董事介绍

注:董事持股数取自最新公司公告

姓名 性别 职位 年龄 薪酬 持股数(万股) 截止日期
W. Howard Morris Director 62 未披露 未持股 2021-03-31
Paul G. Greig Director 65 21.38万美元 未持股 2021-03-31
Stephen T. Zarrilli Director 58 20.40万美元 未持股 2021-03-31
Melody L. Jones Director 61 21.24万美元 未持股 2021-03-31
George R. Aylward Director 56 800.59万美元 未持股 2021-03-31
Mark C. Treanor Director 74 33.74万美元 未持股 2021-03-31
Timothy A. Holt Director 68 20.81万美元 未持股 2021-03-31
Susan S. Fleming Director 51 20.65万美元 未持股 2021-03-31
Peter L. Bain Director,President, Chief Executive Officer 62 21.24万美元 未持股 2021-03-31

高管介绍

注:高管持股数取自最新公司公告

姓名 性别 职位 年龄 薪酬 持股数(万股) 截止日期
Barry M. Mandinach Executive Vice President, Head of Distribution 63 267.93万美元 未持股 2021-03-31
W. Patrick Bradley Executive Vice President, Fund Services 48 未披露 未持股 2021-03-31
Michael A. Angerthal Executive Vice President, Chief Financial Officer and Treasurer 52 343.93万美元 未持股 2021-03-31
Mardelle Pena Executive Vice President, Chief Human Resources Officer 67 113.40万美元 未持股 2021-03-31
Wendy J. Hills Executive Vice President, Chief Legal Officer, General Counsel and Corporate Secretary 49 186.79万美元 未持股 2021-03-31
Peter L. Bain Director,President, Chief Executive Officer 62 21.24万美元 未持股 2021-03-31

董事简历

中英对照 |  中文 |  英文
W. Howard Morris

W. Howard Morris,自1998年以来担任投资伙伴关系The Prairie & Tireman Group的总裁和首席投资官。他于2006年到2007年在Comerica Asset Management担任副总裁和高级投资组合经理,于2002年到2005年担任密西根州英克斯特公立学校(Inkster, Michigan Public Schools)的首席执行官和紧急财务经理,于1999年到2000年担任密歇根州底特律公立学校区(Detroit, Michigan Public School District)的首席财务官。他是一个注册会计师、特许金融分析师和个人金融专家。


W. Howard Morris, Director since 2021. Mr. Morris has been President and Chief Investment Officer of The Prairie & Tireman Group, an investment partnership, since 1998. Mr. Morris was formerly Emergency Financial Manager, Inkster, Michigan Public Schools, from 2002 to 2005 and Chief Financial Officer, Detroit, Michigan Public School District, from 1999 to 2000. He is a Certified Public Accountant and Chartered Financial Analyst. Since 2007 Mr. Morris has served on the Board of Owens Corning, an American company that develops and produces insulation, roofing, and fiberglass composites and related materials and products.
W. Howard Morris,自1998年以来担任投资伙伴关系The Prairie & Tireman Group的总裁和首席投资官。他于2006年到2007年在Comerica Asset Management担任副总裁和高级投资组合经理,于2002年到2005年担任密西根州英克斯特公立学校(Inkster, Michigan Public Schools)的首席执行官和紧急财务经理,于1999年到2000年担任密歇根州底特律公立学校区(Detroit, Michigan Public School District)的首席财务官。他是一个注册会计师、特许金融分析师和个人金融专家。
W. Howard Morris, Director since 2021. Mr. Morris has been President and Chief Investment Officer of The Prairie & Tireman Group, an investment partnership, since 1998. Mr. Morris was formerly Emergency Financial Manager, Inkster, Michigan Public Schools, from 2002 to 2005 and Chief Financial Officer, Detroit, Michigan Public School District, from 1999 to 2000. He is a Certified Public Accountant and Chartered Financial Analyst. Since 2007 Mr. Morris has served on the Board of Owens Corning, an American company that develops and produces insulation, roofing, and fiberglass composites and related materials and products.
Paul G. Greig

Paul G. Greig,自2006年5月18日起任FirstMerit和FirstMerit Bank的总裁兼首席执行官;自2007年1月1日起任FirstMerit Bank董事长。


Paul G. Greig,, Director since 2019. Since 2017 Mr. Greig has served as Chairman of the Board of Opus Bank “Opus”, a federally insured chartered commercial bank, where he previously held the role of interim Chief Executive Officer and President during 2018 and 2019. He also serves as its Risk Committee chair and as a member of the Governance and Nominating Committees, and previously served as a member of the Audit Committee. Prior to joining Opus, Mr. Greig served as Chairman, President and Chief Executive Officer of FirstMerit Corporation, a regional diversified financial services company, from 2006 to 2016. Mr. Greig has been a member of the Advisory Board of Omni Senior Living, senior residential communities located throughout Ohio, since 2016. He previously served as President and Chief Executive Officer of Citizens Banking Corporation-Illinois from 2005 to 2006 and was a director and member of the Audit Committee of the Federal Reserve Bank of Cleveland from 2011 to 2014.
Paul G. Greig,自2006年5月18日起任FirstMerit和FirstMerit Bank的总裁兼首席执行官;自2007年1月1日起任FirstMerit Bank董事长。
Paul G. Greig,, Director since 2019. Since 2017 Mr. Greig has served as Chairman of the Board of Opus Bank “Opus”, a federally insured chartered commercial bank, where he previously held the role of interim Chief Executive Officer and President during 2018 and 2019. He also serves as its Risk Committee chair and as a member of the Governance and Nominating Committees, and previously served as a member of the Audit Committee. Prior to joining Opus, Mr. Greig served as Chairman, President and Chief Executive Officer of FirstMerit Corporation, a regional diversified financial services company, from 2006 to 2016. Mr. Greig has been a member of the Advisory Board of Omni Senior Living, senior residential communities located throughout Ohio, since 2016. He previously served as President and Chief Executive Officer of Citizens Banking Corporation-Illinois from 2005 to 2006 and was a director and member of the Audit Committee of the Federal Reserve Bank of Cleveland from 2011 to 2014.
Stephen T. Zarrilli

Stephen T. Zarrilli自2012年11月至今担任总裁和首席执行官;从2008年6月到2012年11月担任高级副总裁和首席财务官;从2006年12月到2007年6月担任代理首席管理官和代理首席财务官;从2004年到2008年6月联合创建了feguard Scientifics, Inc.,并担任Penn Valley Group(一家中间市场管理咨询的私人实体公司)的常务董事;从2001年到2004年担任Fiberlink Communications Corporation的首席财务官;从2000年到2001年担任Concellera Software, Inc.的首席执行官;分别从1999年到2000年以及从1994年到1998年担任US Interactive, Inc.的首席执行官和首席财务官,该公司是一家在2001年申请破产保护的上市公司;从1983年到1994年任职于Deloitte & Touche。


