artificial intelligence solutions, and was involved in audit and cybersecurity oversight, indicating familiarity with technology and software. |
| Invesco Value Municipal Income Trust | 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. | Serves as a Board member of enaible Inc., a technology company focused on artificial intelligence solutions, indicating familiarity with software and technology. |
| Invesco Value Municipal Income Trust | 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. Mr. Wilson served as the chair of the Audit and Finance Committee, which also oversaw cybersecurity, and was a member of the systems planning committee of ISO-NE, Inc. | Mr. Wilson served on the board of a technology company focused on artificial intelligence solutions and was involved in audit and cybersecurity oversight, indicating relevant technical experience. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Christopher L. Wilson started a career in the investment management business in 1980. From 2004 to 2009, Mr Wilson served as President and Chief Executive Officer of Columbia Funds, a mutual fund complex with over $350 billion in assets. Mr. Wilson is currently a Managing Partner of CT2, LLC (investing and consulting firm). He has served in this capacity since 2009. From 2014 to 2016, Mr. Wilson served as a member of the Board of Directors of the mutual fund company managed by TDAM USA Inc., an affiliate of TD Bank, N.A. Mr. Wilson also currently serves as a member of the Board of Directors of ISO New England, Inc., the company that establishes the wholesale electricity market and manages the electrical power grid in New England. Mr. Wilson is currently the chair of the Audit and Finance Committee, which also oversees cybersecurity, and a member of the systems planning committee of ISO-NE, Inc. He previously served as chair of the Human Resources and Compensation Committee and was a member of the Markets Committee. He has served on the ISO New England, Inc. board since 2011. The Board believes that Mr. Wilson's knowledge of financial services and investment management, his experience as a director and audit committee member of other companies, including a mutual fund company, and other professional experience gained through his prior employment benefit the Funds. |
| 2018-06-25 | Christopher L. Wilson has been a member of the Board of Trustees of the Invesco Funds since 2017. Mr. Wilson started a career in the investment management business in 1980. From 2004 to 2009, Mr. Wilson served as President and Chief Executive Officer of Columbia Funds, a mutual fund complex with over $350 billion in assets. From 2009 to 2017, Mr. Wilson served as a Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. From 2014 to 2016, Mr. Wilson served as a member of the Board of Directors of the mutual fund company managed by TDAM USA Inc., an affiliate of TD Bank, N.A. Mr. Wilson also currently serves as a member of the Board of Directors of ISO New England, Inc., the company that establishes the wholesale electricity market and manages the electrical power grid in New England. Mr. Wilson is currently the chair of the Audit and Finance Committee, which also oversees cybersecurity, and a member of the systems planning committee of ISO-NE, Inc. |
| 2019-07-05 | Mr. Wilson started a career in the investment management business in 1980. From 2004 to 2009, Mr. Wilson served as President and Chief Executive Officer of Columbia Funds ... Mr. Wilson also currently serves as a member of the Board of Directors of ISO New England, Inc. |
| 2020-06-18 | Christopher L. Wilson served as President and CEO of Columbia Funds and Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. |
| 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. |
| 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. Mr. Wilson served as the chair of the Audit and Finance Committee, which also oversaw cybersecurity. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-06-25 | Christopher L. Wilson - 1957 Trustee Non-executive director and trustee of a number of public and private business corporations. Formerly: Managing Partner, CT2, LLC (investing and consulting firm); President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc.; 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. 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 | Christopher L. Wilson - 1957 Trustee and Vice Chair Non-executive director and trustee of a number of public and private business corporations. Formerly: Director, TD Asset Management USA Inc. (mutual fund complex) (22 portfolios); Managing Partner, CT2, LLC (investing and consulting firm); President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc.; Principal & Director of Operations, Scudder Funds, Scudder, Stevens & Clark, Inc.; Assistant Vice President, Fidelity Investments 241 ISO New England, Inc. (non-profit organization managing regional electricity market) The Board believes that Mr. Wilsons knowledge of financial services and investment management, his experience as a director and audit committee member of other companies, including a mutual fund company, and other professional experience gained through his prior employment benefit the Funds. |
