Corporate Board Profile
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Filing Date | Source Excerpt |
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2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council. From 1980 through 1989, Partner of Coopers & Lybrand. |
2014-07-18 | Chief Executive Officer of Woolsey Partners LLC; Chief Communications Officer of the National Academy of Sciences and Engineering; Chair of the Board of Trustees of the Institute for Defense Analyses. |
Filing Date | Source Excerpt |
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2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council ... Trustee/Director of funds in the Open-End Fund Complex. ... Each of the New Nominees for Trustee was not a trustee of any of the Funds during such Fund's most recently completed fiscal year ended in 2002 and thus received no compensation from the Funds. |
2005-05-20 | Suzanne H. Woolsey, Ph.D.(1) Trustee Trustee Previously Chief Communications 80 (63) since 2003 Officer of the National Academy of Sciences/ National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Director of the Institute for Defense Analyses, a federally funded research and development center, Director of the German Marshall Fund of the United States, Director of the Rocky Mountain Institute and Trustee of Colorado College. Prior to 1993, Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council. From 1980 through 1989, Partner of Coopers & Lybrand. |
2008-05-08 | Suzanne H. Woolsey, Ph.D.(1) Trustee + Chief Communications Officer of the 74 National Academy of Sciences/National ... The brokerage and services committee consists of Mesdames Heagy and Woolsey and Mr. Sonnenschein. ... Suzanne H. Woolsey...... (1) 62,697 105,000 208,601 |
2009-05-05 | Suzanne H. Woolsey, Ph.D. (67) 815 Cumberstone Road Harwood, MD 20776 Trustee Chief Communications Officer of the National Academy of Sciences/National Research Council. Trustee/Director/Managing General Partner of funds in the Fund Complex. Trustee of Changing World Technologies, Inc. Compensation Table shows total compensation including fund expenses, retirement benefits and estimated annual benefits totaling $400,165. Brokerage and services committee membership is mentioned. |
2011-05-16 | Suzanne H. Woolsey, Ph.D. (69) 815 Cumberstone Road Harwood, MD 20776 Trustee Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council from 1989 to 1993. Prior to 1980, experience includes Partner of Coopers & Lybrand (from 1980 to 1989), Associate Director of the US Office of Management and Budget (from 1977 to 1980) and Program Director of the Urban Institute (from 1975 to 1977). Trustee/Managing General Partner of funds in the Fund Complex. Independent Director and audit committee chairperson of Changing World Technologies, Inc., an energy manufacturing company, since July 2008. Independent Director and member of audit and governance committees of Fluor Corp., a global engineering, construction and management company, since January 2004. Director of Intelligent Medical Devices, Inc., a private company which develops symptom-based diagnostic tools for viral respiratory infections. Advisory Board member of ExactCost LLC, a private company providing activity-based costing for hospitals, laboratories, clinics, and physicians, since 2008. Chairperson of the Board of Trustees of the Institute for Defense Analyses, a federally funded research and development center, since 2000. Trustee from 1992 to 2000 and 2002 to present, current chairperson of the finance committee, current member of the audit committee, strategic growth committee and executive committee, and former Chairperson of the Board of Trustees (from 1997 to 1999), of the German Marshall Fund of the United States, a public foundation. Lead Independent Trustee of the Rocky Mountain Institute, a non-profit energy and environmental institute; Trustee since 2004. Chairperson of the Board of Trustees of the Colorado College; Trustee since 1995. Trustee of California Institute of Technology. Previously, Independent Director and member of audit committee and governance committee of Neurogen Corporation from 1998 to 2006; and Independent Director of Arbros Communications from 2000 to 2002. |
