George Aylward
Chief Executive Officer chez VIRTUS EQUITY & CONVERTIBLE INCOME FUND
Fortune : 65 M $ au 31/03/2024
Profil
George Robert Aylward currently works at Virtus Total Return Fund, Inc., as President, Chief Executive Officer & Director from 2019, Virtus Investment Advisers, Inc., as President & Chief Executive Officer from 2006, Virtus AllianzGI Dividend, Interest & Premium Strategy Fund, as President, Chief Executive Officer & Trustee, and various other companies.
Mr. Aylward also formerly worked at Virtus Total Return Fund, Inc., as President, Chief Executive Officer & Director from 2010 to 2019, Phoenix Investment Partners Ltd., as President & Chief Executive Officer from 2007 to 2009, Rampart Investment Management Co. LLC, as President & Chief Executive Officer from 2012 to 2020, and various other companies.
Mr. Aylward received his undergraduate degree in 1988 from the University of Connecticut and Masters Business Admin degree from the University of Massachusetts.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 31/03/2024 | 261 518 ( 3,69% ) | 65 M $ | 31/03/2024 |
Postes actifs de George Aylward
| Sociétés | Poste | Début |
|---|---|---|
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Chief Executive Officer | 01/01/2011 |
| VIRTUS INVESTMENT PARTNERS, INC. | Chief Executive Officer | 01/01/2008 |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Chief Executive Officer | 01/01/2006 |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Chief Executive Officer | 01/02/2021 |
| VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Chief Executive Officer | 01/01/2021 |
| VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Chief Executive Officer | 01/10/2021 |
| VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND | President | - |
| VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Director/Board Member | 01/01/2021 |
| VIRTUS CONVERTIBLE & INCOME FUND | Chief Executive Officer | 01/01/2021 |
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Anciens postes connus de George Aylward
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Formation de George Aylward
| University of Connecticut | Undergraduate Degree |
| University of Massachusetts | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| VIRTUS INVESTMENT PARTNERS, INC. | Finance |
| Entreprise privées | 46 |
|---|---|
| Merger Fund | Miscellaneous |
| Virtus Variable Insurance Trust | Miscellaneous |
Virtus Total Return Fund, Inc. /Old/
 Virtus Total Return Fund, Inc. /Old/ Investment Trusts/Mutual FundsMiscellaneous Virtus Total Return Fund, Inc. operates as closed-end investment trust. Its investment objective is capital appreciation, with income as a secondary objective. The company invests its assets primarily in equity securities, consistent with the preservation of capital and reduction of risk. Virtus Total Return Fund, Inc. was founded on June 18, 1986 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Total Return Fund, Inc.
 Virtus Total Return Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Virtus Total Return Fund, Inc. is a closed-end diversified investment fund, which invests in equity securities and fixed income. Its seeks to generate total return, consisting of capital appreciation and income. The company was founded on July 21, 1988 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Finance |
Phoenix Investment Partners Ltd.
 Phoenix Investment Partners Ltd. Investment ManagersFinance Phoenix Investment Partners Ltd. provides investment management services. The firm provides institutional investment management services to corporations, public and pension funds, endowments, foundations and insurance companies. The company was founded in 1969 and is headquartered in Hartford, CT. | Finance |
Rampart Investment Management Co. LLC
 Rampart Investment Management Co. LLC Investment ManagersFinance Rampart Investment Management Co. LLC (RIM) is a registered investment advisor headquartered in Hartford, Connecticut and was founded in 1983. The firm is a subsidiary of Virtus Partners, Inc. and their ultimate parent is Virtus Investment Partners, Inc. (NASDAQ: VRTS). RIM provides advisory services to individuals; high-net worth individuals; tax exempt institutions; pension and profit sharing plans (other than plan participants); corporations or other businesses; and mutual funds. | Finance |
Newfleet Asset Management LLC
 Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management LLC is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). The firm was founded in 1989 by Gail Seneca and they were formerly known as SCM Advisors LLC and as Seneca Capital Management LLC. Newfleet Asset Management provides investment management services to foundations, endowments, trusts, pension and profit-sharing plans, corporations, public funds, multi-employer plans, open-end investment companies, closed-end funds, Exchanged Traded Funds, UCITS, registered investment advisers, a CDO and a CLO which are considered private clients. | Finance |
Zweig Advisers LLC
 Zweig Advisers LLC Investment ManagersFinance Founded in 1989 by Dr. Martin Zweig, Zweig Advisers LLC is a registered investment advisor and mutual fund manager located in New York City. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They provide investment advisory services to closed-end registered investment companies. | Finance |
The Nassau Cos. of New York, Inc.
