INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST
Ownership & governance
Executives 5Directors 10Avg age 65Avg tenure 8.4y
SM
Sheri S. Morris
Chief Executive Officer
Age 62Since 2016-03-28Profile →
+14
Executives5
Board of directors10
EJ
Eli Jones→
Director/Board Member
Age 64Since 2015-12-31
PM
Prema Mathai-Davis→
Director/Board Member
Age 75Since 2013-12-31
RT
Robert Troccoli→
Director/Board Member
Age 77Since 2015-12-31
CH
Cynthia Hostetler→
Director/Board Member
Age 63Since 2016-12-31
TR
Teresa Ressel→
Director/Board Member
Age 64Since 2016-12-31
AS
Ann Stern→
Director/Board Member
Age 69Since 2016-12-31
AL
Anthony LaCava→
Director/Board Member
Age 70Since 2019-02-28
BB
Beth Brown→
Chairman
Age 58Since 2022-07-31
Shareholders5
| Name | Stake | Shares |
|---|---|---|
| Morgan Stanley Smith Barney LLC | 5.736 % | 2,756,791 |
| Morgan Stanley Smith Barney LLC (Investment Management) | 5.459 % | 2,623,570 |
| Advisors Asset Management, Inc. | 2.565 % | 1,232,902 |
| Guggenheim Funds Distributors LLC | 2.434 % | 1,170,090 |
| Wells Fargo Advisors Financial Network LLC | 1.134 % | 545,236 |
Catalog · 2026-07-09
Registry officers15
| Name | Role | Since | Shares |
|---|---|---|---|
| Adrien Deberghes | Director of Finance/CFO | — | - |
| Beth Brown | Chairman | 2022-07-31 | - |
| Sheri S. Morris | Chief Executive Officer | 2016-03-28 | - |
| Ann Stern | Director/Board Member | 2016-12-31 | - |
| Anthony LaCava | Director/Board Member | 2019-02-28 | - |
| Cynthia Hostetler | Director/Board Member | 2016-12-31 | - |
| Eli Jones | Director/Board Member | 2015-12-31 | - |
| Elizabeth Krentzman | Director/Board Member | 2019-09-16 | - |
Registry · as of 2026-07-09
Institutional (13F)
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Fund membership
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