2013-06-20 | Suzanne H. Woolsey, Ph.D. (1941) Trustee Chief Executive Officer of Woolsey Partners LLC. Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council, an independent, federally chartered policy institution, from 2001 to November 2003 and Chief Operating Officer from 1993 to 2001. Executive Director of the Commission on Behavioral and Social Sciences and Education at the National Academy of Sciences/National Research Council from 1989 to 1993. Prior to 1980, experience includes Partner of Coopers & Lybrand (from 1980 to 1989), Associate Director of the US Office of Management and Budget (from 1977 to 1980) and Program Director of the Urban Institute (from 1975 to 1977). Trustee/Managing General Partner of funds in the Fund Complex. Independent Director and audit committee chairperson of Changing World Technologies, Inc., an energy manufacturing company, since July 2008. Independent Director and member of audit and governance committees of Fluor Corp., a global engineering, construction and management company, since January 2004. Director of Intelligent Medical Devices, Inc., a private company which develops symptom-based diagnostic tools for viral respiratory infections. Advisory Board member of ExactCost LLC, a private company providing activity-based costing for hospitals, laboratories, clinics, and physicians, since 2008. Chairperson of the Board of Trustees of the Institute for Defense Analyses, a federally funded research and development center, since 2000. Trustee from 1992 to 2000 and 2002 to present, current chairperson of the finance committee, current member of the audit committee, strategic growth committee and executive committee, and former Chairperson of the Board of Trustees (from 1997 to 1999), of the German Marshall Fund of the United States, a public foundation. Lead Independent Trustee of the Rocky Mountain Institute, a non-profit energy and environmental institute; Trustee since 2004. Chairperson of the Board of Trustees of the Colorado College; Trustee since 1995. Trustee of California Institute of Technology. Previously, Independent Director and member of audit committee and governance committee of Neurogen Corporation from 1998 to 2006; and Independent Director of Arbros Communications from 2000 to 2002. Compensation: $66,145 from the Funds, $86,000 from the Fund Complex. |
2014-07-18 | Suzanne H. Woolsey, Ph.D. (1941) - Current Trustee and Nominee - CEO of Woolsey Partners LLC; Chief Communications Officer of the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council - Trustee/Director/Managing General Partner of funds in the Fund Complex; Chair of the Board of Trustees of the Institute for Defense Analyses; Trustee of Colorado College; Trustee of California Institute of Technology - Compensation: $86,000 - Number of Funds Overseen: 140 |
2015-07-09 | Suzanne H. Woolsey, Ph.D. - 1941 Trustee Chief Executive Officer of Woolsey Partners LLC |
2016-07-20 | Suzanne H. Woolsey - 1941 Trustee Retired; Member of the Audit Committee, Governance Committee and Investments Committee. |
Filing Date | Source Excerpt |
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2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council. From 1980 through 1989, Partner of Coopers & Lybrand. |
2012-07-03 | Ms. Woolsey has been a member of the Board of one or more funds in the Invesco fund complex since 2003... The Board believes that Ms. Woolsey's experience as a director of numerous organizations, her service as a Trustee of funds in the Invesco fund complex and her experience as a director of other investment companies benefits the Acquiring Fund. |
2014-07-18 | Suzanne H. Woolsey, Ph.D. (1941) - CEO of Woolsey Partners LLC; Chief Communications Officer of the National Academy of Sciences and Engineering; Chair of the Board of Trustees of the Institute for Defense Analyses. |
Filing Date | Source Excerpt |
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2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council ... Trustee/Director of funds in the Open-End Fund Complex. ... Each of the New Nominees for Trustee was not a trustee of any of the Funds during such Fund's most recently completed fiscal year ended in 2002 and thus received no compensation from the Funds. |