| 2020-06-18 | Christopher L. Wilson - 1957 Trustee, Vice Chair and Chair Designate Retired Formerly: Director, TD Asset Management USA Inc. (mutual fund complex) (22 portfolios); Managing Partner, CT2, LLC (investing and consulting firm); President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc.; Principal & Director of Operations, Scudder Funds, Scudder, Stevens & Clark, Inc.; Assistant Vice President, Fidelity Investments 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 | Christopher L. Wilson has been a member of the Board of Trustees of the Invesco Funds since 2017 and Chair since January 2021. He previously served as Chair Designate since March 2019 and Vice Chair since June 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. Wilson. The Investments Committee members include Mr. Wilson. |
| 2022-06-22 | Christopher L. Wilson - 1957 Trustee and Chair Retired Formerly: Director, TD Asset Management USA Inc.; Managing Partner, CT2, LLC; President/CEO, Columbia Funds; President/CEO, CDC IXIS Asset Management Services, Inc.; Principal & Director of Operations, Scudder Funds; Assistant Vice President, Fidelity Investments Number of Funds Overseen: 190 Other Trusteeships: enaible, Inc.; Director, ISO New England, Inc. Compensation: $690,933 |
| Filing Date | Source Excerpt |
|---|---|
| 2018-06-25 | Mr. Wilson started a career in the investment management business in 1980. From 2009 to 2017, Mr. Wilson served as a Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. |
| 2019-07-05 | Mr. Wilson is currently the chair of the Audit and Finance Committee, which also oversees cybersecurity, and a member of the systems planning committee of ISO-NE, Inc. ... The Board believes that Mr. Wilson's knowledge of financial services and investment management benefits the Funds. |
| 2020-06-18 | Chair of the Audit and Finance Committee, which also oversees cybersecurity, and a member of the systems planning committee of ISO New England, Inc. |
| 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. |
| 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. Mr. Wilson served as the chair of the Audit and Finance Committee, which also oversaw cybersecurity. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Christopher L. Wilson - 1957 Nominee Managing Partner, CT2, LLC (investing and consulting firm) |
| 2018-06-25 | Christopher L. Wilson has been a member of the Board of Trustees of the Invesco Funds since 2017. ... 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. ... 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 Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis. |
| 2019-07-05 | Christopher L. Wilson - 1957 Trustee and Vice Chair Non-executive director and trustee of a number of public and private business corporations Formerly: Director, TD Asset Management USA Inc.; Managing Partner, CT2, LLC; President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc.; Principal & Director of Operations, Scudder Funds; Assistant Vice President, Fidelity Investments The Board believes that Mr. Wilsons knowledge of financial services and investment management, his experience as a director and audit committee member of other companies, including a mutual fund company, and other professional experience gained through his prior employment benefit the Funds. |
| 2020-06-18 | Christopher L. Wilson - 1957 Trustee, Vice Chair and Chair Designate Retired Formerly: Director, TD Asset Management USA Inc. (mutual fund complex) (22 portfolios); Managing Partner, CT2, LLC (investing and consulting firm); President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc.; Principal & Director of Operations, Scudder Funds, Scudder, Stevens & Clark, Inc.; Assistant Vice President, Fidelity Investments Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 ISO New England, Inc. (non-profit organization managing regional electricity market) |
| 2021-06-22 | Christopher L. Wilson, Trustee and Chair, Independent Trustee, born 1957, Retired, former President and CEO of Columbia Funds, Board member of enaible, Inc. and ISO New England, Inc. |
| 2022-06-22 | Christopher L. Wilson - 1957 Trustee and Chair Retired Formerly: Director, TD Asset Management USA Inc. (mutual fund complex) (22 portfolios); Managing Partner, CT2, LLC (investing and consulting firm); President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc.; Principal & Director of Operations, Scudder Funds, Scudder, Stevens & Clark, Inc.; Assistant Vice President, Fidelity Investments Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Formerly: enaible, Inc. (artificial intelligence technology); Director, ISO New England, Inc. (non-profit organization managing regional electricity market) Compensation: $690,933 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Christopher L. Wilson started a career in the investment management business in 1980. |
| 2018-06-25 | Christopher L. Wilson - 1957 Trustee Non-executive director and trustee of a number of public and private business corporations. Formerly: Managing Partner, CT2, LLC (investing and consulting firm); President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc.; Member of the Compliance Committee and Valuation, Distribution and Proxy Oversight Committee |
