David Lukkes
Investment Committee Member at Invesco Advisers, Inc.
Profile
Mr. David B.
Lukkes, CFA MBA, is a Senior Portfolio Manager at Invesco Advisers, Inc. He is part of Invesco’s Global Private Credit group and a member of the Investment Committee.
He is responsible for portfolio management, with a focus on retail funds and collateralized loan obligations (CLOs).
Mr. Lukkes joined Invesco when the firm combined with OppenheimerFunds in 2019.
Mr. Lukkes was previously employed as an Analyst by OppenheimerFunds, Inc., a Portfolio Manager by OppenheimerFunds, Inc., and a Principal by Colorado Public.
Prior to
his current role, he was a vice president and portfolio manager on the senior corporate loan team at OppenheimerFunds.
He worked at OppenheimerFunds earlier in his career, where he held various positions including junior analyst on the international fixed income team and later rejoined the firm as a senior analyst on the senior corporate loan team.
Prior to rejoining OppenheimerFunds, he was a portfolio manager for the Colorado Public Employees Retirement Association (PERA), responsible for co-managing the corporate bond portfolio, and a credit associate with CoBank.
He entered the financial services industry in 1994.
Mr. Lukkes earned a BS degree in finance and accounting from Colorado State University and an MBA from the University of Arizona.
He is a Chartered Financial Analyst (CFA) charter holder.
David Lukkes active positions
| Companies | Position | Start |
|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Committee Member | 2019-05-23 |
Former positions of David Lukkes
| Companies | Position | End |
|---|---|---|
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Portfolio Manager-Fixed Income | 2019-05-23 |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Analyst-Fixed Income | 2019-05-23 |
Colorado Public Employees' Retirement Association
 Colorado Public Employees' Retirement Association Investment ManagersFinance The Colorado Public Employees' Retirement Association (Colorado PERA) is the State-owned pension fund manager headquartered in Denver, Colorado. The firm was founded by state law in 1931. Colorado PERA provides retirement and other benefits to current and former teachers, State Troopers, snowplow drivers, corrections officers, and other public employees who provide valuable services to all of Colorado. It is a substitute for Social Security for most of these public employees. | Corporate Officer/Principal | - |
Training of David Lukkes
| University of Arizona | Masters Business Admin |
| Colorado State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Colorado Public Employees' Retirement Association
Colorado Public Employees' Retirement Association Investment ManagersFinance The Colorado Public Employees' Retirement Association (Colorado PERA) is the State-owned pension fund manager headquartered in Denver, Colorado. The firm was founded by state law in 1931. Colorado PERA provides retirement and other benefits to current and former teachers, State Troopers, snowplow drivers, corrections officers, and other public employees who provide valuable services to all of Colorado. It is a substitute for Social Security for most of these public employees. | Finance |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
- Stock Market
- Insiders
- David Lukkes