Stephen T. Zarrilli, Class I, Director since 2014. Mr. Zarrilli has served on the Board of the University City Science Center, an urban research park that provides technology, capital and other commercialization resources to technology entrepreneurs and scientists since 2014 where he previously served as its President and CEO from 2018 to 2020. He previously served as President, CEO and Director of Safeguard Scientifics, a company that provided growth capital for technology, financial services and healthcare companies from 2012 to 2018 and as its Senior Vice President, Chief Financial Officer and Chief Administrative Officer from 2008 to 2012. Previously he was the Chairman and CEO of Penn Valley Group, a management advisory firm, and earlier was CFO at Fiberlink Communications Corp., a security software company; CEO of Concellera,a document management software company; and CEO of US Interactive Inc., a digital marketing firm. He began his career at Deloitte & Touche LLP. Mr. Zarrilli has served as a director of Globus Medical Inc., a publicly traded medical device company, since 2019 and previously served from 2004 to 2015 as a Director of Nutrisystem, Inc., a publicly traded weight loss products company.
Stephen T. Zarrilli自2012年11月至今担任总裁和首席执行官;从2008年6月到2012年11月担任高级副总裁和首席财务官;从2006年12月到2007年6月担任代理首席管理官和代理首席财务官;从2004年到2008年6月联合创建了feguard Scientifics, Inc.,并担任Penn Valley Group(一家中间市场管理咨询的私人实体公司)的常务董事;从2001年到2004年担任Fiberlink Communications Corporation的首席财务官;从2000年到2001年担任Concellera Software, Inc.的首席执行官;分别从1999年到2000年以及从1994年到1998年担任US Interactive, Inc.的首席执行官和首席财务官,该公司是一家在2001年申请破产保护的上市公司;从1983年到1994年任职于Deloitte & Touche。
Stephen T. Zarrilli, Class I, Director since 2014. Mr. Zarrilli has served on the Board of the University City Science Center, an urban research park that provides technology, capital and other commercialization resources to technology entrepreneurs and scientists since 2014 where he previously served as its President and CEO from 2018 to 2020. He previously served as President, CEO and Director of Safeguard Scientifics, a company that provided growth capital for technology, financial services and healthcare companies from 2012 to 2018 and as its Senior Vice President, Chief Financial Officer and Chief Administrative Officer from 2008 to 2012. Previously he was the Chairman and CEO of Penn Valley Group, a management advisory firm, and earlier was CFO at Fiberlink Communications Corp., a security software company; CEO of Concellera,a document management software company; and CEO of US Interactive Inc., a digital marketing firm. He began his career at Deloitte & Touche LLP. Mr. Zarrilli has served as a director of Globus Medical Inc., a publicly traded medical device company, since 2019 and previously served from 2004 to 2015 as a Director of Nutrisystem, Inc., a publicly traded weight loss products company.
Melody L. Jones

Melody L. Jones,2012年,担任公司的首席行政官。2005年,她成为公司的高层管理团队成员。2005年12月至2012年,她担任公司的首席人力资源官。 Jones女士负责全公司的人力资源、信息技术、法律与合规、通信、慈善事业。 此外,她还管理公司的新产品研发小组和部门成员会议。2002年至2005年12月,她担任T. Rowe Price的副总裁和人力资源部全球主管。T. Rowe Price是一家投资管理公司。她负责公司的人力资源部门。1997年至2002年,她在怡安集团(Aon Corporation)担任日益重要的职务。她担任过该公司的首席人力资源官。之前,Jones女士在 Organizational Dynamics公司、 The Hawthorne Group公司、Citigroup Mortgage公司担任过高管。她在南伊利诺斯州大学获得了文学学士和文学硕士学位。


Melody L. Jones, Director since 2014. Ms. Jones provides executive assessment and coaching services through 32-80 Advisors which she founded in 2017. From 2012 to 2017 Ms. Jones served as the Chief Administrative Officer "CAO" for CEB, a best practice insight and technology company. In her role as CAO, Ms. Jones had global responsibility for Human Resources, Information Technology, Legal and Compliance, Communications, Philanthropy and the Member Events department. She joined the firm in December 2005 and served as the Chief Human Resources Officer ("CHRO") until February 2012. She managed CEB's Professional Services practice from 2010 to 2012 and the firm's product development function from 2013 to 2015. Prior to CEB, Ms. Jones served from 2002 to 2005 as the global head of Human Resources for T. Rowe Price, a global investment management firm. Prior to joining T. Rowe Price, Ms. Jones spent eight years at Aon Corporation, a global insurance brokerage and consulting company, serving from 1998 to 2002 as the CHRO. She joined Aon in 1994 as head of the Midwestern Regional Office of Aon Consulting. In 1996 she assumed responsibility for the HR Strategy and Technology consulting practice, and managed this global practice until assuming her role as CHRO for the corporation. Ms. Jones also served as a senior consultant with Organizational Dynamics, Inc., an international management training and consulting company, and held several leadership positions across a six-year tenure with Citicorp Mortgage. Ms. Jones currently serves on the Board of TI-People, a global business whose focus is technology and insights for HR leaders; the Capital Area Chapter of the National Association of Corporate Directors, and Linkage, Inc., a leadership assessment and development company. She also serves on the Advisory Boards of Pamlico Capital Management, a mid-market private equity firm, and Exec Online, a global leadership development business.
Melody L. Jones,2012年,担任公司的首席行政官。2005年,她成为公司的高层管理团队成员。2005年12月至2012年,她担任公司的首席人力资源官。 Jones女士负责全公司的人力资源、信息技术、法律与合规、通信、慈善事业。 此外,她还管理公司的新产品研发小组和部门成员会议。2002年至2005年12月,她担任T. Rowe Price的副总裁和人力资源部全球主管。T. Rowe Price是一家投资管理公司。她负责公司的人力资源部门。1997年至2002年,她在怡安集团(Aon Corporation)担任日益重要的职务。她担任过该公司的首席人力资源官。之前,Jones女士在 Organizational Dynamics公司、 The Hawthorne Group公司、Citigroup Mortgage公司担任过高管。她在南伊利诺斯州大学获得了文学学士和文学硕士学位。
Melody L. Jones, Director since 2014. Ms. Jones provides executive assessment and coaching services through 32-80 Advisors which she founded in 2017. From 2012 to 2017 Ms. Jones served as the Chief Administrative Officer "CAO" for CEB, a best practice insight and technology company. In her role as CAO, Ms. Jones had global responsibility for Human Resources, Information Technology, Legal and Compliance, Communications, Philanthropy and the Member Events department. She joined the firm in December 2005 and served as the Chief Human Resources Officer ("CHRO") until February 2012. She managed CEB's Professional Services practice from 2010 to 2012 and the firm's product development function from 2013 to 2015. Prior to CEB, Ms. Jones served from 2002 to 2005 as the global head of Human Resources for T. Rowe Price, a global investment management firm. Prior to joining T. Rowe Price, Ms. Jones spent eight years at Aon Corporation, a global insurance brokerage and consulting company, serving from 1998 to 2002 as the CHRO. She joined Aon in 1994 as head of the Midwestern Regional Office of Aon Consulting. In 1996 she assumed responsibility for the HR Strategy and Technology consulting practice, and managed this global practice until assuming her role as CHRO for the corporation. Ms. Jones also served as a senior consultant with Organizational Dynamics, Inc., an international management training and consulting company, and held several leadership positions across a six-year tenure with Citicorp Mortgage. Ms. Jones currently serves on the Board of TI-People, a global business whose focus is technology and insights for HR leaders; the Capital Area Chapter of the National Association of Corporate Directors, and Linkage, Inc., a leadership assessment and development company. She also serves on the Advisory Boards of Pamlico Capital Management, a mid-market private equity firm, and Exec Online, a global leadership development business.
George R. Aylward