 The Nassau Cos. of New York, Inc. Life/Health InsuranceFinance The Nassau Cos. of New York, Inc. is a holding company, offers annuities and life insurance services. Its products include life insurance, annuities, product prospectuses and application and forms. The company was founded in 1851 and is headquartered in Hartford, CT. | Finance |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Commercial Services |
Phoenix Capital, Inc.
 Phoenix Capital, Inc. Financial ConglomeratesFinance Phoenix Capital, Inc. is a mortgage banking advisor, which provides mortgage servicing rights analytics, transactions, and advisory services. The company was founded by Brett Schaffer and Tim Horacek in 1996 and is headquartered in Denver, CO. | Finance |
| The Merger Fund VL | Miscellaneous |
Virtus AllianzGI Dividend, Interest & Premium Strategy Fund
 Virtus AllianzGI Dividend, Interest & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Dividend, Interest & Premium Strategy Fund is a closed-end investment fund. It seeks current income and gains, with a secondary objective of long-term capital appreciation. The company was founded on August 20, 2003 and is headquartered in Greenfield, MA. | Miscellaneous |
| Virtus Strategy Trust | Miscellaneous |
Virtus Stone Harbor Emerging Markets Income Fund
 Virtus Stone Harbor Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous Virtus Stone Harbor Emerging Markets Income Fund is a closed-end management investment company, which aims to maximize total return through income on its investments and capital appreciation. Its portfolio of securities includes fixed income and other emerging instruments. The company was founded on December 22, 2010 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Stone Harbor Emerging Markets Total Income Fund
 Virtus Stone Harbor Emerging Markets Total Income Fund Investment Trusts/Mutual FundsMiscellaneous Virtus Stone Harbor Emerging Markets Total Income Fund operates as a closed-end investment fund. Its investment objective is to maximize total return, which consists of income and capital appreciation from investments in emerging markets securities. The company was founded on October 25, 2012 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Event Opportunities Trust
 Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY. | Miscellaneous |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Alternative Investment Advisers, Inc.
 Virtus Alternative Investment Advisers, Inc. Investment ManagersFinance Virtus Alternative Investment Advisers, Inc. (VAIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm is a subsidiary of Virtus Partners, Inc., owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VAIA provides investment services and manages investment advisory accounts for certain open-end and closed-end registered investment companies (Funds) and UCITS. | Finance |
Virtus Diversified Income & Convertible Fund
 Virtus Diversified Income & Convertible Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Diversified Income & Convertible Fund is a closed end investment fund, which objective is to provide total return through a combination of current income and capital appreciation, while seeking to provide downside protection against capital loss. The company was founded on May 26, 2015 and is headquartered in New York, NY. | Miscellaneous |
| Pricewaterhouse LLP | Commercial Services |
Virtus Fixed Income Advisers LLC
 Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Finance |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
Euclid Advisors LLC
 Euclid Advisors LLC Investment ManagersFinance Founded in 1997, Euclid Advisors LLC is a registered investment advisor located in Hartford, Connecticut. As of December 31, 2008, the firm became an indirect wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). Euclid Advisors provides investment advisory services to registered investment companies. | Finance |
| Virtus Investment Trust | Miscellaneous |
Goodwin Capital Advisers, Inc.
 Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients. | Finance |
| The University of Connecticut Foundation, Inc. | Miscellaneous |
Silvant Capital Management LLC
 Silvant Capital Management LLC Investment ManagersFinance Silvant Capital Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a 100% owned subsidiary of Virtus Fund Advisers LLC, which was formerly known as RidgeWorth Capital Management LLC prior to the acquisition of RidgeWorth by Virtus Investment Partners, Inc. on June 1, 2017. Virtus Fund Advisers is an investment adviser registered with the SEC and is also a money management holding company. Virtus Fund Advisers is a wholly-owned subsidiary of Virtus Intermediate Holdings LLC, which is wholly owned by Virtus Partners, Inc., whose parent company is Virtus Investment Partners, Inc. Prior to 2008, Silvant was known as the Growth Equity division of Trusco Capital Management, Inc., which became RidgeWorth in 2008. | Finance |
Virtus Fund Advisers LLC
 Virtus Fund Advisers LLC Investment ManagersFinance Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients. | Finance |
Virtus Convertible & Income Fund
 Virtus Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous AllianzGI Convertible & Income Fund is diversified, closed-end fund, which seeks to provide total return through a combination of capital appreciation and current income. It invests in a portfolio of domestic convertible securities and non-convertible high yield bonds rated below investment grade. The company was founded on January 17, 2003 and is headquartered in New York, NY. | Miscellaneous |
Virtus Convertible & Income Fund II
 Virtus Convertible & Income Fund II Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Convertible & Income Fund II operates as a closed-end fund, which seeks to provide total return through a combination of capital appreciation and high current income. It invests in a diversified portfolio of domestic convertible securities and non-convertible high-yield bonds rated below investment grade. The company was founded on April 22, 2003 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Equity & Convertible Income Fund
 Virtus Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous AllianzGI Equity & Convertible Income Fund is a diversified, closed-end management investment company. Its investment objective is to seek total return comprised of capital appreciation, current income and gains. The company consists of common stocks, but may also include other types of equity securities, including preferred stocks, depository receipts, rights and warrants. AllianzGI Equity & Convertible Income Fund was founded in 2006 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Total Return Fund /Old/
 Virtus Total Return Fund /Old/ Investment Trusts/Mutual FundsMiscellaneous Virtus Total Return Fund operates as a mutual fund closed-end investment. Its portfolio includes infrastructure in the communications, utility, energy, and transportation industries. Its objective is total return of capital appreciation and current income. The fund was founded on December 3, 2004 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Global Multi-Sector Income Fund
 Virtus Global Multi-Sector Income Fund Investment Trusts/Mutual FundsMiscellaneous Virtus Global Multi-Sector Income Fund is a diversified, closed-end management investment fund. Its objective is to maximize current income while preserving capital and seeks to generate current income and total return by applying credit research and a time-tested approach to capitalize on opportunities across undervalued sectors of the global bond markets. The company was founded on August 23, 2011 and is headquartered in Greenfield, MA. | Miscellaneous |
Ceredex Value Advisors LLC
 Ceredex Value Advisors LLC Investment ManagersFinance Ceredex Value Advisors LLC (Ceredex) is a SEC-registered investment adviser headquartered in Orlando, Florida. The firm was founded in 2008 and is a wholly-owned subsidiary of Virtus Partners, Inc. (VPI), which is wholly-owned by Virtus Investment Partners, Inc. (Virtus) (NASDAQ: VRTS). Ceredex manages assets for institutional and individual clients through separately managed accounts and subadvisory relationships that include mutual funds, collective investment trusts, and offshore funds (UCITS). | Finance |
Duff & Phelps Select MLP & Midstream Energy Fund, Inc.
 Duff & Phelps Select MLP & Midstream Energy Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Duff & Phelps Select MLP & Midstream Energy Fund, Inc. is a non-diversified, closed-end management investment company. The Fund's investment objective is to seek a level of total return resulting from a combination of current tax-deferred distributions and capital appreciation. It is managed by Duff & Phelps Investment Management Co. The company was founded on March 28, 2014 and is headquartered in Hartford, CT. | Miscellaneous |
| Virtus ETF Trust II | |
| Virtus Global Funds Plc | Miscellaneous |
Virtus Convertible & Income 2024 Target Term Fund
 Virtus Convertible & Income 2024 Target Term Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Convertible & Income 2024 Target Term Fund is a closed-end investment fund. Its objective is to provide a high level of income and to return fund?s original net asset value upon termination of the fund. The company was founded on March 21, 2017 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Artificial Intelligence & Technology Opportunities Fund
 Virtus Artificial Intelligence & Technology Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Artificial Intelligence & Tech Opp Fund is a diversified, limited term closed-end management investment company. Its objective is to provide total return through a combination of current income, current gains and long-term capital appreciation. The company was founded on May 24, 2019 and is headquartered in New York, NY. | Miscellaneous |
| Connecticut Society of CPAs | |
NFJ Investment Group LLC
 NFJ Investment Group LLC Investment ManagersFinance NFJ Investment Group LLC (NFJ) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and is a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). NFJ provides discretionary and non-discretionary investment management or sub-advisory services to institutional clients and non-institutional clients principally through separate accounts, wrap fee programs and a variety of commingled funds and SEC registered closed-end investment companies. | Finance |
Virtus AllianzGI Smart Cities Fund Inc.
 Virtus AllianzGI Smart Cities Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Smart Cities Fund Inc. operates as a mutual fund closed-end investment trust. The company is headquartered in Greenfield, MA. | Miscellaneous |
| Virtus Allianzgi Closed-End Funds | |
| Virtus Dividend Interest & Premium Strategy Fund | Miscellaneous |