2005-10-05 | Suzanne H. Woolsey, Ph.D.(1) (63) Trustee + Previously Chief Communications Officer of the National Academy of Sciences ... Trustee/Director/Managing General Partner of funds in the Fund Complex. ... The brokerage and services committee consists of Linda Hutton Heagy, Hugo F. Sonnenschein and Suzanne H. Woolsey. |
2011-05-16 | Suzanne H. Woolsey (69) ... Trustee ... Chief Communications Officer of the National Academy of Sciences ... Trustee/Managing General Partner of funds in the Fund Complex ... brokerage and services committee ... 143,999 |
2014-07-18 | Suzanne H. Woolsey, Ph.D. (1941) - Current Trustee and Nominee - Chief Executive Officer of Woolsey Partners LLC - Member of the Houston Board; Chair of the Houston Governance Committee - Aggregate Compensation from the Funds: $69,806 |
2015-07-09 | Suzanne H. Woolsey, Ph.D. - 1941 Trustee Chief Executive Officer of Woolsey Partners LLC Committees: Audit Committee, Governance Committee, Investments Committee. Compensation received by the Trustees of the Funds as of fiscal year ended February 28, 2015 is shown on Annex B. |
2016-07-20 | Suzanne H. Woolsey - 1941 Trustee Retired. Formerly: Chief Executive Officer of Woolsey Partners LLC; Director, SunShare LLC; Trustee, Ocean Conservancy; Emeritus Chair of the Board of Trustees of the Institute for Defense Analyses and of Colorado College; Trustee, Chair, Business and Finance Committee of California Institute of Technology; Prior to 2014, Director of Fluor Corp.; Prior to 2010, Trustee of the German Marshall Fund of the United States; Prior to 2010, Trustee of the Rocky Mountain Institute. |
Filing Date | Source Excerpt |
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2015-07-09 | Suzanne H. Woolsey, Ph.D. - 1941 Trustee Chief Executive Officer of Woolsey Partners LLC She was formerly the chief operating officer and chief communications officer at the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council from 1993 to 2003. Ms. Woolsey served as trustee to the former Van Kampen investment companies from 2003 to 2010. She continued to serve as trustee or managing general partner to certain Invesco closed-end funds, Invesco Senior Loan Fund, and Invesco Exchange Fund following the acquisition of the Van Kampen family of funds in 2010. Ms. Woolsey also served as an independent director to the Fluor Corporation, a multi-billion dollar global engineering, construction, and management company from 2004 to 2014. Additionally, she served as independent director to the Neurogen Corporation, which is a publicly traded small molecule drug design company, from 1998 to 2006. The Board believes that Ms. Woolseys experience as an independent director of numerous organizations benefits the Funds. The members of the Audit Committee are Messrs. David C. Arch, James T. Bunch, Bruce L. Crockett, Rodney Dammeyer (Vice-Chair), Raymond Stickel, Jr. (Chair), Dr. Larry Soll and Ms. Suzanne Woolsey. The Governance Committee members include Messrs. Arch, Crockett, Albert R. Dowden (Chair), Jack M. Fields (Vice-Chair), Hugo F. Sonnenschein, Dr. Prema Mathai-Davis and Ms. Woolsey. The Investments Committee members include Messrs. Arch, Bunch (Chair), Crockett, Dammeyer (Vice-Chair), Dowden, Fields (Vice-Chair), Martin L. Flanagan, Sonnenschein (Vice-Chair), Stickel, Philip A. Taylor, Ms. Woolsey and Drs. Mathai-Davis and Soll. |
2016-07-20 | Suzanne H. Woolsey - 1941 Trustee Retired; Former CEO of Woolsey Partners LLC; Trustee, Ocean Conservancy; Chair of the Business and Finance Committee of California Institute of Technology. |
Filing Date | Source Excerpt |
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2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council. Trustee/Director of funds in the Open-End Fund Complex. From 1980 through 1989, Partner of Coopers & Lybrand. |
2014-07-18 | Suzanne H. Woolsey, Ph.D. (1941) - CEO of Woolsey Partners LLC; Chief Communications Officer of National Academy of Sciences and Engineering; Chair of Board of Trustees of Institute for Defense Analyses. |
2016-07-20 | Ms. Woolsey served as chief executive officer of Woolsey Partners LLC. She was also the chief operating officer and chief communications officer at the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council from 1993 to 2003. Since 2016, Ms. Woolsey has served as director of SunShare LLC and Trustee of Ocean Conservancy. |