George R. Aylward,他是总裁兼首席执行官(2009年1月1日公司成为独立上市公司以来)。他曾一直担任公司的总裁(2006年11月6日以来)。他于1996年加入Phoenix Investment Partners公司(PXP,拥有The Phoenix Companies(PNX)的多数股权的资产管理子公司,公司的前身公司)。他也担任PNX公司的负责资产管理的总裁,以及高级执行副总裁(从2007年2月到2008年12月31日),以及PNX公司的负责资产管理的执行副总裁(从2006年11月6日到2007年2月)。他也曾担任PNX公司的高级副总裁兼首席运营官,负责资产管理(从2004年到2006年),以及PNX公司的董事长、总裁兼首席执行官的办公室主任(从2002年到2004年)。他也曾担任PXP公司的多种高级财务职务(2002年之前)。2006年以来,他曾一直担任the Virtus Mutual Funds的总裁兼受托人,并一直担任执行副总裁(从2004年到2006年)、the Virtus Variable Insurance Trust的受托人(2012年以来)、the Virtus Global Funds公司的董事(2013年以来)、the Virtus Global Multi-Sector Income Fund和the Virtus Total Return Fund的受托人兼总裁(2012年以来)、 The Zweig Fund公司和The Zweig Total Return Fund公司的主席、总裁兼首席执行官(2006年以来)。


George R. Aylward, Director since 2008. Mr. Aylward is our President and CEO and has held those positions since January 1 2009 when the Company became an independent public company. He has served as President of the Company since November 6 2006. Mr. Aylward joined Phoenix Investment Partners, Inc. “PXP”, the majority owned asset management subsidiary of The Phoenix Companies, Inc. (“PNX”) and predecessor to the Company, in 1996. Mr. Aylward served as President, Asset Management, and Senior Executive Vice President of PNX from February 2007 to December 31 2008 and as Executive Vice President, Asset Management, of PNX from November 6 2006 to February 2007. Mr. Aylward served as Senior Vice President and Chief Operating Officer, Asset Management, of PNX from 2004 through 2006 and as Chief of Staff to the Chairman, President and CEO of PNX from 2002 through 2004. Mr. Aylward also served in several senior financial positions at PXP prior to 2002. Since 2006 Mr. Aylward has served as President and Trustee of the Virtus Mutual Funds, having been Executive Vice President from 2004 to 2006; President (since 2010) and Trustee (since 2012) of the Virtus Variable Insurance Trust; Director of the Virtus Global Funds, plc since 2013; Trustee, President and Chief Executive Officer of the Virtus Global Multi-Sector Income Fund since 2011; Director, President and Chief Executive Officer of the Virtus Total Return Fund Inc. since 2006; Trustee and President of the Virtus Alternative Solutions Trust since 2013; Director, President and Chief Executive Officer of the Duff & Phelps Select MLP and Midstream Energy Fund Inc. since 2014; and Chairman and Trustee of Virtus ETF Trust II since 2015.
George R. Aylward,他是总裁兼首席执行官(2009年1月1日公司成为独立上市公司以来)。他曾一直担任公司的总裁(2006年11月6日以来)。他于1996年加入Phoenix Investment Partners公司(PXP,拥有The Phoenix Companies(PNX)的多数股权的资产管理子公司,公司的前身公司)。他也担任PNX公司的负责资产管理的总裁,以及高级执行副总裁(从2007年2月到2008年12月31日),以及PNX公司的负责资产管理的执行副总裁(从2006年11月6日到2007年2月)。他也曾担任PNX公司的高级副总裁兼首席运营官,负责资产管理(从2004年到2006年),以及PNX公司的董事长、总裁兼首席执行官的办公室主任(从2002年到2004年)。他也曾担任PXP公司的多种高级财务职务(2002年之前)。2006年以来,他曾一直担任the Virtus Mutual Funds的总裁兼受托人,并一直担任执行副总裁(从2004年到2006年)、the Virtus Variable Insurance Trust的受托人(2012年以来)、the Virtus Global Funds公司的董事(2013年以来)、the Virtus Global Multi-Sector Income Fund和the Virtus Total Return Fund的受托人兼总裁(2012年以来)、 The Zweig Fund公司和The Zweig Total Return Fund公司的主席、总裁兼首席执行官(2006年以来)。
George R. Aylward, Director since 2008. Mr. Aylward is our President and CEO and has held those positions since January 1 2009 when the Company became an independent public company. He has served as President of the Company since November 6 2006. Mr. Aylward joined Phoenix Investment Partners, Inc. “PXP”, the majority owned asset management subsidiary of The Phoenix Companies, Inc. (“PNX”) and predecessor to the Company, in 1996. Mr. Aylward served as President, Asset Management, and Senior Executive Vice President of PNX from February 2007 to December 31 2008 and as Executive Vice President, Asset Management, of PNX from November 6 2006 to February 2007. Mr. Aylward served as Senior Vice President and Chief Operating Officer, Asset Management, of PNX from 2004 through 2006 and as Chief of Staff to the Chairman, President and CEO of PNX from 2002 through 2004. Mr. Aylward also served in several senior financial positions at PXP prior to 2002. Since 2006 Mr. Aylward has served as President and Trustee of the Virtus Mutual Funds, having been Executive Vice President from 2004 to 2006; President (since 2010) and Trustee (since 2012) of the Virtus Variable Insurance Trust; Director of the Virtus Global Funds, plc since 2013; Trustee, President and Chief Executive Officer of the Virtus Global Multi-Sector Income Fund since 2011; Director, President and Chief Executive Officer of the Virtus Total Return Fund Inc. since 2006; Trustee and President of the Virtus Alternative Solutions Trust since 2013; Director, President and Chief Executive Officer of the Duff & Phelps Select MLP and Midstream Energy Fund Inc. since 2014; and Chairman and Trustee of Virtus ETF Trust II since 2015.
Mark C. Treanor

