LOREN M. STARR

Corporate Board Profile

Tech Score: 0/100

AFFILIATED MANAGERS GROUP, INC.

Filing Date	Source Excerpt
2024-04-12	Loren M. Starr has been a director of the Company since September 2023. Mr. Starr retired from Invesco Ltd. in March 2021, having served as Chief Financial Officer of the company for 15 years, from 2005 to 2020, after which he held an executive advisory role as Invesco’s Vice Chair until his retirement. Prior to joining Invesco in 2005, Mr. Starr served as the Chief Financial Officer of Janus Capital Group Inc. from 2001 to 2005, and held senior corporate finance roles with Putnam Investments, Lehman Brothers Inc., and Morgan Stanley & Co. LLC. Currently, he is an independent consultant, and is a member of the Nuveen/TIAA-CREF Fund Complex Boards of Trustees. Mr. Starr received a B.A. and B.S. from Columbia University, an M.B.A. from Columbia Business School, and an M.S. from Carnegie Mellon University. We believe that Mr. Starr’s qualifications to serve on our Board of Directors include his substantial experience as a senior executive and principal financial officer in the asset management industry, particularly his experience in corporate strategy, mergers and acquisitions, and capital management.

Filing Date

Source Excerpt

2024-04-12

Loren M. Starr has been a director of the Company since September 2023. Mr. Starr retired from Invesco Ltd. in March 2021, having served as Chief Financial Officer of the company for 15 years, from 2005 to 2020, after which he held an executive advisory role as Invesco’s Vice Chair until his retirement. Prior to joining Invesco in 2005, Mr. Starr served as the Chief Financial Officer of Janus Capital Group Inc. from 2001 to 2005, and held senior corporate finance roles with Putnam Investments, Lehman Brothers Inc., and Morgan Stanley & Co. LLC. Currently, he is an independent consultant, and is a member of the Nuveen/TIAA-CREF Fund Complex Boards of Trustees. Mr. Starr received a B.A. and B.S. from Columbia University, an M.B.A. from Columbia Business School, and an M.S. from Carnegie Mellon University. We believe that Mr. Starr’s qualifications to serve on our Board of Directors include his substantial experience as a senior executive and principal financial officer in the asset management industry, particularly his experience in corporate strategy, mergers and acquisitions, and capital management.

Invesco Bond Fund

Filing Date	Source Excerpt
2010-02-26	Loren M. Starr Director, Chief Executive Officer, President and Chief Financial Officer, Invesco Group Services, Inc. and IVZ, Inc.; Director, Invesco Advisers, Inc. and Invesco Holding Company Limited; Director, Chief Financial Officer and President, Invesco North American Holdings, Inc. and Invesco Investments (Bermuda) Ltd.; Senior Managing Director and Chief Financial Officer, Invesco Ltd.

Invesco High Income Trust II

Filing Date	Source Excerpt
2010-02-26	Loren M. Starr Director, Chief Executive Officer, President and Chief Financial Officer, Invesco Group Services, Inc. and IVZ, Inc.; Director, Invesco Advisers, Inc. and Invesco Holding Company Limited; Director, Chief Financial Officer and President, Invesco North American Holdings, Inc. and Invesco Investments (Bermuda) Ltd.; Senior Managing Director and Chief Financial Officer, Invesco Ltd. and Director and Chairman, Association for Financial Professionals.

Filing Date

Source Excerpt

2010-02-26

Loren M. Starr Director, Chief Executive Officer, President and Chief Financial Officer, Invesco Group Services, Inc. and IVZ, Inc.; Director, Invesco Advisers, Inc. and Invesco Holding Company Limited; Director, Chief Financial Officer and President, Invesco North American Holdings, Inc. and Invesco Investments (Bermuda) Ltd.; Senior Managing Director and Chief Financial Officer, Invesco Ltd. and Director and Chairman, Association for Financial Professionals.

Invesco Municipal Opportunity Trust

Filing Date	Source Excerpt
2010-02-26	Loren M. Starr Director, Chief Executive Officer, President and Chief Financial Officer, Invesco Group Services, Inc. and IVZ, Inc.; Director, Invesco Advisers, Inc. and Invesco Holding Company Limited; Director, Chief Financial Officer and President, Invesco North American Holdings, Inc. and Invesco Investments (Bermuda) Ltd.; Senior Managing Director and Chief Financial Officer, Invesco Ltd. and Director and Chairman, Association for Financial Professionals.