Filing Date | Source Excerpt |
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2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council... From 1980 through 1989, Partner of Coopers & Lybrand. |
2012-07-03 | Suzanne H. Woolsey. Ms. Woolsey has been a member of the Board of one or more funds in the Invesco fund complex since 2003. The Board believes that Ms. Woolsey’s experience as a director of numerous organizations, her service as a Trustee of the funds in the Invesco fund complex and her experience as a director of other investment companies benefits the Funds. |
2014-07-18 | Chief Executive Officer of Woolsey Partners LLC; Chief Communications Officer of the National Academy of Sciences and Engineering; Chair of the Board of Trustees of the Institute for Defense Analyses. |
Filing Date | Source Excerpt |
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2003-05-27 | Suzanne H. Woolsey(1) Chief Communications Officer of the National Academy of Sciences/National Research Council. From 1980 through 1989, Partner of Coopers & Lybrand. |
2014-07-18 | Chief Executive Officer of Woolsey Partners LLC; Chief Communications Officer of the National Academy of Sciences and Engineering; Trustee of various organizations. |
2015-07-09 | Suzanne H. Woolsey - CEO of Woolsey Partners LLC; former COO and communications officer at National Academy of Sciences; no mention of software or programming skills. |
2016-07-20 | Ms. Woolsey was the chief executive officer of Woolsey Partners LLC and served as chief operating officer and chief communications officer at the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council. |
Filing Date | Source Excerpt |
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2003-05-27 | Suzanne H. Woolsey(1) (61) Chief Communications Officer of the National Academy of Sciences/National Research Council. From 1980 through 1989, Partner of Coopers & Lybrand. |
Filing Date | Source Excerpt |
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2003-05-27 | Suzanne H. Woolsey(1) Chief Communications Officer of the National Academy of Sciences/National Research Council, an independent, federally chartered policy institution, since 2001, and previously Chief Operating Officer from 1993 to 2001. |
2014-07-18 | Chief Executive Officer of Woolsey Partners LLC; Chief Communications Officer of the National Academy of Sciences and Engineering; Chair of the Board of Trustees of the Institute for Defense Analyses. |
2016-07-20 | Ms. Woolsey served as chief executive officer of Woolsey Partners LLC and as independent director of various organizations including Fluor Corporation and Neurogen Corporation. |
Filing Date | Source Excerpt |
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2016-07-20 | Suzanne H. Woolsey has been a member of the Board of Trustees of the Invesco Funds since 2014. Ms. Woolsey served as Director or Trustee of investment companies in the Van Kampen Funds complex from 2003 to 2010. Formerly, Ms. Woolsey was the chief executive officer of Woolsey Partners LLC. She was also the chief operating officer and chief communications officer at the National Academy of Sciences and Engineering and Institute of Medicine/National Research Council from 1993 to 2003. Since 2016, Ms. Woolsey has served as director of SunShare LLC and Trustee of Ocean Conservancy. She continued to serve as trustee or managing general partner to certain Invesco closed-end funds, Invesco Senior Loan Fund, and Invesco Exchange Fund following the acquisition of the Van Kampen family of funds in 2010. Ms. Woolsey also served as an independent director to the Fluor Corporation, a multi-billion dollar global engineering, construction, and management company from 2004 to 2014. Additionally, she served as independent director to the Neurogen Corporation, which is a publicly traded small molecule drug design company, from 1998 to 2006. The Board believes that Ms. Woolsey’s experience as an independent director of numerous organizations and her service as a Trustee of certain Invesco closed-end funds, Invesco Exchange Fund, and Invesco Senior Loan Fund benefits the Funds. |
Data sourced from SEC filings. Last updated: 2025-10-12