Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Joel W. Motley has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, and on boards of various non-profit organizations. |
| 2021-06-22 | Mr. Motley has experience in financial services and as a director of other investment companies. |
| 2022-06-22 | Joel W. Motley has been a member of the Board of Trustees of the Invesco Funds since 2019. Since 2016, Mr. Motley has served as an independent director of the Office of Finance of the Federal Home Loan Bank System. He has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, since January 2002. He previously served as a member of the Vestry of Trinity Church Wall Street. Mr. Motley also serves as a member of the Council on Foreign Relations and its Finance and Budget Committee. He is a member of the Investment Committee and is Chairman Emeritus of the Board of Human Rights Watch and a member of the Investment Committee and the Board of Historic Hudson Valley, a non-profit cultural organization. |
| 2023-06-20 | Joel W. Motley has been a member of the Board of Trustees of the Invesco Funds since 2019. From 2002 to 2019, Mr. Motley served on the boards of certain investment companies in the Oppenheimer Funds complex. In May 2022, Mr. Motley rejoined the Vestry and the Investment Committee of Trinity Church Wall Street. Since 2021, Mr. Motley has served as a Board member of the Trust for Mutual Understanding, which makes grants to arts and environmental organizations in Eastern Europe. Since 2021, Mr. Motley has served as a member of the board of Blue Ocean Acquisition Corp. Since 2016, Mr. Motley has served as an independent director of the Office of Finance of the Federal Home Loan Bank System. He has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, since January 2002. Mr. Motley also serves as a member of the Council on Foreign Relations and its Finance and Budget Committee. He is a member of the Investment Committee and is Chairman Emeritus of the Board of Human Rights Watch and a member of the Investment Committee and the Board of Historic Hudson Valley, a non-profit cultural organization. Since 2011, he has served as a Board Member and Investment Committee Member of the Pulitzer Center for Crisis Reporting, a non-profit journalism organization. Mr. Motley also serves as Director and member of the Board and Investment Committee of The Greenwall Foundation, a bioethics research foundation, and as a Director of Friends of the LRC, a South Africa legal services foundation. Previously, Mr. Motley served as Managing Director of Public Capital Advisors, LLC, a privately held financial advisory firm, from 2006 to 2017. He also served as Managing Director of Carmona Motley Hoffman Inc. a privately-held financial advisor, and served as a Director of Columbia Equity Financial Corp. (privately held financial advisor), from 2002 to 2007. The Board believes that Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Joel W. Motley - 1952 Trustee Director of Office of Finance, Federal Home Loan Bank System; Member of the Vestry of Trinity Wall Street; Managing Director of Carmona Motley Inc. (privately held financial advisor); Member of the Council on Foreign Relations and its Finance and Budget Committee; Chairman Emeritus of Board of Human Rights Watch and Member of its Investment Committee; and Member of Investment Committee and Board of Historic Hudson Valley (non-profit cultural organization) Formerly: Managing Director of Public Capital Advisors, LLC (privately held financial advisor); Managing Director of Carmona Motley Hoffman, Inc. (privately held financial advisor); Trustee of certain Oppenheimer Funds; and Director of Columbia Equity Financial Corp. (privately held financial advisor) The Compliance Committee is composed of Messrs. Arch (Chair), Motley, Troccoli and Vaughn, and Mss. Brown, Hostetler, Krentzman and Ressel (Vice Chair). The Investments Committee is composed of Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair). 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 | Joel W. Motley has been a member of the Board of Trustees of the Invesco Funds since 2019. The members of the Compliance Committee are Messrs. Fields, Motley and Vandivort, and Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. The Investments Committee members include Mr. Motley. |
| 2022-06-22 | Joel W. Motley - 1952 Trustee Director of Office of Finance, Federal Home Loan Bank System; Managing Director of Carmona Motley Inc.; Member of the Council on Foreign Relations and its Finance and Budget Committee; Chairman Emeritus of Board of Human Rights Watch; Member of Investment Committee and Board of Historic Hudson Valley; Member of Board of Pulitzer Center for Crisis Reporting Formerly: Managing Director of Public Capital Advisors, LLC; Managing Director of Carmona Motley Hoffman, Inc.; Director of Columbia Equity Financial Corp. Number of Funds Overseen: 190 Other Trusteeships: Member of Board of Trust for Mutual Understanding; Member of Board of Greenwall Foundation; Member of Board of Friends of the LRC Compensation: $406,489 |
