David Lukkes
CFA Managing Director, Senior Portfolio Manager / Co-Head of Credit Research
CFA®
David is Managing Director, Senior Portfolio Manager, and Co-Head of Credit Research for Invesco’s Global Private Credit team. In this role, he is responsible for credit research and portfolio management, with a focus on retail funds and CLOs. David also serves on the Investment Committees for broadly syndicated loans and European upper middle market lending.
David joined Invesco Private Credit in 2008. Prior to his current role, David was a vice president and portfolio manager on the senior corporate loan team at OppenheimerFunds. David 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. David entered the financial services industry in 1994.
David earned a BS degree in finance and accounting from Colorado State University and an MBA from the University of Arizona. He is a CFA® charterholder.
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