People: Invesco Pennsylvania Value Municipal Income Trust (VPV)

VPV on New York Consolidated

13.22USD
31 Oct 2014
Price Change (% chg)

$-0.03 (-0.23%)
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$13.25
Open
$13.31
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$13.20
Volume
33,583
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45,892
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$14.23
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$11.46

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Summary

Name Age Since Current Position

Colin Meadows

43

Sheri Morris

50 2010 Principal Financial Officer, Vice President, Treasurer

John Zerr

52 2010 Senior Vice President, Chief Legal Officer, Secretary

Valinda Arnett-Patton

55 2011 Chief Compliance Officer

Karen Kelley

54 2010 Vice President

Crissie Wisdom

45 2013 Anti-Money Laundering Compliance Officer

David Arch

69 1989 Independent Trustee

Jerry Choate

76

Linda Heagy

66

R. Craig Kennedy

62

Hugo Sonnenschein

73 1994 Independent Trustee

Wayne Whalen

75 1989 Trustee

Suzanne Woolsey

73 2003 Independent Trustee

Biographies

Name Description

Colin Meadows

Mr. Colin D. Meadows is President, Principal Executive Officer, Trustee of Invesco Pennsylvania Value Municipal Income Trust. Mr. Colin D. Meadows, currently Trustees of the Funds, will resign from the Boards effective as of the Meeting and will not serve on the Consolidated Board in order to facilitate the Board Consolidation. He is Chief Administrative Officer of Invesco Advisers, Inc. since 2006. Senior Managing Director and Chief Administrative Officer of Invesco Ltd. since 2006. Prior to 2006, Senior Vice President of business development and mergers and acquisitions at GE Consumer Finance. Prior to 2005, Senior Vice President of strategic planning and technology at Wells Fargo Bank. From 1996 to 2003, associate principal with McKinsey & Company, focusing on the financial services and venture capital industries, with emphasis in the banking and asset management sectors.

Sheri Morris

Ms. Sheri Morris is Principal Financial Officer, Vice President, Treasurer of Invesco Pennsylvania Value Municipal Income Trust. She has also been the Vice President, Treasurer and Principal Financial Officer, The Invesco Funds; Vice President, Invesco Advisers, Inc. (formerly known as Invesco Institutional (N.A.), Inc.) (registered investment adviser); and Vice President, PowerShares Exchange-Traded Fund .

John Zerr

Mr. John M. Zerr is Senior Vice President, Chief Legal Officer, Secretary of Invesco Pennsylvania Value Municipal Income Trust. He is Director, Senior Vice President, Secretary and General Counsel, Invesco Management Group, Inc. (formerly known as Invesco Aim Management Group, Inc.) and Van Kampen Exchange Corp., Senior Vice President, Invesco Advisers, Inc. (formerly known as Invesco Institutional (N.A.), Inc.) (registered investment adviser); Senior Vice President and Secretary, Invesco Distributors, Inc. (formerly known as Invesco Aim Distributors, Inc.); Director, Vice President and Secretary, Invesco Investment Services, Inc. (formerly known as Invesco Aim Investment Services, Inc.) and IVZ Distributors, Inc. (formerly known as INVESCO Distributors, Inc.); Director and Vice President, INVESCO Funds Group, Inc.; Senior Vice President, Chief Legal Officer and Secretary, The Invesco Funds; Manager, Invesco PowerShares Capital Management LLC; Director, Secretary and General Counsel, Invesco Investment Advisers LLC (formerly known as Van Kampen Asset Management); Secretary and General Counsel, Invesco Capital Markets, Inc. (formerly known as Van Kampen Funds Inc.); and Chief Legal Officer, PowerShares Exchange-Traded Fund Trust, PowerShares Exchange-Traded Fund Trust II, PowerShares India Exchange-Traded Fund Trust and PowerShares Actively Managed Exchange-Traded Fund Trust.

Valinda Arnett-Patton

Ms. Valinda Arnett-Patton serves as the Chief Compliance Officer of Invesco Pennsylvania Value Municipal Income Trust. She is also the Chief Compliance Officer, Invesco Funds (Chicago) Formerly: Compliance Director, Invesco Fixed Income, Invesco; Deputy Compliance Officer, AIG Sun America Asset Management Corp. .

Karen Kelley

Ms. Karen Dunn Kelley is Vice President of Invesco Pennsylvania Value Municipal Income Trust. She is Senior Managing Director, Investments; Director, Co-President, Co-Chief Executive Officer, and Co-Chairman, Invesco Advisers, Inc. (formerly known as Invesco Institutional (N.A.), Inc.) (registered investment adviser); Executive Vice President, Invesco Distributors, Inc. (formerly known as Invesco Aim Distributors, Inc.); Senior Vice President, Invesco Management Group, Inc. (formerly known as Invesco Aim Management Group, Inc.); Director, Invesco Mortgage Capital Inc. and Invesco Management Company Limited; Chairman, Invesco Senior Secured Management, Inc.; Director and President, INVESCO Asset Management (Bermuda) Ltd.; Vice President, The Invesco Funds (other than AIM Treasurer’s Series Trust (Invesco Treasurer’s Series Trust) and Short-Term Investments Trust); and President and Principal Executive Officer, The Invesco Funds (AIM Treasurer’s Series Trust (Invesco Treasurer’s Series Trust) and Short-Term Investments Trust only).