Mark C. Treanor,他曾担任Treanor Pope & Hughes公司(他创立的公司)的律师事务所的资深合伙人(从2009年到2013年退休)。他也担任行政领导教练。此前,他曾担任Wachovia Corporation(银行控股公司)高级执行副总裁、总法律顾问和秘书(从2001年到2008年8月),负责所有国内和国际业务的法律、监管、公司治理和政府公关活动,包括美国常青投资公司(Evergreen Investments)(Wachovia公司的资产管理部门)、Wachovia公司的高级风险委员会及其运营委员会成员(负责Wachovia公司的整体管理)、伦理委员会的主席。此前,从1999年到2001年,他曾担任相同职责的职务,作为First Union Corporation(Wachovia公司的前身,他于1998年加入)的执行副总裁、总法律顾问和秘书。此前,他曾担任Treanor Pope & Hughes公司的总裁兼资深合伙人。他曾担任Wachovia Bank公司的董事(从2001年到2008年6月)。他一直担任美国进出口银行(the Export-Import Bank of the United States)的顾问委员会主席,也曾任职许多教育和慈善组织董事会,包括 the National Defense University、the United States Naval Academy (副主席)、 the University of Maryland School of Law、the National Defense University Foundation (主席)、 the U.S. Chamber of Commerce Institute for Legal Reform,以及the University of North Carolina School of Law Center for Banking and Finance的顾问委员会。他是前海军陆战队队长,并毕业于the U.S. Naval Academy。他持有the University of Maryland School of Law 的荣誉法学博士学位,在那里他曾担任the Law Review and Order of the Coif的成员。


Mark C. Treanor, Director since 2009. Mr. Treanor served as Senior Partner at the law firm of Treanor Pope & Hughes, which he founded, from 2009 until his retirement in 2013. He also serves as an executive leadership coach. Previously, he served as Senior Executive Vice President, General Counsel and Secretary of Wachovia Corporation, a bank holding company, from 2001 to August 2008 with responsibilities for legal, regulatory, corporate governance and government relations activities for all domestic and international businesses, including Evergreen Investments, Wachovia's asset management division, and was a member of Wachovia's Senior Risk Committee and its Operating Committee, which was responsible for overall management of Wachovia, and was Chairman of its Ethics Committee. Previously, from 1999 until 2001 he held similar responsibilities as Executive Vice President, General Counsel and Secretary of First Union Corporation, Wachovia's predecessor, which he joined in 1998 after serving as President and Senior Partner at Treanor Pope & Hughes. Mr. Treanor served as a director of Wachovia Bank N.A. from 2001 to June 2008. Mr. Treanor has served as Chairman of the Advisory Committee to the Export-Import Bank of the United States and has served on the boards of numerous educational and charitable organizations, including the National Defense University, the United States Naval Academy Vice-Chair, the University of Maryland School of Law, the National Defense University Foundation (Chair), the U.S. Chamber of Commerce Institute for Legal Reform, and the Board of Advisors to the University of North Carolina School of Law Center for Banking and Finance. A former Marine Corps captain and graduate of the U.S. Naval Academy, Mr. Treanor is a member of the Council on Foreign Relations. He holds a Juris Doctor degree (with honors) from the University of Maryland School of Law where he was a member of the Law Review and Order of the Coif.
Mark C. Treanor,他曾担任Treanor Pope & Hughes公司(他创立的公司)的律师事务所的资深合伙人(从2009年到2013年退休)。他也担任行政领导教练。此前,他曾担任Wachovia Corporation(银行控股公司)高级执行副总裁、总法律顾问和秘书(从2001年到2008年8月),负责所有国内和国际业务的法律、监管、公司治理和政府公关活动,包括美国常青投资公司(Evergreen Investments)(Wachovia公司的资产管理部门)、Wachovia公司的高级风险委员会及其运营委员会成员(负责Wachovia公司的整体管理)、伦理委员会的主席。此前,从1999年到2001年,他曾担任相同职责的职务,作为First Union Corporation(Wachovia公司的前身,他于1998年加入)的执行副总裁、总法律顾问和秘书。此前,他曾担任Treanor Pope & Hughes公司的总裁兼资深合伙人。他曾担任Wachovia Bank公司的董事(从2001年到2008年6月)。他一直担任美国进出口银行(the Export-Import Bank of the United States)的顾问委员会主席,也曾任职许多教育和慈善组织董事会,包括 the National Defense University、the United States Naval Academy (副主席)、 the University of Maryland School of Law、the National Defense University Foundation (主席)、 the U.S. Chamber of Commerce Institute for Legal Reform,以及the University of North Carolina School of Law Center for Banking and Finance的顾问委员会。他是前海军陆战队队长,并毕业于the U.S. Naval Academy。他持有the University of Maryland School of Law 的荣誉法学博士学位,在那里他曾担任the Law Review and Order of the Coif的成员。
Mark C. Treanor, Director since 2009. Mr. Treanor served as Senior Partner at the law firm of Treanor Pope & Hughes, which he founded, from 2009 until his retirement in 2013. He also serves as an executive leadership coach. Previously, he served as Senior Executive Vice President, General Counsel and Secretary of Wachovia Corporation, a bank holding company, from 2001 to August 2008 with responsibilities for legal, regulatory, corporate governance and government relations activities for all domestic and international businesses, including Evergreen Investments, Wachovia's asset management division, and was a member of Wachovia's Senior Risk Committee and its Operating Committee, which was responsible for overall management of Wachovia, and was Chairman of its Ethics Committee. Previously, from 1999 until 2001 he held similar responsibilities as Executive Vice President, General Counsel and Secretary of First Union Corporation, Wachovia's predecessor, which he joined in 1998 after serving as President and Senior Partner at Treanor Pope & Hughes. Mr. Treanor served as a director of Wachovia Bank N.A. from 2001 to June 2008. Mr. Treanor has served as Chairman of the Advisory Committee to the Export-Import Bank of the United States and has served on the boards of numerous educational and charitable organizations, including the National Defense University, the United States Naval Academy Vice-Chair, the University of Maryland School of Law, the National Defense University Foundation (Chair), the U.S. Chamber of Commerce Institute for Legal Reform, and the Board of Advisors to the University of North Carolina School of Law Center for Banking and Finance. A former Marine Corps captain and graduate of the U.S. Naval Academy, Mr. Treanor is a member of the Council on Foreign Relations. He holds a Juris Doctor degree (with honors) from the University of Maryland School of Law where he was a member of the Law Review and Order of the Coif.
Timothy A. Holt

Timothy A. Holt,自2012年以来是一位董事;曾是一家多元化医疗保健福利公司- Aetna股份有限公司的管理委员会成员、高级副总裁及首席投资官,在30年的服务后于2008年退休。2004-2007年期间,他还曾是Aetna的首席企业风险官。在1997年被任命为首席投资官之前,他曾在Aetna担任各种高级管理职位,包括Aetna Retirement Services的财务总监,以及Aetna的财务和会计副总裁。2008-2009年期间曾是Aetna的一位顾问。他还是Virtus Investment Partners股份有限公司以及StanCorp Financial Group股份有限公司的一位董事。


