Nancy Engberg
Compliance Officer at VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND
Network origin in Nancy Engberg first degree
Entity | Entity type | Industry | |
---|---|---|---|
Public Company | Investment Managers | 44 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 22 | |
Virtus Variable Insurance Trust
22
| Umbrella Fund | Investment Trusts/Mutual Funds | 22 |
Merger Fund
22
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 22 |
The Merger Fund VL
21
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 21 |
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.
21
| Umbrella Fund | Investment Trusts/Mutual Funds | 21 |
Extinct | Investment Trusts/Mutual Funds | 20 | |
Virtus Investment Trust
19
| Umbrella Fund | Investment Trusts/Mutual Funds | 19 |
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.
18
| Umbrella Fund | Investment Trusts/Mutual Funds | 18 |
Subsidiary | Life/Health Insurance | 16 | |
Extinct | Investment Trusts/Mutual Funds | 15 | |
Virtus Strategy Trust
15
| Umbrella Fund | Investment Trusts/Mutual Funds | 15 |
VP Distributors LLC
VP Distributors LLC Investment Banks/BrokersFinance Part of Virtus Investment Partners, Inc., VP Distributors LLC provides broker-dealer services. The private company is based in Greenfield, MA.
3
| Subsidiary | Investment Banks/Brokers | 3 |
Virtus ETF Trust II
2
| Umbrella Fund | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Nancy Engberg via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | President Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member General Counsel Corporate Officer/Principal General Counsel Treasurer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member General Counsel Corporate Officer/Principal General Counsel Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director of Finance/CFO Chief Executive Officer Director/Board Member Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Director/Board Member Director/Board Member General Counsel Director/Board Member General Counsel Comptroller/Controller/Auditor Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director of Finance/CFO Chief Executive Officer Director/Board Member Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Chairman Director/Board Member General Counsel Director/Board Member General Counsel Comptroller/Controller/Auditor Corporate Officer/Principal Compliance Officer | |
VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director of Finance/CFO Chief Executive Officer Director/Board Member Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member General Counsel Director/Board Member General Counsel Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
VIRTUS CONVERTIBLE & INCOME FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Chief Executive Officer Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Chairman Director/Board Member General Counsel Director/Board Member General Counsel Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Director/Board Member Independent Dir/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Director/Board Member General Counsel Director/Board Member General Counsel Corporate Officer/Principal Compliance Officer | |
VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Compliance Officer | |
VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO President Director/Board Member Corporate Officer/Principal Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Chairman Director/Board Member General Counsel Director/Board Member General Counsel Comptroller/Controller/Auditor Corporate Officer/Principal Compliance Officer | |
VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Compliance Officer | |
Virtus Dividend Interest & Premium Strategy Fund | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Compliance Officer Corporate Officer/Principal Director/Board Member Corporate Secretary Corporate Officer/Principal | |
PIMCO INCOME STRATEGY FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PCM FUND INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PIMCO STRATEGIC INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PIMCO GLOBAL STOCKSPLUS & INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PIMCO DYNAMIC INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PIMCO INCOME STRATEGY FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PIMCO CORPORATE & INCOME STRATEGY FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PIMCO CORPORATE & INCOME OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PIMCO NEW YORK MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PIMCO MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
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. | Financial Conglomerates | Corporate Officer/Principal President Director of Finance/CFO Director/Board Member Corporate Officer/Principal Director/Board Member Chief Tech/Sci/R&D Officer | |
PIMCO NEW YORK MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PIMCO MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PIMCO HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PIMCO NEW YORK MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PIMCO CALIFORNIA MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
PIMCO CALIFORNIA MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Corporate Officer/Principal Chairman Director/Board Member Director/Board Member | |
Virtus Allianzgi Closed-End Funds | Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | ||
DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member Corporate Secretary | |
Stanford University | College/University | Director/Board Member Masters Business Admin Corporate Officer/Principal Undergraduate Degree Graduate Degree | |
PIMCO CALIFORNIA MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Chairman Director/Board Member Director/Board Member | |
PIMCO MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Chairman Director/Board Member Director/Board Member | |
University of Connecticut | College/University | Chairman Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Compliance Officer Director/Board Member Corporate Secretary | |
Allianz Global Investors Fund Management LLC
Allianz Global Investors Fund Management LLC Investment Banks/BrokersFinance Allianz Global Investors Fund Management LLC is a registered investment advisor and fund distributor located in New York City. The firm is a subsidiary of Allianz Global Investors US Holdings, Inc. and their ultimate parent is Allianz SA. They were formerly known as PA Fund Management LLC. Allianz Global Investors Fund Management provides services primarily to investment companies. | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
THE KOREA FUND, INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Officer/Principal Director of Finance/CFO General Counsel |
Statistics
International
United States | 50 |
Morocco | 2 |
Sectoral
Miscellaneous | 45 |
Finance | 4 |
Consumer Services | 3 |
Operational
Director/Board Member | 924 |
Corporate Officer/Principal | 372 |
Independent Dir/Board Member | 369 |
President | 196 |
Chairman | 154 |
Most connected contacts
Insiders | |
---|---|
Donald Burke | 152 |
Deborah DeCotis | 72 |
Alan Rappaport | 67 |
Deborah Jackson | 57 |
Sarah Cogan | 53 |
George Aylward | 49 |
William Ogden | 49 |
Philip McLoughlin | 46 |
James Maclay Oates | 46 |
Hassell McClellan | 44 |
Lawrence G. Altadonna | 42 |
R. Walton | 42 |
Richard J. Cochran | 42 |
Grace Fey | 38 |
Jim Rogers | 36 |
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