| 2019-07-05 | Christopher L. Wilson - 1957 Trustee and Vice Chair Non-executive director and trustee of a number of public and private business corporations. Formerly: Director, TD Asset Management USA Inc. (mutual fund complex) (22 portfolios); Managing Partner, CT2, LLC (investing and consulting firm); President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc.; Principal & Director of Operations, Scudder Funds, Scudder, Stevens & Clark, Inc.; Assistant Vice President, Fidelity Investments The Board believes that Mr. Wilson's knowledge of financial services and investment management, his experience as a director and audit committee member of other companies, including a mutual fund company, and other professional experience gained through his 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 | Christopher L. Wilson - 1957 Trustee, Vice Chair and Chair Designate Retired Formerly: Director, TD Asset Management USA Inc. (mutual fund complex) (22 portfolios); Managing Partner, CT2, LLC (investing and consulting firm); President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc.; Principal & Director of Operations, Scudder Funds, Scudder, Stevens & Clark, Inc.; Assistant Vice President, Fidelity Investments 202 ISO New England, Inc. (non-profit organization managing regional electricity market) Compensation: $432,974 |
| 2021-06-22 | Christopher L. Wilson has been a member of the Board of Trustees of the Invesco Funds since 2017 and Chair since January 2021. He previously served as Chair Designate since March 2019 and Vice Chair since June 2019. 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. 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. |
| 2022-06-22 | Christopher L. Wilson - 1957 Trustee and Chair Retired Formerly: Director, TD Asset Management USA Inc. (mutual fund complex) (22 portfolios); Managing Partner, CT2, LLC (investing and consulting firm); President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc.; Principal & Director of Operations, Scudder Funds, Scudder, Stevens & Clark, Inc.; Assistant Vice President, Fidelity Investments Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Formerly: enaible, Inc. (artificial intelligence technology); Director, ISO New England, Inc. (non-profit organization managing regional electricity market) Compensation: $690,933 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Mr. Wilson is currently a Managing Partner of CT2, LLC (investing and consulting firm) ... He has served in this capacity since 2009. From 2014 to 2016, Mr. Wilson served as a member of the Board of Directors of the mutual fund company managed by TDAM USA Inc., an affiliate of TD Bank, N.A. ... The Board believes that Mr. Wilson’s knowledge of financial services and investment management, his experience as a director and audit committee member of other companies, including a mutual fund company, and other professional experience gained through his prior employment benefit the Funds. |
| 2018-06-25 | Christopher L. Wilson - Non-executive director and trustee of public and private business corporations; former Managing Partner of CT2, LLC; President/CEO of Columbia Funds; member of the Board of Directors of ISO New England, Inc., chair of Audit and Finance Committee overseeing cybersecurity. |
| 2019-07-05 | Mr. Wilson served as President and CEO of Columbia Funds and is a member of the Board of Directors of ISO New England, Inc. |
| 2020-06-18 | Mr. Wilson served as Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. He is chair of the Audit and Finance Committee, which oversees cybersecurity, at ISO New England, Inc. |
| 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. |
| 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. The Board believes that Mr. Wilson's knowledge of financial services and investment management, his experience as a director and audit committee member of other companies, including a mutual fund company, and other professional experience gained through his prior employment benefit the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Christopher L. Wilson - 1957, Nominee, Managing Partner, CT2, LLC; Former President and CEO, Columbia Funds; Chair of the Audit and Finance Committee of ISO New England, Inc.; Member of the systems planning committee of ISO-NE, Inc. |
| 2018-06-25 | Christopher L. Wilson - 1957 Trustee Non-executive director and trustee of a number of public and private business corporations. Formerly: Managing Partner, CT2, LLC (investing and consulting firm); President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc. The Compliance Committee is composed of Messrs. Arch (Chair), Stickel, Troccoli and Wilson, and Ms. Ressel (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 Mr. Wilson's knowledge of financial services and investment management, his experience as a director and audit committee member of other companies, including a mutual fund company, and other professional experience gained through his prior employment benefit the Funds. Compensation of Trustees: Christopher L. Wilson received $21,832 in aggregate compensation from the Funds for the fiscal year ended February 28, 2018. |
| 2019-07-05 | Christopher L. Wilson - 1957 Trustee and Vice Chair Mr. Wilson started a career in the investment management business in 1980. From 2004 to 2009, Mr. Wilson served as President and Chief Executive Officer of Columbia Funds, a mutual fund complex with over $350 billion in assets. From 2009 to 2017, Mr. Wilson served as a Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. From 2014 to 2016, Mr. Wilson served as a member of the Board of Directors of the mutual fund company managed by TDAM USA Inc., an affiliate of TD Bank, N.A. Mr. Wilson also currently serves as a member of the Board of Directors of ISO New England, Inc., the company that establishes the wholesale electricity market and manages the electrical power grid in New England. Mr. Wilson is currently the chair of the Audit and Finance Committee, which also oversees cybersecurity, and a member of the systems planning committee of ISO-NE, Inc. He previously served as chair of the Human Resources and Compensation Committee and was a member of the Markets Committee. He has served on the ISO New England, Inc. board since 2011. The Board believes that Mr. Wilsons knowledge of financial services and investment management, his experience as a director and audit committee member of other companies, including a mutual fund company, and other professional experience gained through his prior employment benefit the Funds. |