| 2023-06-20 | Joel W. Motley - 1952 Trustee Director of Office of Finance, Federal Home Loan Bank System; Managing Director of Carmona Motley Inc. (privately held financial advisor); Member of the Council on Foreign Relations and its Finance and Budget Committee; Chairman Emeritus of Board of Human Rights Watch and Member of its Investment Committee; Member of Investment Committee and Board of Historic Hudson Valley (non-profit cultural organization); Member of Board of Trust for Mutual Understanding (non-profit promoting the arts and environment); Member of Board of Greenwall Foundation (bioethics research foundation) and its Investment Committee; Member of Board of Friends of the LRC (non-profit legal advocacy); and Board Member and Investment Committee Member of Pulitzer Center for Crisis Reporting (non-profit journalism) The Board believes that Mr. Motley's experience in financial services and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Director of Office of Finance, Federal Home Loan Bank System; Managing Director of Carmona Motley Inc. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Managing Director of Carmona Motley Inc. (privately held financial advisor); Member of the Council on Foreign Relations and its Finance and Budget Committee. |
| 2021-06-22 | Mr. Motley has experience in financial services and as a director of investment companies. |
| 2022-06-22 | Mr. Motley has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, since January 2002. |
| 2023-06-20 | Joel W. Motley has been a member of the Board of Trustees of the Invesco Funds since 2019. Since 2016, Mr. Motley has served as an independent director of the Office of Finance of the Federal Home Loan Bank System. He has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, since January 2002. Mr. Motley also serves as a member of the Council on Foreign Relations and its Finance and Budget Committee. He is a member of the Investment Committee and is Chairman Emeritus of the Board of Human Rights Watch and a member of the Investment Committee and the Board of Historic Hudson Valley, a non-profit cultural organization. Since 2011, he has served as a Board Member and Investment Committee Member of the Pulitzer Center for Crisis Reporting, a non-profit journalism organization. Mr. Motley also serves as Director and member of the Board and Investment Committee of The Greenwall Foundation, a bioethics research foundation, and as a Director of Friends of the LRC, a South Africa legal services foundation. Previously, Mr. Motley served as Managing Director of Public Capital Advisors, LLC, a privately held financial advisory firm, from 2006 to 2017. He also served as Managing Director of Carmona Motley Hoffman Inc. a privately-held financial advisor, and served as a Director of Columbia Equity Financial Corp. (privately held financial advisor), from 2002 to 2007. The Board believes that Mr. Motley's experience in financial services and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Joel W. Motley - 1952 Trustee Director of Office of Finance, Federal Home Loan Bank System; Member of the Vestry of Trinity Wall Street; Managing Director of Carmona Motley Inc. (privately held financial advisor); Member of the Council on Foreign Relations and its Finance and Budget Committee; Chairman Emeritus of Board of Human Rights Watch and Member of its Investment Committee; and Member of Investment Committee and Board of Historic Hudson Valley (non-profit cultural organization) Formerly: Managing Director of Public Capital Advisors, LLC (privately held financial advisor); Managing Director of Carmona Motley Hoffman, Inc. (privately held financial advisor); Trustee of certain Oppenheimer Funds; and Director of Columbia Equity Financial Corp. (privately held financial advisor) Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Member of Board of Greenwall Foundation (bioethics research foundation) and its Investment Committee; Member of Board of Friends of the LRC (non-profit legal advocacy); Board Member and Investment Committee Member of Pulitzer Center for Crisis Reporting (non-profit journalism) |
| 2021-06-22 | Joel W. Motley, Trustee, Independent Trustee, born 1952, Director of Office of Finance, Federal Home Loan Bank System, Managing Director of Carmona Motley Inc., member of Council on Foreign Relations. |