Crissie Wisdom

Ms. Crissie Wisdom serves as Anti-Money Laundering Compliance Officer of Invesco Pennsylvania Value Municipal Income Trust. She serves as Anti-Money Laundering Compliance Officer, Invesco Advisers, Inc. (formerly known as Invesco Institutional (N.A.), Inc.) (registered investment adviser), Invesco Capital Markets, Inc. (fka Van Kampen Funds, Inc.), Invesco Distributors, Inc., Invesco Investment Services, Inc., Invesco Management Group, Inc., Van Kampen Exchange Corp., The Invesco Funds, Invesco Funds (Chicago), and PowerShares Exchange-Traded Fund Trust, PowerShares Exchange-Traded Fund Trust II, PowerShares India Exchange-Traded Fund Trust, and PowerShares Actively Managed Exchange-Traded Fund Trust; Fraud Prevention Manager and Controls and Risk Analysis Manager, Invesco Investment Services, Inc.

David Arch

Mr. David C. Arch is Independent Trustee of Invesco Pennsylvania Value Municipal Income Trust. He is Retired. He has been the Chairman and Chief Executive Officer of Blistex Inc., a consumer health care products manufacturer. He is the Trustee/Managing General Partner of funds in the Fund Complex. Member of the Heartland Alliance Advisory Board, a nonprofit organization serving human needs based in Chicago. Board member of the Illinois Manufacturers’ Association. Member of the Board of Visitors, Institute for the Humanities, University of Michigan. he is Chairman of Blistex Inc., a consumer health care products manufacturer .

Jerry Choate

Mr. Jerry D. Choate is Independent Trustee of Invesco Pennsylvania Value Municipal Income Trust. From 1995 to 1999, Mr. Jerry D. Choate, currently a Trustee of the Funds, will retire from the Board, Chairman and Chief Executive Officer of the Allstate Corporation (“Allstate”) and Allstate Insurance Company. From 1994 to 1995, President and Chief Executive Officer of Allstate. Prior to 1994, various management positions at Allstate. He is the Trustee/Managing General Partner of funds in the Fund Complex. Director since 1998 and member of the governance and nominating committee, executive committee, compensation and management development committee and equity award committee, of Amgen Inc., a biotechnological company. Director since 1999 and member of the nominating and governance committee and compensation and executive committee, of Valero Energy Corporation, a crude oil refining and marketing company. Previously, from 2006 to 2007, Director and member of the compensation committee and audit committee, of H&R Block, a tax preparation services company.

Linda Heagy

Ms. Linda Hutton Heagy is Independent Trustee of Invesco Pennsylvania Value Municipal Income Trust. She is Trustees of the Funds, will resign from the Boards effective as of the Meeting and will not serve on the Consolidated Board in order to facilitate the Board Consolidation. She is Retired. Prior to June 2008, Managing Partner of Heidrick & Struggles, the second global executive search firm, and from 2001-2004, Regional Managing Director of U.S. operations at Heidrick & Struggles. Prior to 1997, Managing Partner of Ray & Berndtson, Inc., an executive recruiting firm. Prior to 1995, Executive Vice President of ABN AMRO, N.A., a bank holding company, with oversight for treasury management operations including all non-credit product pricing. Prior to 1990, experience includes Executive Vice President of The Exchange National Bank with oversight of treasury management including capital markets operations, Vice President of Northern Trust Company and a trainee at Price Waterhouse. She has also been the Trustee/Managing General Partner of funds in the Fund Complex. Prior to 2010, Trustee on the University of Chicago Medical Center Board, Vice Chair of the Board of the YMCA of Metropolitan Chicago and a member of the Women’s Board of the University of Chicago.

R. Craig Kennedy

Mr. R. Craig Kennedy is Independent Trustee of Invesco Pennsylvania Value Municipal Income Trust. He is Trustees of the Funds, will resign from the Boards effective as of the Meeting and will not serve on the Consolidated Board in order to facilitate the Board Consolidation. He is Director and President of the German Marshall Fund of the United States, an independent U.S. foundation created to deepen understanding, promote collaboration and stimulate exchanges of practical experience between Americans and Europeans. Formerly, advisor to the Dennis Trading Group Inc., a managed futures and option company that invests money for individuals and institutions. Prior to 1992, President and Chief Executive Officer, Director and member of the Investment Committee of the Joyce Foundation, a private foundation. He has also been the Trustee/Managing General Partner of funds in the Fund Complex. Director of First Solar, Inc. Advisory Board, True North Ventures.

Hugo Sonnenschein

Mr. Hugo F. Sonnenschein is Independent Trustee of Invesco Pennsylvania Value Municipal Income Trust. He is a Distinguished Service Professor and President Emeritus of the University of Chicago and the Adam Smith Distinguished Service Professor in the Department of Economics at the University of Chicago. Prior to July 2000, President of the University of Chicago. He has been the Trustee/Managing General Partner of funds in the Fund Complex. Trustee of the University of Rochester and a member of its investment committee. Member of the National Academy of Sciences, the American Philosophical Society and a fellow of the American Academy of Arts and Sciences.

Wayne Whalen

Mr. Wayne W. Whalen is Trustee of Invesco Pennsylvania Value Municipal Income Trust. He is Of Counsel, and prior to 2010, partner in the law firm of Skadden, Arps, Slate, Meagher & Flom LLP, legal counsel to certain funds in the Fund Complex. He has also been the Trustee/Managing General Partner of funds in the Fund Complex. Director of the Mutual Fund Directors Forum, a nonprofit membership organization for investment company directors. Chairman and Director of the Abraham Lincoln Presidential Library Foundation and Director of the Stevenson Center for Democracy.

Suzanne Woolsey

Dr. Suzanne H. Woolsey, Ph.D., is Independent Trustee of Invesco Pennsylvania Value Municipal Income Trust. She is the 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). She has been Trustee/Managing General Partner of funds in the Fund Complex. Independent Director and audit committee chairperson of Changing World Technologies, Inc., since July 2008. Independent Director and member of audit and governance committees of Fluor Corp. since January 2004. Director of Intelligent Medical Devices, Inc. Advisory Board member of ExactCost LLC, 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.
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