Timothy A. Holt, Director since 2009. Mr. Holt held various senior management positions with Aetna, Inc., a managed healthcare company, until his retirement in 2008. He was Senior Vice President and Chief Investment Officer from 1999 to 2008 Vice President and Chief Investment Officer from 1997 to 1999 Chief Enterprise Risk Officer from 2004 to 2007 Senior Vice President and Chief Financial Officer of Aetna Retirement Services from 1996 to 1997 Vice President of Portfolio Management Group from 1992 to 1995 Vice President of Aetna Portfolio Management from 1991 to 1992 Vice President, Finance and Treasurer from 1989 to 1991 Vice President of Public Bonds from 1987 to 1989 Property/Casualty Portfolio Manager from 1983 to 1987 Investment Officer from 1981 to 1982 and Investment Officer/Analyst from 1977 to 1981. He was a member of Aetna's Executive Committee from 2003 until his retirement in 2008. Mr. Holt served as a consultant to Aetna during 2008 and 2009. Since 2012 Mr. Holt has served as a director of MGIC Investment Corporation, a provider of private mortgage insurance in the U.S. where he is Chairman of the Securities Investment Committee, and from January 2014 to February 2017 served as a director of StanCorp Financial Group, which was a publicly traded insurance products company until it was acquired in March 2016.
Timothy A. Holt,自2012年以来是一位董事;曾是一家多元化医疗保健福利公司- Aetna股份有限公司的管理委员会成员、高级副总裁及首席投资官,在30年的服务后于2008年退休。2004-2007年期间,他还曾是Aetna的首席企业风险官。在1997年被任命为首席投资官之前,他曾在Aetna担任各种高级管理职位,包括Aetna Retirement Services的财务总监,以及Aetna的财务和会计副总裁。2008-2009年期间曾是Aetna的一位顾问。他还是Virtus Investment Partners股份有限公司以及StanCorp Financial Group股份有限公司的一位董事。
Timothy A. Holt, Director since 2009. Mr. Holt held various senior management positions with Aetna, Inc., a managed healthcare company, until his retirement in 2008. He was Senior Vice President and Chief Investment Officer from 1999 to 2008 Vice President and Chief Investment Officer from 1997 to 1999 Chief Enterprise Risk Officer from 2004 to 2007 Senior Vice President and Chief Financial Officer of Aetna Retirement Services from 1996 to 1997 Vice President of Portfolio Management Group from 1992 to 1995 Vice President of Aetna Portfolio Management from 1991 to 1992 Vice President, Finance and Treasurer from 1989 to 1991 Vice President of Public Bonds from 1987 to 1989 Property/Casualty Portfolio Manager from 1983 to 1987 Investment Officer from 1981 to 1982 and Investment Officer/Analyst from 1977 to 1981. He was a member of Aetna's Executive Committee from 2003 until his retirement in 2008. Mr. Holt served as a consultant to Aetna during 2008 and 2009. Since 2012 Mr. Holt has served as a director of MGIC Investment Corporation, a provider of private mortgage insurance in the U.S. where he is Chairman of the Securities Investment Committee, and from January 2014 to February 2017 served as a director of StanCorp Financial Group, which was a publicly traded insurance products company until it was acquired in March 2016.
Susan S. Fleming

Susan S. Fleming,自从2011年5月以来,一直担任本公司的董事,目前担任薪酬委员会和风险管理委员会的成员。她曾在Capital Z Financial Services公司工作,一家私人股份公司。1998年至2001年,担任负责人,从2001年到2003年,担任合伙人。从1994年至2003年,她还是Insurance Partners Advisors有限责任合伙的副总裁,一家私人股权投资公司。从1992年至1994年,她担任摩根士丹利公司的各种职务,她目前是美国康乃尔大学的管理、金融和创业的顾问和高级讲师。自2009年1月,她一直是Virtus Investment Partners公司的董事,一家公开上市的资产管理公司。从1999年7月到2003年12月,她还担任Universal American Financial公司的董事,一家专业医疗保健公司。从2002年4月到2005年4月,她担任PXRE集团有限公司的董事,财产再保险公司,从2000年2月到2000年8月,她担任谷神星集团公司的董事,一家保险和养老金产品提供者,从2006年7月到2008年10月,她担任广达资本控股有限公司(Quanta Capital Holdings)的董事,一家专业保险和再保险控股公司。


Susan S. Fleming,is an entrepreneur in residence, executive educator, and angel investor. From 2009 through 2018, she served as a Senior Lecturer of management and entrepreneurship at the School of Hotel Administration and the Johnson Graduate School of Management of Cornell University. From 2004 through 2009, she pursued a Masters and PhD from Cornell University. From 1998 until December 2003, she was Partner and Principal of Capital Z Financial Services Partners, a private equity fund focused on the financial services industry. From 1994 until December 2003, she served as Vice President, Insurance Partners Advisors, L.P., a private equity fund focused on the insurance and healthcare industries. From 1992 until 1994 she was an analyst with Morgan Stanley & Co.
Susan S. Fleming,自从2011年5月以来,一直担任本公司的董事,目前担任薪酬委员会和风险管理委员会的成员。她曾在Capital Z Financial Services公司工作,一家私人股份公司。1998年至2001年,担任负责人,从2001年到2003年,担任合伙人。从1994年至2003年,她还是Insurance Partners Advisors有限责任合伙的副总裁,一家私人股权投资公司。从1992年至1994年,她担任摩根士丹利公司的各种职务,她目前是美国康乃尔大学的管理、金融和创业的顾问和高级讲师。自2009年1月,她一直是Virtus Investment Partners公司的董事,一家公开上市的资产管理公司。从1999年7月到2003年12月,她还担任Universal American Financial公司的董事,一家专业医疗保健公司。从2002年4月到2005年4月,她担任PXRE集团有限公司的董事,财产再保险公司,从2000年2月到2000年8月,她担任谷神星集团公司的董事,一家保险和养老金产品提供者,从2006年7月到2008年10月,她担任广达资本控股有限公司(Quanta Capital Holdings)的董事,一家专业保险和再保险控股公司。
Susan S. Fleming,is an entrepreneur in residence, executive educator, and angel investor. From 2009 through 2018, she served as a Senior Lecturer of management and entrepreneurship at the School of Hotel Administration and the Johnson Graduate School of Management of Cornell University. From 2004 through 2009, she pursued a Masters and PhD from Cornell University. From 1998 until December 2003, she was Partner and Principal of Capital Z Financial Services Partners, a private equity fund focused on the financial services industry. From 1994 until December 2003, she served as Vice President, Insurance Partners Advisors, L.P., a private equity fund focused on the insurance and healthcare industries. From 1992 until 1994 she was an analyst with Morgan Stanley & Co.
Peter L. Bain

Peter L. Bain,他是公司的总裁、首席执行官、OMUSH的董事,以及公司的管理团队成员,也将成为公司的董事会成员(2011年2月加入公司以来)。他负责公司业务的方方面面,包括企业战略和发展。他也公司的母公司的集团执行委员会的成员。加入公司之前,他曾担任Legg Mason公司(全球资产管理公司)的执行职务(从2000年6月到2009年3月),包括高级执行副总裁兼附属管理和企业战略主管(从2008年到2009年3月)、首席行政官(从2003年到2006年)。从2009年3月到2011年2月,他并未任职。他持有Trinity College的美国研究学士学位,在那里他曾入选美国大学优秀生全国性荣誉组织,并获得荣誉奖学金。他也获得了哈佛法学院(Harvard Law School)的法学博士学位。