| 2022-06-22 | Joel W. Motley - 1952 Trustee Director of Office of Finance, Federal Home Loan Bank System; Managing Director of Carmona Motley Inc. (privately held financial advisor); Member of the Council on Foreign Relations and its Finance and Budget Committee; Chairman Emeritus of Board of Human Rights Watch and Member of its Investment Committee; Member of Investment Committee and Board of Historic Hudson Valley (non-profit cultural organization); and Member of Board of Blue Ocean Acquisition Corp. Formerly: Managing Director of Public Capital Advisors, LLC (privately held financial advisor); Managing Director of Carmona Motley Hoffman, Inc. (privately held financial advisor); and Director of Columbia Equity Financial Corp. (privately held financial advisor) Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Compensation: $406,489 |
| 2023-06-20 | Joel W. Motley - 1952 Trustee Director of Office of Finance, Federal Home Loan Bank System; Managing Director of Carmona Motley Inc. (privately held financial advisor); Member of the Council on Foreign Relations and its Finance and Budget Committee; Chairman Emeritus of Board of Human Rights Watch and Member of its Investment Committee; Member of Investment Committee and Board of Historic Hudson Valley (non-profit legal advocacy); and Board Member and Investment Committee Member of Pulitzer Center for Crisis Reporting (non-profit journalism) The Board believes that Mr. Motley's experience in financial services and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Joel W. Motley - 1952 Trustee Director of Office of Finance, Federal Home Loan Bank System; Member of the Vestry of Trinity Wall Street; Managing Director of Carmona Motley Inc. (privately held financial advisor); Member of the Council on Foreign Relations and its Finance and Budget Committee; Chairman Emeritus of Board of Human Rights Watch and Member of its Investment Committee; and Member of Investment Committee and Board of Historic Hudson Valley (non-profit cultural organization) Formerly: Managing Director of Public Capital Advisors, LLC (privately held financial advisor); Managing Director of Carmona Motley Hoffman, Inc. (privately held financial advisor); Trustee of certain Oppenheimer Funds; and Director of Columbia Equity Financial Corp. (privately held financial advisor) 202 Member of Board of Greenwall Foundation (bioethics research foundation) and its Investment Committee; Member of Board of Friends of the LRC (non-profit legal advocacy); Board Member and Investment Committee Member of Pulitzer Center for Crisis Reporting (non-profit journalism) Compensation: $188,066 |
| 2021-06-22 | Joel W. Motley has been a member of the Board of Trustees of the Invesco Funds since 2019. Mr. Motley has served as Managing Director of Carmona Motley, Inc. The Compliance Committee members include Messrs. Fields, Motley and Vandivort, and Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. 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 | Joel W. Motley - 1952 Trustee Director of Office of Finance, Federal Home Loan Bank System; Managing Director of Carmona Motley Inc. (privately held financial advisor); Member of the Council on Foreign Relations and its Finance and Budget Committee; Chairman Emeritus of Board of Human Rights Watch and Member of its Investment Committee; Member of Investment Committee and Board of Historic Hudson Valley (non-profit cultural organization); and Member of Board of Blue Ocean Acquisition Corp. Formerly: Managing Director of Public Capital Advisors, LLC (privately held financial advisor); Managing Director of Carmona Motley Hoffman, Inc. (privately held financial advisor); Trustee of certain Oppenheimer Funds; Director of Columbia Equity Financial Corp. (privately held financial advisor); and Member of the Vestry of Trinity Church Wall Street Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Member of Board of Trust for Mutual Understanding (non-profit promoting the arts and environment); Member of Board of Greenwall Foundation (bioethics research foundation) and its Investment Committee; Member of Board of Friends of the LRC (non-profit legal advocacy); Board Member and Investment Committee member of Pulitzer Center for Crisis Reporting (non-profit journalism) Compensation: $406,489 |
| 2023-06-20 | Joel W. Motley - 1952 Trustee Director of Office of Finance, Federal Home Loan Bank System; Managing Director of Carmona Motley Inc. (privately held financial advisor); Member of the Council on Foreign Relations and its Finance and Budget Committee; Chairman Emeritus of Board of Human Rights Watch and Member of the Investment Committee and Board of Historic Hudson Valley (non-profit legal advocacy); and Board Member and Investment Committee Member of Pulitzer Center for Crisis Reporting (non-profit journalism) The Board believes that Mr. Motley's experience in financial services and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Joel W. Motley has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, and as an independent director of the Office of Finance of the Federal Home Loan Bank System. |
