Francis G. Waltman
Corporate Officer/Principal at Virtus Alternative Solutions Trust
Profile
Francis G.
Waltman is currently a Senior Vice President at Virtus Variable Insurance Trust, a Senior Vice President at VP Distributors LLC, and a Senior Vice President at Virtus Alternative Solutions Trust.
He previously worked as a Director at Virtus Global Funds Plc, a Principal at Shearson Lehman Bros., Inc., an Executive Vice President at Virtus Total Return Fund, Inc., the Head-Product Development at Phoenix Investment Partners Ltd., a Vice President at Pepco Holdings LLC, a Vice President & Head-Investment Product at Prudential Financial, Inc., the Head-Investment Products at Prudential Retirement, and a Principal at National Securities & Research Corp.
He also served as an Executive Vice President-Product Management at Virtus Investment Partners, Inc., a Senior Vice President at Virtus Total Return Fund, an Executive Vice President at Virtus Global Multi-Sector Income Fund, and an Executive Vice President at Duff & Phelps Select MLP & Midstream Energy Fund, Inc. Mr. Waltman holds an MBA from Fordham University and an undergraduate degree from Hofstra University.
Francis G. Waltman active positions
| Companies | Position | Start |
|---|---|---|
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. | Corporate Officer/Principal | 2012-12-31 |
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. | Corporate Officer/Principal | - |
| Virtus Variable Insurance Trust | Corporate Officer/Principal | 2009-12-31 |
Former positions of Francis G. Waltman
| Companies | Position | End |
|---|---|---|
| VIRTUS INVESTMENT PARTNERS, INC. | Corporate Officer/Principal | 2021-03-30 |
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. | Corporate Officer/Principal | 2008-11-30 |
Prudential Retirement
 Prudential Retirement Investment ManagersFinance Prudential Retirement provides retirement plan solutions for public, private and non-profit organizations. It also offers services like record keeping, administration, investment management, comprehensive employee investment education and communications. The company is located in Hartford, CT. | Corporate Officer/Principal | 2008-06-30 |
| PRUDENTIAL FINANCIAL, INC. | Corporate Officer/Principal | 2008-06-30 |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Corporate Officer/Principal | - |
Training of Francis G. Waltman
| Fordham University | Masters Business Admin |
| Hofstra University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| PRUDENTIAL FINANCIAL, INC. | Finance |
| VIRTUS INVESTMENT PARTNERS, INC. | Finance |
| Private companies | 13 |
|---|---|
| Virtus Variable Insurance Trust | Miscellaneous |
Shearson Lehman Bros., Inc.
 Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The private company is based in New York, NY. | Finance |
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 |
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 |
Pepco Holdings LLC
 Pepco Holdings LLC Electric UtilitiesUtilities Pepco Holdings LLC operates as a holding company, which engages in the provision of utilities services such as electricity and natural gas distribution through its subsidiaries. Its segments include Pepco, DPL, and ACE. The company was founded in 2000 and is headquartered in Washington, DC. | Utilities |
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. | Finance |
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 |
Prudential Retirement
Prudential Retirement Investment ManagersFinance Prudential Retirement provides retirement plan solutions for public, private and non-profit organizations. It also offers services like record keeping, administration, investment management, comprehensive employee investment education and communications. The company is located in Hartford, CT. | Finance |
| National Securities & Research Corp. | |
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 |
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 Global Funds Plc | Miscellaneous |
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