Peter L. Bain, Director since 2019. Mr. Bain served as President, Chief Executive Officer and Director of OM Asset Management, a global multi-boutique asset management firm, now known as BrightSphere Investment Group from 2011 to 2017. From 2001 until 2009 he held various positions at Legg Mason, a global asset management firm, including Senior Executive Vice President from 2004 to 2009 head of affiliate management and corporate strategy from 2008 to 2009 and as chief administrative officer from 2003 to 2005. Prior to that time, he was with Berkshire Capital Securities from 1991 to 2000 where he served as Managing Director from 1995 to 2000 and earlier at Merrill Lynch & Co. in various roles from 1987 to 1990.
Peter L. Bain,他是公司的总裁、首席执行官、OMUSH的董事,以及公司的管理团队成员,也将成为公司的董事会成员(2011年2月加入公司以来)。他负责公司业务的方方面面,包括企业战略和发展。他也公司的母公司的集团执行委员会的成员。加入公司之前,他曾担任Legg Mason公司(全球资产管理公司)的执行职务(从2000年6月到2009年3月),包括高级执行副总裁兼附属管理和企业战略主管(从2008年到2009年3月)、首席行政官(从2003年到2006年)。从2009年3月到2011年2月,他并未任职。他持有Trinity College的美国研究学士学位,在那里他曾入选美国大学优秀生全国性荣誉组织,并获得荣誉奖学金。他也获得了哈佛法学院(Harvard Law School)的法学博士学位。
Peter L. Bain, Director since 2019. Mr. Bain served as President, Chief Executive Officer and Director of OM Asset Management, a global multi-boutique asset management firm, now known as BrightSphere Investment Group from 2011 to 2017. From 2001 until 2009 he held various positions at Legg Mason, a global asset management firm, including Senior Executive Vice President from 2004 to 2009 head of affiliate management and corporate strategy from 2008 to 2009 and as chief administrative officer from 2003 to 2005. Prior to that time, he was with Berkshire Capital Securities from 1991 to 2000 where he served as Managing Director from 1995 to 2000 and earlier at Merrill Lynch & Co. in various roles from 1987 to 1990.

高管简历

中英对照 |  中文 |  英文
Barry M. Mandinach

Barry M. Mandinach,现任执行副总裁、分销总监。他在投资管理行业有着30多年的经验,主要是在零售产品的销售、营销、销售领导方面。2014年加入Virtus之前,他在全球性的投资服务公司UBS Global Asset Management U.S。工作了12年,最后的职务是批发分销总监、首席营销官、PACE Select Funds的委员会成员。1999-2001,他担任Phoenix Investment Partners (PXP)的首席销售与营销官,这是Virtus的前身。加入PXP之前,他与Martin Zweig、Eugene Glaser一起担任Zweig Mutual Funds的合伙人、共同创始人,该公司在1999年被PXP收购。他在1981年进入投资行业,加入投资银行公司Drexel Burnham Lambert,8年里担任了多个销售、产品管理的职务。


Barry M. Mandinach is Executive Vice President, Head of Distribution. Mr. Mandinach has more than 30 years of experience in the investment management industry, primarily in retail product sales, marketing, and sales leadership. Prior to joining the Company in 2014 he was at UBS Global Asset Management U.S., a global investment services firm, for 12 years, most recently as Head of Wholesale Distribution and Chief Marketing Officer, as well as a board member of the PACE Select Funds. From 1999 to 2001 Mr. Mandinach was the Chief Sales and Marketing Officer at Phoenix Investment Partners (PXP), the predecessor to Virtus. Prior to PXP, he was a partner and co-founder, with Martin Zweig and Eugene Glaser, of the Zweig Mutual Funds, which were acquired by PXP in 1999. He began his investment industry career in 1981 at Drexel Burnham Lambert, an investment banking firm, holding sales and product management roles over eight years.
Barry M. Mandinach,现任执行副总裁、分销总监。他在投资管理行业有着30多年的经验,主要是在零售产品的销售、营销、销售领导方面。2014年加入Virtus之前,他在全球性的投资服务公司UBS Global Asset Management U.S。工作了12年,最后的职务是批发分销总监、首席营销官、PACE Select Funds的委员会成员。1999-2001,他担任Phoenix Investment Partners (PXP)的首席销售与营销官,这是Virtus的前身。加入PXP之前,他与Martin Zweig、Eugene Glaser一起担任Zweig Mutual Funds的合伙人、共同创始人,该公司在1999年被PXP收购。他在1981年进入投资行业,加入投资银行公司Drexel Burnham Lambert,8年里担任了多个销售、产品管理的职务。
Barry M. Mandinach is Executive Vice President, Head of Distribution. Mr. Mandinach has more than 30 years of experience in the investment management industry, primarily in retail product sales, marketing, and sales leadership. Prior to joining the Company in 2014 he was at UBS Global Asset Management U.S., a global investment services firm, for 12 years, most recently as Head of Wholesale Distribution and Chief Marketing Officer, as well as a board member of the PACE Select Funds. From 1999 to 2001 Mr. Mandinach was the Chief Sales and Marketing Officer at Phoenix Investment Partners (PXP), the predecessor to Virtus. Prior to PXP, he was a partner and co-founder, with Martin Zweig and Eugene Glaser, of the Zweig Mutual Funds, which were acquired by PXP in 1999. He began his investment industry career in 1981 at Drexel Burnham Lambert, an investment banking firm, holding sales and product management roles over eight years.
W. Patrick Bradley

W. Patrick Bradley,他是高级副总裁,负责基金服务。他担任the Virtus Mutual Funds的首席财务官兼财务主管,并管理基金家族的所有运营和财务事项。他也是the Virtus Variable Insurance Trust、Virtus Global Multi-Sector Income Fund、Virtus Total Return Fund、The Zweig Fund公司和The Zweig Total Return Fund公司的首席财务官兼财务主管。他负责客户服务、转让机构、会计、税务、保管、登记、财政部、贷款、和财务报告,并主管上述基金会的估值委员会。2013年以来,他一直担任Virtus Global Funds公司的董事。2004年加入Virtus Investment Partners公司之前,他曾担任Deloitte公司的美国和澳大利亚的保证和咨询高级经理,在那里他主要负责咨询,以及为财富500强企业和顶级私人股本公司提供服务。他持有the University of Connecticut的会计学士学位,在那里他获得“New England Scholar”荣誉。他是注册会计师,也是the Investment Company Institute Accounting and Treasurer’s Committee的成员。