| 2021-06-22 | Mr. Motley has served as Managing Director of Carmona Motley Inc. and on boards of various non-profit organizations. |
| 2022-06-22 | Joel W. Motley has been a member of the Board of Trustees of the Invesco Funds since 2019. Since 2016, Mr. Motley has served as an independent director of the Office of Finance of the Federal Home Loan Bank System. He has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, since January 2002. Previously, Mr. Motley served as Managing Director of Public Capital Advisors, LLC, a privately held financial advisory firm, from 2006 to 2017. He also served as a Director of Columbia Equity Financial Corp., a privately-held financial advisor, from 2002 to 2007. |
| 2023-06-20 | Joel W. Motley has been a member of the Board of Trustees of the Invesco Funds since 2019. He has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, since January 2002. Mr. Motley also serves as a member of the Council on Foreign Relations and its Finance and Budget Committee. He is a member of the Investment Committee and is Chairman Emeritus of the Board of Human Rights Watch and a member of the Investment Committee and the Board of Historic Hudson Valley, a non-profit cultural organization. |
| 2024-07-02 | Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Joel W. Motley - 1952 Trustee Director of Office of Finance, Federal Home Loan Bank System; Member of the Vestry of Trinity Wall Street; Managing Director of Carmona Motley Inc. (privately held financial advisor); Member of the Council on Foreign Relations and its Finance and Budget Committee; Chairman Emeritus of Board of Human Rights Watch and Member of its Investment Committee; and Member of Investment Committee and Board of Historic Hudson Valley (non-profit cultural organization) Formerly: Managing Director of Public Capital Advisors, LLC (privately held financial advisor); Managing Director of Carmona Motley Hoffman, Inc. (privately held financial advisor); Trustee of certain Oppenheimer Funds; and Director of Columbia Equity Financial Corp. (privately held financial advisor) Number of Funds in Invesco Fund Complex Overseen by Trustee: 202 Member of Board of Greenwall Foundation (bioethics research foundation) and its Investment Committee; Member of Board of Friends of the LRC (non-profit legal advocacy); Board Member and Investment Committee Member of Pulitzer Center for Crisis Reporting (non-profit journalism) |
| 2021-06-22 | Joel W. Motley, Trustee, Independent Trustee, born 1952, Director of Office of Finance, Federal Home Loan Bank System. Trustee since 2019. Member of Compliance Committee and Investments Committee. Compensation: $391,978. |
| 2022-06-22 | Joel W. Motley - 1952 Trustee Director of Office of Finance, Federal Home Loan Bank System; Managing Director of Carmona Motley Inc. (privately held financial advisor); Member of the Council on Foreign Relations and its Finance and Budget Committee; Chairman Emeritus of Board of Human Rights Watch and Member of its Investment Committee; Member of Investment Committee and Board of Historic Hudson Valley (non-profit cultural organization); and Member of Board of Blue Ocean Acquisition Corp. Formerly: Managing Director of Public Capital Advisors, LLC (privately held financial advisor); Managing Director of Carmona Motley Hoffman, Inc. (privately held financial advisor); Trustee of certain Oppenheimer Funds; Director of Columbia Equity Financial Corp. (privately held financial advisor); and Member of the Vestry of Trinity Church Wall Street Number of Funds in Invesco Fund Complex Overseen by Trustee: 190 Other Trusteeships/Directorships Held by Trustee During Past 5 Years: Member of Board of Trust for Mutual Understanding (non-profit promoting the arts and environment); Member of Board of Greenwall Foundation (bioethics research foundation) and its Investment Committee; Member of Board of Friends of the LRC (non-profit legal advocacy) Compensation: $406,489 |
| 2023-06-20 | Joel W. Motley - 1952 Trustee Director of Office of Finance, Federal Home Loan Bank System; Managing Director of Carmona Motley Inc. (privately held financial advisor); Member of the Council on Foreign Relations and its Finance and Budget Committee; Chairman Emeritus of Board of Human Rights Watch and Member of its Investment Committee; Member of Investment Committee and Board of Historic Hudson Valley (non-profit legal advocacy); and Board Member and Investment Committee Member of Pulitzer Center for Crisis Reporting (non-profit journalism) The Board believes that Mr. Motley's experience in financial services and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Joel W. Motley has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, and as an independent director of the Office of Finance of the Federal Home Loan Bank System. |
