David Lukkes
Managing Director, Senior Portfolio Manager / Co-Head of Credit Research
CFA®
David Lukkes 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 portfolio management, with a focus on retail funds and collateralized loan obligations (CLOs). Mr. Lukkes also serves on the investment committees for broadly syndicated loans and European upper middle market lending.
Mr. Lukkes joined Invesco when the firm combined with OppenheimerFunds in 2019. Prior to his current role, he was a vice president and portfolio manager on the senior corporate loan team at OppenheimerFunds. Mr. Lukkes 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. He was also a credit associate with CoBank. Mr. Lukkes 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) charterholder.
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