Profile

Identity, professional record and current appointments.

Overview

Professional record at a glance

A concise summary of information supported by the cited public sources. Missing information is treated as unknown, not as a negative finding.

Current roles
22 current organizations shown on this profile
Board positions
22 supported by public sources, 0 supplied by the profile owner
Committee roles
3Roles supported by the sources cited on this profile
Qualifications
Not establishedNo qualification is currently confirmed by the cited sources

Professional narrative

About

William Glavin served as Chair and CEO of OppenheimerFunds from 2009 to 2015 and as Vice Chairman of MM Asset Management Holding LLC until his retirement in 2017. He has over 20 years of experience in the asset management industry, including senior roles at MassMutual, Babson Capital Management, and Scudder Investments. He currently serves on the Board of LPL Financial Holdings Inc.

Sources are shown with the information they support.

Current roles

Appointments & responsibilities

Board appointments

Director

Invesco (NYSE: IVZ)

Jan 1, 2019 – Present

Independence: Independent

Source effective: 2026-04-02 · Observed: 2026-05-03T01:17:01.713+00:00

confirmedView source

Governance

Board appointments, committee responsibilities and disclosed relationships.

Committee appointments across companies

Structured records are unavailable. This does not establish that no records exist.

Board and advisory record

Board service

Sources are shown with each role, education record, or credential.

Director

Invesco

2019-01-01 · current

Confirmed by public sourceView source

Director

LPL Financial Holdings Inc.

2017-01-01 · current

Confirmed by public sourceView source

Connections

Explore the roles, education and affiliations published in this record.

Invesco

Open Invesco profile →

Director at Invesco

2019-01-01 → End not stated

current · source reported

Observed: 2026-09-24

InvescoInvescoLPL Financial Hold…LPL Financial Holdings Inc.William F. Glavin,…

Dashed lines mark past roles. Select a connection to see its dates and sources.

Relationship map

Connected through the public record

Direct relationships from verified facts and published résumé records. Private connections are excluded.

Direct public links only

Only published affiliations are shown here. Private relationships require authorized access.

Experience

Career history, education, credentials and public contributions.

Published record

Featured coverage

Selected publications and public sources used to establish this profile. Inclusion records provenance; it is not an endorsement.

Source 1 · Sec FilingIVZ DEF 14A director slateSupports AI and ML experience, Board role, Committee assignments, Cybersecurity experience, Technology background.Open sourceSource 2 · Sec ProxyPublic profile sourceSupports Director at LPL Financial Holdings Inc. (NASDAQ: LPLA).Open sourceSource 3 · Sec FilingInvesco Ltd. director board sourceSupports Board membership, Committee assignments, Director since, Board independence.Open source

Basis

Identifiers, sources, dates and record limitations.

Identifiers

Alpha ID
alpha:person:william-f-glavin-jr
Record version
public-0

Published evidence records

6 evidence records, matching Agent View. Records may refer to different locations or observations in the same document. This count is not a count of independent corroborating sources.

  1. IVZ DEF 14A director slate

    sec filing · Source published: Apr 2, 2026 · Retrieved: May 15, 2026

    Supports 5 claims
    • AI and ML experience: AI and ML experience: not identified in the cited filing · Claim reviewed: May 15, 2026
    • Board role: Board role: Director · Claim reviewed: May 15, 2026
    • Committee assignments: Committee assignments: Audit, Compensation, Nominating/Governance · Claim reviewed: May 15, 2026
    • Cybersecurity experience: Cybersecurity experience: not identified in the cited filing · Claim reviewed: May 15, 2026
    • Technology background: Technology background: not identified in the cited filing · Claim reviewed: May 15, 2026

  2. Open source

    sec proxy · Source published: Apr 2, 2026 · Retrieved: May 3, 2026

    Supports 1 claim
    • Professional Role: Director at Invesco · Claim reviewed: May 15, 2026

  3. Open source

    sec proxy · Source published: Apr 2, 2026 · Retrieved: Jul 12, 2026

    Supports 1 claim
    • Professional Role: Director at LPL Financial Holdings Inc. · Claim reviewed: May 15, 2026

  4. Invesco Ltd. director board source

    sec filing · Source published: Mar 28, 2025 · Retrieved: May 3, 2026

    Supports 4 claims
    • Board independence: Independent director · Claim reviewed: May 3, 2026
    • Board membership: Serves on the board of Invesco Ltd. · Claim reviewed: May 3, 2026
    • Board membership: Serves on the board of LPL Financial Holdings Inc. · Claim reviewed: May 3, 2026
    • Committee assignments: No committee assignment disclosed in the cited filing · Claim reviewed: May 3, 2026

  5. Open source

    public source · Source published: Date unavailable · Retrieved: Date unavailable

    Supports 1 claim
    • Board membership: Serves on the board of Invesco Ltd. · Claim reviewed: May 3, 2026

  6. Open source

    public source · Source published: Date unavailable · Retrieved: Date unavailable

    Supports 1 claim
    • Board membership: Serves on the board of LPL Financial Holdings Inc. · Claim reviewed: May 3, 2026

Sources

Sources and published information

Each item links to the public source used to support it. When sources disagree, the item is clearly marked for review.

AI and ML experience · Source reportedAI and ML experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Board independence · Source reportedIndependent director1 source
Verification
Source reported
Confidence
95%
Last reviewed
May 3, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Board membership · CorroboratedServes on the board of Invesco Ltd.Supported by 3 public records2 sources
Verification
Corroborated
Confidence
95%
Last reviewed
May 3, 2026
Board membership · CorroboratedServes on the board of LPL Financial Holdings Inc.Supported by 2 public records2 sources
Verification
Corroborated
Confidence
95%
Last reviewed
May 3, 2026
Board role · Source reportedBoard role: Director1 source
Verification
Source reported
Confidence
92%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Committee assignments · Source reportedNo committee assignment disclosed in the cited filing1 source
Verification
Source reported
Confidence
95%
Last reviewed
May 3, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Committee assignments · Source reportedCommittee assignments: Audit, Compensation, Nominating/Governance1 source
Verification
Source reported
Confidence
88%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Cybersecurity experience · Source reportedCybersecurity experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Technology background · Source reportedTechnology background: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

View all sources6 records
  1. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

    Supports: AI and ML experience · Board role · Committee assignments · Cybersecurity experience · Technology background

  2. https://www.sec.gov/Archives/edgar/data/914208/000119312526140019/d931607ddef14a.htm

    Sec Proxy · Tier not stated · Reviewed May 3, 2026

    Supports: Director at Invesco (NYSE: IVZ)

  3. https://www.sec.gov/Archives/edgar/data/1397911/000119312526140066/d49466ddef14a.htm

    Sec Proxy · Tier not stated · Reviewed Jul 12, 2026

    Supports: Director at LPL Financial Holdings Inc. (NASDAQ: LPLA)

  4. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

    Supports: Board membership · Committee assignments · Director since · Board independence

  5. https://www.sec.gov/Archives/edgar/data/914208/000119312526140019/d931607ddef14a.htm

    Public Source · Tier not stated · Reviewed Not stated

    Supports: Board membership

  6. https://www.sec.gov/Archives/edgar/data/1397911/000119312526140066/d49466ddef14a.htm

    Public Source · Tier not stated · Reviewed Not stated

    Supports: Board membership