Filing Date

Source Excerpt

2010-02-26

Invesco Trust for Investment Grade Municipals

Filing Date	Source Excerpt
2010-02-26	Loren M. Starr Director, Chief Executive Officer, President and Chief Financial Officer, Invesco Group Services, Inc. and IVZ, Inc.; Director, Invesco Advisers, Inc. and Invesco Holding Company Limited; Director, Chief Financial Officer and President, Invesco North American Holdings, Inc. and Invesco Investments (Bermuda) Ltd.; Senior Managing Director and Chief Financial Officer, Invesco Ltd. and Director and Chairman, Association for Financial Professionals.

Filing Date

Source Excerpt

2010-02-26

Invesco Trust for Investment Grade New York Municipals

Filing Date	Source Excerpt
2010-02-26	Loren M. Starr Director, Chief Executive Officer, President and Chief Financial Officer, Invesco Group Services, Inc. and IVZ, Inc.; Director, Invesco Advisers, Inc. and Invesco Holding Company Limited; Director, Chief Financial Officer and President, Invesco North American Holdings, Inc. and Invesco Investments (Bermuda) Ltd.; Senior Managing Director and Chief Financial Officer, Invesco Ltd.

Nuveen AMT-Free Municipal Credit Income Fund

Filing Date	Source Excerpt
2024-06-27	Mr. Starr was Vice Chair, Senior Managing Director and Chief Financial Officer for Invesco Ltd. and is a Director and member of the Audit Committee for AMG.

Nuveen AMT-Free Quality Municipal Income Fund

Filing Date	Source Excerpt
2024-06-27	Mr. Starr was Vice Chair, Senior Managing Director, and Chief Financial Officer for Invesco Ltd. He is also a Director and member of the Audit Committee for AMG.

NUVEEN ARIZONA QUALITY MUNICIPAL INCOME FUND

Filing Date	Source Excerpt
2024-10-17	Loren M. Starr, 1961, Board Member, Term: Class III Board Member until 2024 annual shareholder meeting and nominee for Class III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022. Committees: Audit Committee, Nominating and Governance Committee, Investment Committee. Total Compensation: $425,000.

NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND

Filing Date	Source Excerpt
2024-10-17	Mr. Starr was Vice Chair, Senior Managing Director and Chief Financial Officer for Invesco Ltd. and is a Director and member of the Audit Committee for AMG.

NUVEEN CALIFORNIA MUNICIPAL VALUE FUND

Filing Date	Source Excerpt
2024-10-17	Loren M. Starr, born 1961, Board Member since 2022. Committees: Audit Committee, Nominating and Governance Committee, Investment Committee. Total Compensation: $425,000.

Nuveen California Quality Municipal Income Fund

Filing Date	Source Excerpt
2024-10-17	Loren M. Starr, 1961, Board Member, Term: Class III Board Member until 2024 annual shareholder meeting and nominee for Class III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022; Independent Consultant; Audit Committee member; Nominating and Governance Committee member; Investment Committee member; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

Filing Date

Source Excerpt

2024-10-17

Loren M. Starr, 1961, Board Member, Term: Class III Board Member until 2024 annual shareholder meeting and nominee for Class III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022; Independent Consultant; Audit Committee member; Nominating and Governance Committee member; Investment Committee member; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO

Filing Date	Source Excerpt
2024-06-27	Loren M. Starr, Board Member, Term: Class II or III Board Member until 2024 annual shareholder meeting and nominee for Class II or III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022, Committees: Audit Committee, Nominating and Governance Committee, Investment Committee, Total Compensation: $425,000.

Nuveen Credit Strategies Income Fund

Filing Date	Source Excerpt
2024-02-27	Independent Consultant/Advisor (since 2021); formerly, Vice Chair, Senior Managing Director (2020–2021), Chief Financial Officer, Senior Managing Director (2005–2020), Invesco Ltd.
2025-03-04	Vice Chair, Senior Managing Director (2020-2021), Chief Financial Officer, Senior Managing Director (2005-2020), Invesco Ltd (asset management).

NUVEEN FLOATING RATE INCOME FUND

Filing Date	Source Excerpt
2024-02-27	Independent Consultant/Advisor (since 2021); formerly, Vice Chair, Senior Managing Director (2020–2021), Chief Financial Officer, Senior Managing Director (2005–2020), Invesco Ltd.
2025-03-04	Vice Chair, Senior Managing Director (2020-2021), Chief Financial Officer, Senior Managing Director (2005-2020), Invesco Ltd (asset management).

NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND

Filing Date	Source Excerpt
2024-10-17	Loren M. Starr 1961 Board Member Term: Class III Board Member until 2024 annual shareholder meeting and nominee for Class III Board Member until 2027 annual shareholder meeting Length of Service: Since 2022 Independent Consultant/Advisor (since 2021). The Audit Committee includes Mr. Starr. The Nominating and Governance Committee includes Mr. Starr. The Investment Committee includes Mr. Starr. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

Filing Date

Source Excerpt

2024-10-17

Loren M. Starr 1961 Board Member Term: Class III Board Member until 2024 annual shareholder meeting and nominee for Class III Board Member until 2027 annual shareholder meeting Length of Service: Since 2022 Independent Consultant/Advisor (since 2021). The Audit Committee includes Mr. Starr. The Nominating and Governance Committee includes Mr. Starr. The Investment Committee includes Mr. Starr. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

NUVEEN MISSOURI QUALITY MUNICIPAL INCOME FUND

Filing Date	Source Excerpt
2024-02-27	Loren M. Starr, Board Member since 2022. He serves on the Audit Committee, Nominating and Governance Committee, and Investment Committee. Total Compensation from funds in the Fund Complex Paid to Board Members: $425,000.

Nuveen Multi-Market Income Fund

Filing Date	Source Excerpt
2024-02-27	Loren M. Starr 730 Third Avenue New York, NY 10017-3206 1961 Board Member for all Funds (except Multi-Market Income); Consultant to Board for Multi-Market Income Term: Class III Board Member until 2024 annual shareholder meeting and nominee for Class III Board Member until 2027 annual shareholder meeting. Length of Service: Since 2022 Independent Consultant/Advisor (since 2021).
2025-03-04	Loren M. Starr 333 West Wacker Drive Chicago, IL 60606 1961 Board Member for all Funds (except Multi-Market Income); Consultant to Board for Multi-Market Income Term: Class III Board Member until 2027 annual shareholder meeting and for Core Plus Impact, Multi-Asset Income, Multi-Market Income, Real Asset and Variable Rate Preferred & Income, nominee for Class III Board Member until 2027 annual shareholder meeting. Length of Service: Since 2022 Independent Consultant/Advisor (since 2021). Vice Chair, Senior Managing Director (2020-2021), Chief Financial Officer, Senior Managing Director (2005-2020), Invesco Ltd (asset management). Director (since 2023) and Chair of the Audit Committee Member (since 2024), AMG; formerly, Chair and Member of the Board of Directors (2014-2021), Georgia Leadership Institute for School Improvement (GLISI); formerly, Chair and Member of the Board of Trustees (2014-2018), Georgia Council on Economic Education (GCEE); Trustee, the College Retirement Equities Fund and Manager, TIAA Separate Account VA-1 (2022-2023).

Filing Date

Source Excerpt

2024-02-27

Loren M. Starr 730 Third Avenue New York, NY 10017-3206 1961 Board Member for all Funds (except Multi-Market Income); Consultant to Board for Multi-Market Income Term: Class III Board Member until 2024 annual shareholder meeting and nominee for Class III Board Member until 2027 annual shareholder meeting. Length of Service: Since 2022 Independent Consultant/Advisor (since 2021).

2025-03-04

Loren M. Starr 333 West Wacker Drive Chicago, IL 60606 1961 Board Member for all Funds (except Multi-Market Income); Consultant to Board for Multi-Market Income Term: Class III Board Member until 2027 annual shareholder meeting and for Core Plus Impact, Multi-Asset Income, Multi-Market Income, Real Asset and Variable Rate Preferred & Income, nominee for Class III Board Member until 2027 annual shareholder meeting. Length of Service: Since 2022 Independent Consultant/Advisor (since 2021). Vice Chair, Senior Managing Director (2020-2021), Chief Financial Officer, Senior Managing Director (2005-2020), Invesco Ltd (asset management). Director (since 2023) and Chair of the Audit Committee Member (since 2024), AMG; formerly, Chair and Member of the Board of Directors (2014-2021), Georgia Leadership Institute for School Improvement (GLISI); formerly, Chair and Member of the Board of Trustees (2014-2018), Georgia Council on Economic Education (GCEE); Trustee, the College Retirement Equities Fund and Manager, TIAA Separate Account VA-1 (2022-2023).

