Executive Committee: Virtus Convertible & Income Fund

Manager
Positions heldSince
George Aylward

George Aylward

61 year

Chief Executive Officer 31/12/2020
President 31/12/2020
William Bradley

William Bradley

54 year

Director of Finance/CFO 31/12/2020
Treasurer 31/12/2020
Jennifer S. Fromm

Jennifer S. Fromm

53 year

General Counsel 31/12/2021
Corporate Secretary 31/12/2021
Timothy Branigan

Timothy Branigan

50 year

Compliance Officer 30/04/2022
Nikita Thaker

Nikita Thaker

48 year

Comptroller/Controller/Auditor 31/12/2020

Composition of the Board of Directors: Virtus Convertible & Income Fund

Director
CommitteesSince
Philip McLoughlin

Philip McLoughlin

80 year

Audit Committee 02/03/2023
Governance Committee
Nominating Committee
Executive Committee Chair 22/08/2011
Executive Committee
Governance Committee Chair
Nominating Committee Chair
Deborah DeCotis

Deborah DeCotis

73 year

Audit Committee 31/12/2021
Governance Committee Chair 30/09/2021
Nominating Committee Chair 07/02/2022
Governance Committee 30/09/2019
Nominating Committee 30/09/2019
Compensation Committee Chair 07/02/2022
Brian Zino

Brian Zino

74 year

Executive Committee 31/12/2019
Governance Committee
Nominating Committee
Audit Committee Chair
Audit Committee 31/12/2021
Geraldine McNamara

Geraldine McNamara

75 year

Audit Committee
Executive Committee
Governance Committee Chair
Nominating Committee Chair
Alan Rappaport

Alan Rappaport

73 year

Audit Committee 21/07/2010
Compensation Committee 22/11/2010
Nominating Committee 22/11/2010
R. Walton

R. Walton

62 year

Director/Board Member 31/12/2021
George Aylward

George Aylward

61 year

Director/Board Member 31/12/2020
Sarah Cogan

Sarah Cogan

70 year

Director/Board Member 31/12/2018
Independent Dir/Board Member 31/12/2018
F. Drummond

F. Drummond

63 year

Director/Board Member 31/05/2015
Independent Dir/Board Member 31/05/2015

Former Officers and Directors: Virtus Convertible & Income Fund

Insider
Positions held
SinceUntil
Angela Borreggine
Angela Borreggine
General Counsel 31/03/2016 31/03/2022
Corporate Secretary 31/03/2016 31/03/2022
James Jacobson
James Jacobson
Director/Board Member 31/08/2010 31/12/2021
Independent Dir/Board Member 31/08/2010 31/12/2021
Davey Scoon
Davey Scoon
Director/Board Member 31/12/2018 30/12/2021
Chairman 31/05/2015 31/12/2018
Independent Dir/Board Member 31/05/2015 30/12/2021
Hans Kertess
Hans Kertess
Director/Board Member 31/01/2004 30/12/2021
Independent Dir/Board Member 31/01/2004 30/12/2021
Nancy Engberg
Nancy Engberg
Compliance Officer 31/12/2020 -
Bradford K. Gallagher
Bradford K. Gallagher
Director/Board Member 04/10/2010 30/12/2019
Independent Dir/Board Member 31/08/2010 30/12/2019
Douglas Eu
Douglas Eu
Director/Board Member - 20/03/2019
Independent Dir/Board Member - -
Lawrence Altadonna
Lawrence Altadonna
Comptroller/Controller/Auditor 28/02/2003 12/04/2018
Director of Finance/CFO 28/02/2003 12/04/2018
Treasurer 28/02/2003 12/04/2018
Erick R. Holt
Erick R. Holt
Director/Board Member 30/11/2017 -
Barbara Ruth Claussen
Barbara Ruth Claussen
Director/Board Member 07/10/2015 -
Independent Dir/Board Member 07/10/2015 -
James MacLeod
James MacLeod
Director/Board Member 31/05/2015 -
Independent Dir/Board Member 31/05/2015 -
Susan M. King
Susan M. King
Director/Board Member 16/12/2014 -
John Maney
John Maney
Director/Board Member 30/11/2006 16/12/2014
Julian Sluyters
Julian Sluyters
Director/Board Member 31/12/2013 -
Chief Executive Officer 31/12/2013 -
President 31/12/2013 -
Thomas L. Harter
Thomas L. Harter
Compliance Officer 31/12/2012 -
Scott Whisten
Scott Whisten
Comptroller/Controller/Auditor 12/04/2018 -
Director of Finance/CFO 12/04/2018 -
Corporate Officer/Principal 31/12/2006 12/04/2018
Treasurer 12/04/2018 -
William Ogden
William Ogden
Director/Board Member 31/08/2006 -
Independent Dir/Board Member 31/08/2006 -
Thomas J. Fuccillo
Thomas J. Fuccillo
Director/Board Member 28/02/2019 -
Chief Executive Officer - -
General Counsel 30/11/2004 -
President - -
Corporate Secretary 30/11/2004 -
Youse Guia
Youse Guia
Compliance Officer 30/09/2004 -
Brian S. Shlissel
Brian S. Shlissel
Chief Executive Officer 28/02/2003 -
President 28/02/2003 -
David Fisher
David Fisher
Director/Board Member - -

Age distribution of managers

Parity Men Women

Male11
Female5

Of which Executive Committee

Male3
Female2

Of which Directors

Male6
Female3
Logo Virtus Convertible & Income Fund
Virtus Convertible & Income Fund (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is to provide total return through a combination of capital appreciation and high current income. Under normal circumstances, the Fund invest approximately 80% of its total assets in a diversified portfolio of convertible securities and non-convertible income-producing securities. The portion of the Fund’s assets invested in convertible securities, on the one hand, and non-convertible income-producing securities, on the other and the Fund will normally invest at least 50% of its total assets in convertible securities. The Fund may invest up to 20% of its total assets in securities other than convertible securities and non-convertible income-producing securities. The Fund invests in various sectors, including airlines, auto manufacturers, banks, computers, biotechnology, among others. The Fund's investment advisor is Virtus Investment Advisers, Inc.
Employees
-

Departures of Key Persons

Davey Scoon
-
Davey Scoon

Chairman

31/05/2015 31/12/2018

Julian Sluyters
-
Julian Sluyters

Chief Executive Officer

31/12/2013 -

Thomas J. Fuccillo
-
Thomas J. Fuccillo

Chief Executive Officer

Brian S. Shlissel
-
Brian S. Shlissel

Chief Executive Officer

28/02/2003 -

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