| 2021-06-22 | Mr. Motley has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm. |
| 2022-06-22 | Mr. Motley has served as Managing Director of Carmona Motley Inc., a financial advisory firm, and held various board memberships in financial and non-profit organizations. |
| 2023-06-20 | Joel W. Motley has been a member of the Board of Trustees of the Invesco Funds since 2019. Since 2016, Mr. Motley has served as an independent director of the Office of Finance of the Federal Home Loan Bank System. He has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, since January 2002. Mr. Motley also serves as a member of the Council on Foreign Relations and its Finance and Budget Committee. He is a member of the Investment Committee and is Chairman Emeritus of the Board of Human Rights Watch and a member of the Investment Committee and the Board of Historic Hudson Valley, a non-profit cultural organization. Since 2011, he has served as a Board Member and Investment Committee Member of the Pulitzer Center for Crisis Reporting, a non-profit journalism organization. Mr. Motley also serves as Director and member of the Board and Investment Committee of The Greenwall Foundation, a bioethics research foundation, and as a Director of Friends of the LRC, a South Africa legal services foundation. Previously, Mr. Motley served as Managing Director of Public Capital Advisors, LLC, a privately held financial advisory firm, from 2006 to 2017. He also served as Managing Director of Carmona Motley Hoffman Inc. a privately-held financial advisor, and served as a Director of Columbia Equity Financial Corp. (privately held financial advisor), from 2002 to 2007. |
| 2024-07-02 | The Board believes that Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Joel W. Motley has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, and as an independent director of the Office of Finance of the Federal Home Loan Bank System. |
| 2021-06-22 | Mr. Motley has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm. |
| 2022-06-22 | Mr. Motley has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, and on various boards and committees related to finance and non-profits. |
| 2023-06-20 | Joel W. Motley has been a member of the Board of Trustees of the Invesco Funds since 2019. Since 2016, Mr. Motley has served as an independent director of the Office of Finance of the Federal Home Loan Bank System. He has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, since January 2002. Mr. Motley also serves as a member of the Council on Foreign Relations and its Finance and Budget Committee. He is a member of the Investment Committee and is Chairman Emeritus of the Board of Human Rights Watch and a member of the Investment Committee and the Board of Historic Hudson Valley, a non-profit cultural organization. Since 2011, he has served as a Board Member and Investment Committee Member of the Pulitzer Center for Crisis Reporting, a non-profit journalism organization. Mr. Motley also serves as Director and member of the Board and Investment Committee of The Greenwall Foundation, a bioethics research foundation, and as a Director of Friends of the LRC, a South Africa legal services foundation. Previously, Mr. Motley served as Managing Director of Public Capital Advisors, LLC, a privately held financial advisory firm, from 2006 to 2017. He also served as Managing Director of Carmona Motley Hoffman Inc. a privately-held financial advisor, and served as a Director of Columbia Equity Financial Corp., a privately-held financial advisor, from 2002 to 2007. |
| 2024-07-02 | The Board believes that Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Joel W. Motley has served as Managing Director of Carmona Motley Inc., a privately held financial advisory firm, and on boards of various non-profit organizations. |
| 2021-06-22 | Mr. Motley has experience in financial services and as a director of other investment companies. |
| 2022-06-22 | Mr. Motley has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, and on various non-profit boards. |