Nuveen Municipal Credit Income Fund

Filing Date	Source Excerpt
2024-06-27	Mr. Starr was Vice Chair, Senior Managing Director from 2020 to 2021, and Chief Financial Officer, Senior Managing Director from 2005 to 2020, for Invesco Ltd.

NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND

Filing Date	Source Excerpt
2024-06-27	Mr. Starr was Vice Chair, Senior Managing Director from 2020 to 2021, and Chief Financial Officer, Senior Managing Director from 2005 to 2020, for Invesco Ltd.

NUVEEN MUNICIPAL INCOME FUND INC

Filing Date	Source Excerpt
2024-06-27	Loren M. Starr, Board Member, Term: Class II or III Board Member until 2024 annual shareholder meeting and nominee for Class II or III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022, Formerly Vice Chair and CFO at Invesco Ltd.; Audit Committee member; Nominating and Governance Committee member; Investment Committee member; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

Filing Date

Source Excerpt

2024-06-27

Loren M. Starr, Board Member, Term: Class II or III Board Member until 2024 annual shareholder meeting and nominee for Class II or III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022, Formerly Vice Chair and CFO at Invesco Ltd.; Audit Committee member; Nominating and Governance Committee member; Investment Committee member; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

NUVEEN MUNICIPAL VALUE FUND INC

Filing Date	Source Excerpt
2024-06-27	Loren M. Starr, Board Member, Term: Class II or III Board Member until 2024 annual shareholder meeting and nominee for Class II or III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022, Formerly Vice Chair and CFO at Invesco Ltd.; Audit Committee member; Nominating and Governance Committee member; Investment Committee member; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

Filing Date

Source Excerpt

2024-06-27

NUVEEN NEW YORK MUNICIPAL VALUE FUND

Filing Date	Source Excerpt
2024-06-27	Loren M. Starr, Board Member, Term: Class II or III Board Member until 2024 annual shareholder meeting and nominee for Class II or III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022; Member of Audit Committee, Investment Committee, Nominating and Governance Committee; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND

Filing Date	Source Excerpt
2024-06-27	Loren M. Starr, Board Member, Term: Class II or III Board Member until 2024 annual shareholder meeting and nominee for Class II or III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022, Formerly Vice Chair and CFO at Invesco Ltd.; Director and Audit Committee member at AMG; Member of Investment Committee, Nominating and Governance Committee, Audit Committee; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

Filing Date

Source Excerpt

2024-06-27

Loren M. Starr, Board Member, Term: Class II or III Board Member until 2024 annual shareholder meeting and nominee for Class II or III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022, Formerly Vice Chair and CFO at Invesco Ltd.; Director and Audit Committee member at AMG; Member of Investment Committee, Nominating and Governance Committee, Audit Committee; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

NUVEEN NEW YORK SELECT TAX -FREE INCOME PORTFOLIO

Filing Date	Source Excerpt
2024-06-27	Loren M. Starr, Board Member, Term: Class II or III Board Member until 2024 annual shareholder meeting and nominee for Class II or III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022, Former CFO at Invesco Ltd.; Audit Committee member; Investment Committee member; Nominating and Governance Committee member; Closed-End Fund Committee member; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

Filing Date

Source Excerpt

2024-06-27

Loren M. Starr, Board Member, Term: Class II or III Board Member until 2024 annual shareholder meeting and nominee for Class II or III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022, Former CFO at Invesco Ltd.; Audit Committee member; Investment Committee member; Nominating and Governance Committee member; Closed-End Fund Committee member; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

Nuveen Preferred & Income Opportunities Fund

Filing Date	Source Excerpt
2024-02-27	Independent Consultant/Advisor (since 2021); formerly, Vice Chair, Senior Managing Director (2020–2021), Chief Financial Officer, Senior Managing Director (2005–2020), Invesco Ltd.
2025-03-04	Vice Chair, Senior Managing Director (2020-2021), Chief Financial Officer, Senior Managing Director (2005-2020), Invesco Ltd (asset management).

Nuveen Quality Municipal Income Fund

Filing Date	Source Excerpt
2024-06-27	Loren M. Starr 1961 Board Member Term: Class II or III Board Member until 2024 annual shareholder meeting and nominee for Class II or III Board Member until 2027 annual shareholder meeting Length of Service: Since 2022 Independent Consultant/Advisor. Director and Audit Committee member, AMG. Total Compensation from Nuveen Funds Paid to Board Members/Nominees $425,000.