| 2020-06-18 | Christopher L. Wilson - 1957 Trustee, Vice Chair and Chair Designate Retired Formerly: Director, TD Asset Management USA Inc. (mutual fund complex) (22 portfolios); Managing Partner, CT2, LLC (investing and consulting firm); President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc.; Principal & Director of Operations, Scudder Funds, Scudder, Stevens & Clark, Inc.; Assistant Vice President, Fidelity Investments Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 ISO New England, Inc. (non-profit organization managing regional electricity market) |
| 2021-06-22 | Christopher L. Wilson, Trustee and Chair, Independent Trustee, born 1957, Retired. Formerly Director, TD Asset Management USA Inc., Managing Partner CT2, LLC, President/CEO Columbia Funds, Bank of America Corporation. Trustee since 2017. Chair since January 2021. Member of Audit Committee, Governance Committee, Investments Committee. Compensation: $500,578. |
| 2022-06-22 | Christopher L. Wilson - 1957 Trustee and Chair Retired Formerly: Director, TD Asset Management USA Inc. (mutual fund complex) (22 portfolios); Managing Partner, CT2, LLC (investing and consulting firm); President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc.; Principal & Director of Operations, Scudder Funds, Scudder, Stevens & Clark, Inc.; Assistant Vice President, Fidelity Investments Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Formerly: enaible, Inc. (artificial intelligence technology); Director, ISO New England, Inc. (non-profit organization managing regional electricity market) Compensation: $690,933 |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Managing Partner, CT2, LLC (investing and consulting firm); Formerly: President/Chief Executive Officer, Columbia Funds, Bank of America Corporation; President/Chief Executive Officer, CDC IXIS Asset Management Services, Inc. |
| 2018-06-25 | Christopher L. Wilson - Managing Partner of CT2, LLC (investing and consulting firm); President/CEO of Columbia Funds; Board member of ISO New England, Inc.; chair of Audit and Finance Committee overseeing cybersecurity. |
| 2019-07-05 | Christopher L. Wilson has been a member of the Board of Trustees of the Invesco Funds since 2017 and has served as Vice Chair since June 10, 2019. Mr. Wilson started a career in the investment management business in 1980. From 2004 to 2009, Mr. Wilson served as President and Chief Executive Officer of Columbia Funds, a mutual fund complex with over $350 billion in assets. From 2009 to 2017, Mr. Wilson served as a Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. From 2014 to 2016, Mr. Wilson served as a member of the Board of Directors of the mutual fund company managed by TDAM USA Inc., an affiliate of TD Bank, N.A. Mr. Wilson also currently serves as a member of the Board of Directors of ISO New England, Inc., the company that establishes the wholesale electricity market and manages the electrical power grid in New England. Mr. Wilson is currently the chair of the Audit and Finance Committee, which also oversees cybersecurity, and a member of the systems planning committee of ISO-NE, Inc. He previously served as chair of the Human Resources and Compensation Committee and was a member of the Markets Committee. He has served on the ISO New England, Inc. board since 2011. |
| 2020-06-18 | Christopher L. Wilson served as President and CEO of Columbia Funds and as Managing Partner of CT2, LLC, an early stage investing and consulting firm. He is chair of the Audit and Finance Committee of ISO New England, Inc., overseeing cybersecurity. |
| 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. |
| 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Managing Partner, CT2, LLC (investing and consulting firm); Formerly: President/Chief Executive Officer, Columbia Funds, Bank of America Corporation |
| 2018-06-25 | Christopher L. Wilson has been a member of the Board of Trustees of the Invesco Funds since 2017. Mr. Wilson started a career in the investment management business in 1980. From 2004 to 2009, Mr. Wilson served as President and Chief Executive Officer of Columbia Funds, a mutual fund complex with over $350 billion in assets. From 2009 to 2017, Mr. Wilson served as a Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. From 2014 to 2016, Mr. Wilson served as a member of the Board of Directors of the mutual fund company managed by TDAM USA Inc., an affiliate of TD Bank, N.A. Mr. Wilson also currently serves as a member of the Board of Directors of ISO New England, Inc., the company that establishes the wholesale electricity market and manages the electrical power grid in New England. Mr. Wilson is currently the chair of the Audit and Finance Committee, which also oversees cybersecurity, and a member of the systems planning committee of ISO-NE, Inc. |
| 2019-07-05 | Mr. Wilson started a career in the investment management business in 1980. From 2009 to 2017, Mr. Wilson served as a Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. |
| 2020-06-18 | Christopher L. Wilson served as President and CEO of Columbia Funds and as Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. He currently serves on the Board of Directors of ISO New England, Inc., where he chairs the Audit and Finance Committee overseeing cybersecurity. |