W. Patrick Bradley,Vice President and Assistant Treasurer of DPG since 2011.Executive Vice President, Fund Services, Virtus Investment Partners, Inc. since 2016 Senior Vice President 2010-2016 and various officer positions with Virtus and/or certain of its subsidiaries since 2006; Executive Vice President, Virtus mutual funds' complex since 2016 (Senior Vice President 2013-2016) and Chief Financial Officer and Treasurer since 2004 (Vice President 2011-2013); Executive Vice President, Chief Financial Officer and Treasurer (since 2021), Virtus AllianzGI Closed-End Funds; Director, Virtus Global Funds, plc since 2013.
W. Patrick Bradley,他是高级副总裁,负责基金服务。他担任the Virtus Mutual Funds的首席财务官兼财务主管,并管理基金家族的所有运营和财务事项。他也是the Virtus Variable Insurance Trust、Virtus Global Multi-Sector Income Fund、Virtus Total Return Fund、The Zweig Fund公司和The Zweig Total Return Fund公司的首席财务官兼财务主管。他负责客户服务、转让机构、会计、税务、保管、登记、财政部、贷款、和财务报告,并主管上述基金会的估值委员会。2013年以来,他一直担任Virtus Global Funds公司的董事。2004年加入Virtus Investment Partners公司之前,他曾担任Deloitte公司的美国和澳大利亚的保证和咨询高级经理,在那里他主要负责咨询,以及为财富500强企业和顶级私人股本公司提供服务。他持有the University of Connecticut的会计学士学位,在那里他获得“New England Scholar”荣誉。他是注册会计师,也是the Investment Company Institute Accounting and Treasurer’s Committee的成员。
W. Patrick Bradley,Vice President and Assistant Treasurer of DPG since 2011.Executive Vice President, Fund Services, Virtus Investment Partners, Inc. since 2016 Senior Vice President 2010-2016 and various officer positions with Virtus and/or certain of its subsidiaries since 2006; Executive Vice President, Virtus mutual funds' complex since 2016 (Senior Vice President 2013-2016) and Chief Financial Officer and Treasurer since 2004 (Vice President 2011-2013); Executive Vice President, Chief Financial Officer and Treasurer (since 2021), Virtus AllianzGI Closed-End Funds; Director, Virtus Global Funds, plc since 2013.
Michael A. Angerthal

Michael A. Angerthal, 他是执行副总裁、首席财务官和财务主管。他也担任我们的首席会计官。他于2008年加入公司。加入公司之前,他一直担任CBRE Realty Finance公司(商业地产专业金融公司)的首席财务官(从2005年到2008年)。此前,他曾担任GE Corporation(多样化的科技、媒体和金融服务公司)的多种职务(从1996年到2005年)。从2002年到2005年,他担任GE Real Estate公司的经理,负责财务规划及分析。从1999年到2002年,他担任 GE Capital公司的员工分析师,负责投资者关系。从1996年到1999年,他曾担任NBC公司的财务董事。任职GE公司之前,他曾担任Coopers & Lybrand公司(位于纽约)的审计实践的商业保证经理。


Michael A. Angerthal is Executive Vice President, Chief Financial Officer and Treasurer and has held those positions since January 1 2009 when the Company became an independent public company. He also serves as our principal accounting officer. Mr. Angerthal joined Phoenix Investment Partners, Inc., the predecessor to the Company, as Senior Vice President, Chief Financial Officer in 2008. Prior to joining the Company, Mr. Angerthal had been the Chief Financial Officer of CBRE Realty Finance, a publicly traded commercial real estate specialty finance company, from 2005 to 2008. Previously, he held several positions with GE Corporation, a diversified technology, media and financial services company, including Manager, Financial Planning & Analysis of GE Real Estate from 2002 to 2005; Staff Analyst, Investor Relations of GE Capital Corp. from 1999 to 2002; and Director, Finance of NBC from 1996 to 1999. Prior to GE, he was a Manager of Business Assurance in the audit practice of Coopers & Lybrand in New York. Mr. Angerthal is a Certified Public Accountant and earned an MBA from Columbia Business School and holds an undergraduate degree in accounting from Pace University in New York.
Michael A. Angerthal, 他是执行副总裁、首席财务官和财务主管。他也担任我们的首席会计官。他于2008年加入公司。加入公司之前,他一直担任CBRE Realty Finance公司(商业地产专业金融公司)的首席财务官(从2005年到2008年)。此前,他曾担任GE Corporation(多样化的科技、媒体和金融服务公司)的多种职务(从1996年到2005年)。从2002年到2005年,他担任GE Real Estate公司的经理,负责财务规划及分析。从1999年到2002年,他担任 GE Capital公司的员工分析师,负责投资者关系。从1996年到1999年,他曾担任NBC公司的财务董事。任职GE公司之前,他曾担任Coopers & Lybrand公司(位于纽约)的审计实践的商业保证经理。
Michael A. Angerthal is Executive Vice President, Chief Financial Officer and Treasurer and has held those positions since January 1 2009 when the Company became an independent public company. He also serves as our principal accounting officer. Mr. Angerthal joined Phoenix Investment Partners, Inc., the predecessor to the Company, as Senior Vice President, Chief Financial Officer in 2008. Prior to joining the Company, Mr. Angerthal had been the Chief Financial Officer of CBRE Realty Finance, a publicly traded commercial real estate specialty finance company, from 2005 to 2008. Previously, he held several positions with GE Corporation, a diversified technology, media and financial services company, including Manager, Financial Planning & Analysis of GE Real Estate from 2002 to 2005; Staff Analyst, Investor Relations of GE Capital Corp. from 1999 to 2002; and Director, Finance of NBC from 1996 to 1999. Prior to GE, he was a Manager of Business Assurance in the audit practice of Coopers & Lybrand in New York. Mr. Angerthal is a Certified Public Accountant and earned an MBA from Columbia Business School and holds an undergraduate degree in accounting from Pace University in New York.
Mardelle Pena

Mardelle Pena,她是高级副总裁,负责人力资源。她负责制定人力资源战略和执行关键政策,以及人才和绩效管理、培训和发展、多样性、薪酬和福利计划等领域的流程和程序。她也支持董事会报酬委员会,也是公司的高级管理团队的一员。2010年加入Virtus公司之前,她曾任职The Hartford Financial Services Group(The Hartford),在那里她曾担任人力资源副总裁,支持财产和意外保险业务部门。2001年加入The Hartford之前,她曾担任ADVO(直销公司)的高级副总裁和首席人力资源官。她获得休斯顿大学(the University of Houston)的工业心理学和人事管理学士学位,随后获得Houston Baptist University的人力资源管理的硕士学位。