NUVEEN REAL ESTATE INCOME FUND

Filing Date	Source Excerpt
2024-02-27	Independent Consultant/Advisor (since 2021); formerly, Vice Chair, Senior Managing Director (2020–2021), Chief Financial Officer, Senior Managing Director (2005–2020), Invesco Ltd.
2025-03-04	Vice Chair, Senior Managing Director (2020-2021), Chief Financial Officer, Senior Managing Director (2005-2020), Invesco Ltd (asset management).

NUVEEN SELECT MATURITIES MUNICIPAL FUND

Filing Date	Source Excerpt
2024-06-28	Loren M. Starr, Board Member, Term: Class II or III Board Member until 2024 annual shareholder meeting and nominee for Class II or III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022, Formerly Vice Chair and CFO at Invesco Ltd.; Audit Committee member; Nominating and Governance Committee member; Investment Committee member; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

Filing Date

Source Excerpt

2024-06-28

NUVEEN SELECT TAX FREE INCOME PORTFOLIO

Filing Date	Source Excerpt
2024-06-28	Loren M. Starr, Board Member, Term: Class II or III Board Member until 2024 annual shareholder meeting and nominee for Class II or III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022, Formerly CFO at Invesco Ltd.; Member of the Audit Committee, Nominating and Governance Committee, Investment Committee; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

Filing Date

Source Excerpt

2024-06-28

Loren M. Starr, Board Member, Term: Class II or III Board Member until 2024 annual shareholder meeting and nominee for Class II or III Board Member until 2027 annual shareholder meeting, Length of Service: Since 2022, Formerly CFO at Invesco Ltd.; Member of the Audit Committee, Nominating and Governance Committee, Investment Committee; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $425,000.

Nuveen S&P 500 BuyWrite Income Fund

Filing Date	Source Excerpt
2024-02-27	Independent Consultant/Advisor (since 2021); formerly, Vice Chair, Senior Managing Director (2020–2021), Chief Financial Officer, Senior Managing Director (2005–2020), Invesco Ltd.
2025-03-04	Vice Chair, Senior Managing Director (2020-2021), Chief Financial Officer, Senior Managing Director (2005-2020), Invesco Ltd (asset management).

Nuveen S&P 500 Dynamic Overwrite Fund

Filing Date	Source Excerpt
2024-02-27	Independent Consultant/Advisor (since 2021); formerly, Vice Chair, Senior Managing Director (2020–2021), Chief Financial Officer, Senior Managing Director (2005–2020), Invesco Ltd.
2025-03-04	Vice Chair, Senior Managing Director (2020-2021), Chief Financial Officer, Senior Managing Director (2005-2020), Invesco Ltd (asset management).

NUVEEN VIRGINIA QUALITY MUNICIPAL INCOME FUND

Filing Date	Source Excerpt
2024-02-27	Loren M. Starr 730 Third Avenue New York, NY 10017-3206 1961 Board Member for all Funds (except Multi-Market Income); Consultant to Board for Multi-Market Income Term: Class III Board Member until 2024 annual shareholder meeting and nominee for Class III Board Member until 2027 annual shareholder meeting. Length of Service: Since 2022 Independent Consultant/Advisor (since 2021).
2025-03-04	Loren M. Starr 333 West Wacker Drive Chicago, IL 60606 1961 Board Member for all Funds (except Multi-Market Income); Consultant to Board for Multi-Market Income Term: Class III Board Member until 2027 annual shareholder meeting and for Core Plus Impact, Multi-Asset Income, Multi-Market Income, Real Asset and Variable Rate Preferred & Income, nominee for Class III Board Member until 2027 annual shareholder meeting. Length of Service: Since 2022 Independent Consultant/Advisor (since 2021). Vice Chair, Senior Managing Director (2020-2021), Chief Financial Officer, Senior Managing Director (2005-2020), Invesco Ltd (asset management). Director (since 2023) and Chair of the Audit Committee Member (since 2024), AMG; formerly, Chair and Member of the Board of Directors (2014-2021), Georgia Leadership Institute for School Improvement (GLISI); formerly, Chair and Member of the Board of Trustees (2014-2018), Georgia Council on Economic Education (GCEE); Trustee, the College Retirement Equities Fund and Manager, TIAA Separate Account VA-1 (2022-2023). Total Compensation from funds in the Fund Complex Paid to Board Members 479,750

Filing Date

Source Excerpt

2024-02-27

2025-03-04

Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-03-22