| 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. |
| 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-06-25 | Christopher L. Wilson has been a member of the Board of Trustees of the Invesco Funds since 2017. Mr. Wilson started a career in the investment management business in 1980. From 2004 to 2009, Mr. Wilson served as President and Chief Executive Officer of Columbia Funds, a mutual fund complex with over $350 billion in assets. From 2009 to 2017, Mr. Wilson served as a Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. From 2014 to 2016, Mr. Wilson served as a member of the Board of Directors of the mutual fund company managed by TDAM USA Inc., an affiliate of TD Bank, N.A. Mr. Wilson also currently serves as a member of the Board of Directors of ISO New England, Inc., the company that establishes the wholesale electricity market and manages the electrical power grid in New England. Mr. Wilson is currently the chair of the Audit and Finance Committee, which also oversees cybersecurity, and a member of the systems planning committee of ISO-NE, Inc. |
| 2019-07-05 | Mr. Wilson started a career in the investment management business in 1980. ... Mr. Wilson also currently serves as a member of the Board of Directors of ISO New England, Inc., the company that establishes the wholesale electricity market and manages the electrical power grid in New England. ... The Board believes that Mr. Wilson's knowledge of financial services and investment management, his experience as a director and audit committee member of other companies, including a mutual fund company, and other professional experience gained through his prior employment benefit the Funds. |
| 2020-06-18 | Christopher L. Wilson served as President and CEO of Columbia Funds and currently serves on the Board of Directors of ISO New England, Inc., which manages the electrical power grid in New England. |
| 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. |
| 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. Mr. Wilson served as the chair of the Audit and Finance Committee, which also oversaw cybersecurity, and was a member of the systems planning committee of ISO-NE, Inc. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-07-26 | Managing Partner, CT2, LLC (investing and consulting firm); Formerly: President/Chief Executive Officer, Columbia Funds, Bank of America Corporation |
| 2018-06-25 | Christopher L. Wilson has been a member of the Board of Trustees of the Invesco Funds since 2017. Mr. Wilson started a career in the investment management business in 1980. From 2004 to 2009, Mr. Wilson served as President and Chief Executive Officer of Columbia Funds, a mutual fund complex with over $350 billion in assets. From 2009 to 2017, Mr. Wilson served as a Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. |
| 2019-07-05 | Mr. Wilson started a career in the investment management business in 1980... Mr. Wilson also currently serves as a member of the Board of Directors of ISO New England, Inc., the company that establishes the wholesale electricity market and manages the electrical power grid in New England. |
| 2020-06-18 | Mr. Wilson is currently the chair of the Audit and Finance Committee, which also oversees cybersecurity, and a member of the systems planning committee of ISO-NE, Inc. |
| 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. |
| 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. Mr. Wilson served as the chair of the Audit and Finance Committee, which also oversaw cybersecurity, and was a member of the systems planning committee of ISO-NE, Inc. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-06-25 | Christopher L. Wilson has been a member of the Board of Trustees of the Invesco Funds since 2017. Mr. Wilson started a career in the investment management business in 1980. From 2004 to 2009, Mr. Wilson served as President and Chief Executive Officer of Columbia Funds, a mutual fund complex with over $350 billion in assets. From 2009 to 2017, Mr. Wilson served as a Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. Mr. Wilson also currently serves as a member of the Board of Directors of ISO New England, Inc., the company that establishes the wholesale electricity market and manages the electrical power grid in New England. Mr. Wilson is currently the chair of the Audit and Finance Committee, which also oversees cybersecurity, and a member of the systems planning committee of ISO-NE, Inc. |
| 2019-07-05 | Mr. Wilson started a career in the investment management business in 1980. From 2004 to 2009, Mr. Wilson served as President and Chief Executive Officer of Columbia Funds ... Mr. Wilson also currently serves as a member of the Board of Directors of ISO New England, Inc. |
| 2020-06-18 | Christopher L. Wilson served as President and CEO of Columbia Funds and Managing Partner of CT2, LLC, an early stage investing and consulting firm for start-up companies. |
| 2021-06-22 | Mr. Wilson currently serves as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. |
| 2022-06-22 | From June 2020 to August 2021, Mr. Wilson served as a Board member of enaible Inc., a technology company focused on providing artificial intelligence solutions. Mr. Wilson served as the chair of the Audit and Finance Committee, which also oversaw cybersecurity, and was a member of the systems planning committee of ISO-NE, Inc. |
Data sourced from SEC filings. Last updated: 2025-12-07