| 2023-06-20 | Joel W. Motley has been a member of the Board of Trustees of the Invesco Funds since 2019. From 2002 to 2019, Mr. Motley served on the boards of certain investment companies in the Oppenheimer Funds complex. In May 2022, Mr. Motley rejoined the Vestry and the Investment Committee of Trinity Church Wall Street. Since 2021, Mr. Motley has served as a Board member of the Trust for Mutual Understanding, which makes grants to arts and environmental organizations in Eastern Europe. Since 2021, Mr. Motley has served as a member of the board of Blue Ocean Acquisition Corp. Since 2016, Mr. Motley has served as an independent director of the Office of Finance of the Federal Home Loan Bank System. He has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, since January 2002. Mr. Motley also serves as a member of the Council on Foreign Relations and its Finance and Budget Committee. He is a member of the Investment Committee and is Chairman Emeritus of the Board of Human Rights Watch and a member of the Investment Committee and the Board of Historic Hudson Valley, a non-profit cultural organization. Since 2011, he has served as a Board Member and Investment Committee Member of the Pulitzer Center for Crisis Reporting, a non-profit journalism organization. Mr. Motley also serves as Director and member of the Board and Investment Committee of The Greenwall Foundation, a bioethics research foundation, and as a Director of Friends of the LRC, a South Africa legal services foundation. Previously, Mr. Motley served as Managing Director of Public Capital Advisors, LLC, a privately held financial advisory firm, from 2006 to 2017. He also served as Managing Director of Carmona Motley Hoffman Inc. a privately-held financial advisor, and served as a Director of Columbia Equity Financial Corp. (privately held financial advisor), from 2002 to 2007. The Board believes that Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Managing Director of Carmona Motley Inc. (privately held financial advisor); Member of the Council on Foreign Relations and its Finance and Budget Committee. |
| 2021-06-22 | The Board believes that Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
| 2023-06-20 | Joel W. Motley has been a member of the Board of Trustees of the Invesco Funds since 2019. ... Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-06-18 | Joel W. Motley has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, and on boards of various non-profit organizations. |
| 2021-06-22 | Mr. Motley has experience in financial services and as a director of other investment companies. |
| 2022-06-22 | Joel W. Motley has been a member of the Board of Trustees of the Invesco Funds since 2019. Since 2016, Mr. Motley has served as an independent director of the Office of Finance of the Federal Home Loan Bank System. He has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, since January 2002. The Board believes that Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
| 2023-06-20 | Joel W. Motley has been a member of the Board of Trustees of the Invesco Funds since 2019. From 2002 to 2019, Mr. Motley served on the boards of certain investment companies in the Oppenheimer Funds complex. In May 2022, Mr. Motley rejoined the Vestry and the Investment Committee of Trinity Church Wall Street. Since 2021, Mr. Motley has served as a Board member of the Trust for Mutual Understanding, which makes grants to arts and environmental organizations in Eastern Europe. Since 2021, Mr. Motley has served as a member of the board of Blue Ocean Acquisition Corp. Since 2016, Mr. Motley has served as an independent director of the Office of Finance of the Federal Home Loan Bank System. He has served as Managing Director of Carmona Motley, Inc., a privately-held financial advisory firm, since January 2002. Mr. Motley also serves as a member of the Council on Foreign Relations and its Finance and Budget Committee. He is a member of the Investment Committee and is Chairman Emeritus of the Board of Human Rights Watch and a member of the Investment Committee and the Board of Historic Hudson Valley, a non-profit cultural organization. Since 2011, he has served as a Board Member and Investment Committee Member of the Pulitzer Center for Crisis Reporting, a non-profit journalism organization. Mr. Motley also serves as Director and member of the Board and Investment Committee of The Greenwall Foundation, a bioethics research foundation, and as a Director of Friends of the LRC, a South Africa legal services foundation. Previously, Mr. Motley served as Managing Director of Public Capital Advisors, LLC, a privately held financial advisory firm, from 2006 to 2017. He also served as Managing Director of Carmona Motley Hoffman Inc. a privately-held financial advisor, and served as a Director of Columbia Equity Financial Corp. (privately held financial advisor), from 2002 to 2007. The Board believes that Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
| 2024-07-02 | Mr. Motley’s experience in financial services and as a director of other investment companies benefits the Funds. |
Data sourced from SEC filings. Last updated: 2025-12-06