Mardelle Pena is Executive Vice President, Chief Human Resources Officer. Ms. Pena joined the Company in 2010 from The Hartford Financial Services Group, a financial services company, where she was Vice President of Human Resources supporting the property and casualty insurance business segments. Prior to joining The Hartford in 2001 she was Senior Vice President and Chief Human Resources officer at ADVO, a direct marketing company. Ms. Pena graduated from the University of Houston with a B.A. in industrial psychology and personnel management and later earned a master's degree in human resources management from Houston Baptist University.
Mardelle Pena,她是高级副总裁,负责人力资源。她负责制定人力资源战略和执行关键政策,以及人才和绩效管理、培训和发展、多样性、薪酬和福利计划等领域的流程和程序。她也支持董事会报酬委员会,也是公司的高级管理团队的一员。2010年加入Virtus公司之前,她曾任职The Hartford Financial Services Group(The Hartford),在那里她曾担任人力资源副总裁,支持财产和意外保险业务部门。2001年加入The Hartford之前,她曾担任ADVO(直销公司)的高级副总裁和首席人力资源官。她获得休斯顿大学(the University of Houston)的工业心理学和人事管理学士学位,随后获得Houston Baptist University的人力资源管理的硕士学位。
Mardelle Pena is Executive Vice President, Chief Human Resources Officer. Ms. Pena joined the Company in 2010 from The Hartford Financial Services Group, a financial services company, where she was Vice President of Human Resources supporting the property and casualty insurance business segments. Prior to joining The Hartford in 2001 she was Senior Vice President and Chief Human Resources officer at ADVO, a direct marketing company. Ms. Pena graduated from the University of Houston with a B.A. in industrial psychology and personnel management and later earned a master's degree in human resources management from Houston Baptist University.
Wendy J. Hills

Wendy J. Hills,2014年2月起,她担任公司的高级副总裁和总顾问,2005年4月起,担任公司秘书。2005年4月至2014年2月,她担任公司副总裁和助理总顾问,2002年4月至2005年4月担任助理总顾问,2000年4月至2005年4月,担任助理秘书。1998年6月至2000年4月,她担任WRIMCO的合规官。1998年6月加入公司之前,她就职于堪萨斯州威奇托的律师事务所Klenda, Mitchell, Austerman and Zuercher LLC.。


Wendy J. Hills is Executive Vice President, Chief Legal Officer, General Counsel and Corporate Secretary, a role she assumed in September 2019. She is responsible for developing and guiding the strategic direction of the legal, regulatory and compliance functions and also provides counsel to Virtus’ Board of Directors on all legal and regulatory matters. Prior to joining the Company, Ms. Hills served until April 2018 as Executive Vice President, Chief Legal Officer, General Counsel and Corporate Secretary of Waddell & Reed Financial, Inc., a publicly traded asset management company located in Overland Park, Kansas. She became Executive Vice President in 2018; Chief Legal Officer, Senior Vice President and General Counsel in 2014 and Secretary in 2005 and served in various roles at Waddell including Vice President and Associate General Counsel from 2005 to 2014; Assistant General Counsel from 2002 to 2005; Assistant Secretary from 2000 to 2005 and as Compliance Officer of Waddell & Reed Investment Management Company from 1998 to 2000. Prior to joining Waddell, she was an associate with the law firm of Klenda, Mitchell, Austerman and Zuercher, LLC, a Wichita, Kansas law firm.
Wendy J. Hills,2014年2月起,她担任公司的高级副总裁和总顾问,2005年4月起,担任公司秘书。2005年4月至2014年2月,她担任公司副总裁和助理总顾问,2002年4月至2005年4月担任助理总顾问,2000年4月至2005年4月,担任助理秘书。1998年6月至2000年4月,她担任WRIMCO的合规官。1998年6月加入公司之前,她就职于堪萨斯州威奇托的律师事务所Klenda, Mitchell, Austerman and Zuercher LLC.。
Wendy J. Hills is Executive Vice President, Chief Legal Officer, General Counsel and Corporate Secretary, a role she assumed in September 2019. She is responsible for developing and guiding the strategic direction of the legal, regulatory and compliance functions and also provides counsel to Virtus’ Board of Directors on all legal and regulatory matters. Prior to joining the Company, Ms. Hills served until April 2018 as Executive Vice President, Chief Legal Officer, General Counsel and Corporate Secretary of Waddell & Reed Financial, Inc., a publicly traded asset management company located in Overland Park, Kansas. She became Executive Vice President in 2018; Chief Legal Officer, Senior Vice President and General Counsel in 2014 and Secretary in 2005 and served in various roles at Waddell including Vice President and Associate General Counsel from 2005 to 2014; Assistant General Counsel from 2002 to 2005; Assistant Secretary from 2000 to 2005 and as Compliance Officer of Waddell & Reed Investment Management Company from 1998 to 2000. Prior to joining Waddell, she was an associate with the law firm of Klenda, Mitchell, Austerman and Zuercher, LLC, a Wichita, Kansas law firm.
Peter L. Bain

Peter L. Bain,他是公司的总裁、首席执行官、OMUSH的董事,以及公司的管理团队成员,也将成为公司的董事会成员(2011年2月加入公司以来)。他负责公司业务的方方面面,包括企业战略和发展。他也公司的母公司的集团执行委员会的成员。加入公司之前,他曾担任Legg Mason公司(全球资产管理公司)的执行职务(从2000年6月到2009年3月),包括高级执行副总裁兼附属管理和企业战略主管(从2008年到2009年3月)、首席行政官(从2003年到2006年)。从2009年3月到2011年2月,他并未任职。他持有Trinity College的美国研究学士学位,在那里他曾入选美国大学优秀生全国性荣誉组织,并获得荣誉奖学金。他也获得了哈佛法学院(Harvard Law School)的法学博士学位。


Peter L. Bain, Director since 2019. Mr. Bain served as President, Chief Executive Officer and Director of OM Asset Management, a global multi-boutique asset management firm, now known as BrightSphere Investment Group from 2011 to 2017. From 2001 until 2009 he held various positions at Legg Mason, a global asset management firm, including Senior Executive Vice President from 2004 to 2009 head of affiliate management and corporate strategy from 2008 to 2009 and as chief administrative officer from 2003 to 2005. Prior to that time, he was with Berkshire Capital Securities from 1991 to 2000 where he served as Managing Director from 1995 to 2000 and earlier at Merrill Lynch & Co. in various roles from 1987 to 1990.
Peter L. Bain,他是公司的总裁、首席执行官、OMUSH的董事,以及公司的管理团队成员,也将成为公司的董事会成员(2011年2月加入公司以来)。他负责公司业务的方方面面,包括企业战略和发展。他也公司的母公司的集团执行委员会的成员。加入公司之前,他曾担任Legg Mason公司(全球资产管理公司)的执行职务(从2000年6月到2009年3月),包括高级执行副总裁兼附属管理和企业战略主管(从2008年到2009年3月)、首席行政官(从2003年到2006年)。从2009年3月到2011年2月,他并未任职。他持有Trinity College的美国研究学士学位,在那里他曾入选美国大学优秀生全国性荣誉组织,并获得荣誉奖学金。他也获得了哈佛法学院(Harvard Law School)的法学博士学位。
Peter L. Bain, Director since 2019. Mr. Bain served as President, Chief Executive Officer and Director of OM Asset Management, a global multi-boutique asset management firm, now known as BrightSphere Investment Group from 2011 to 2017. From 2001 until 2009 he held various positions at Legg Mason, a global asset management firm, including Senior Executive Vice President from 2004 to 2009 head of affiliate management and corporate strategy from 2008 to 2009 and as chief administrative officer from 2003 to 2005. Prior to that time, he was with Berkshire Capital Securities from 1991 to 2000 where he served as Managing Director from 1995 to 2000 and earlier at Merrill Lynch & Co. in various roles from 1987 to 1990.