Geraldine McNamara

Director/Board Member at VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND

Net worth: 239 860 $ as of 2024-03-30

73 year

Miscellaneous

Finance

Active connections

Name	Gender	Age	Linked companies	Collaboration
George Aylward	M	59	VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND Virtus Strategy Trust 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. Virtus Variable Insurance Trust 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. The Merger Fund VL Virtus Investment Trust Merger Fund	18 years
Jennifer S. Fromm	F	51	VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND DNP SELECT INCOME FUND INC. DTF TAX-FREE INCOME 2028 TERM FUND INC. Virtus Strategy Trust Virtus Investment Trust The Merger Fund VL Merger Fund 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. 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. Virtus Variable Insurance Trust	11 years
William Patrick Bradley	M	52	VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND Virtus Strategy Trust 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. Virtus Variable Insurance Trust 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. Merger Fund The Merger Fund VL Virtus Investment Trust	20 years
Philip McLoughlin	M	78	VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND DNP SELECT INCOME FUND INC. DTF TAX-FREE INCOME 2028 TERM FUND INC. 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. The Merger Fund VL Merger Fund Virtus Investment Trust 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. Virtus Variable Insurance Trust Virtus Strategy Trust	28 years
Donald Burke	M	63	VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND DNP SELECT INCOME FUND INC. DTF TAX-FREE INCOME 2028 TERM FUND INC. Merger Fund The Merger Fund VL Virtus Investment Trust Virtus Variable Insurance Trust 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. Virtus Strategy Trust 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.	10 years
Brian Zino	M	72	VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND 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. Merger Fund The Merger Fund VL 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. Virtus Investment Trust Virtus Strategy Trust Virtus Variable Insurance Trust	10 years
Deborah DeCotis	F	71	VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND Virtus Variable Insurance Trust The Merger Fund VL Virtus Strategy Trust Merger Fund 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. 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. Virtus Investment Trust	13 years
F. Drummond	M	61	VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND Virtus Investment Trust Virtus Strategy Trust Virtus Variable Insurance Trust Merger Fund The Merger Fund VL 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. 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 years
Sarah Cogan	F	68	VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND Virtus Variable Insurance Trust 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. Virtus Investment Trust The Merger Fund VL Merger Fund 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. Virtus Strategy Trust	5 years
R. Walton	M	59	VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND Virtus Strategy Trust 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. The Merger Fund VL Virtus Investment Trust Merger Fund Virtus Variable Insurance Trust 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.	20 years
Connie McDaniel	F	66	VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND Virtus Investment Trust 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. The Merger Fund VL Merger Fund 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. Virtus Variable Insurance Trust Virtus Strategy Trust	7 years
John Mallin	M	74	VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND The Merger Fund VL Virtus Strategy Trust Virtus Investment Trust 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. 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. Merger Fund Virtus Variable Insurance Trust	25 years
Sidney Harris	M	75	VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND Virtus Variable Insurance Trust 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. Virtus Strategy Trust Virtus Investment Trust 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. The Merger Fund VL Merger Fund	7 years
Richard Smirl	M	56	VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND The Merger Fund VL Merger Fund	3 years
Nancy Engberg	F	68	VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND Virtus Strategy Trust Merger Fund 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. The Merger Fund VL Virtus Investment Trust 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. Virtus Variable Insurance Trust	14 years
Alan Michael Meder	M	65	DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. DNP SELECT INCOME FUND INC. DTF TAX-FREE INCOME 2028 TERM FUND INC.	24 years
William Renahan	M	55	VIRTUS GLOBAL MULTI-SECTOR INCOME FUND DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. DNP SELECT INCOME FUND INC. DTF TAX-FREE INCOME 2028 TERM FUND INC. 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.	12 years
Julia Short	F	52	VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND DUFF & PHELPS SELECT MLP AND MIDSTREAM ENERGY FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND Merger Fund The Merger Fund VL Virtus Investment Trust 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.	6 years
Nikita Thaker	F	46	VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC.	11 years
Alan Rappaport	M	71	VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS CONVERTIBLE & INCOME FUND Virtus Investment Trust	14 years
David Vitale	M	78	DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. DNP SELECT INCOME FUND INC. DTF TAX-FREE INCOME 2028 TERM FUND INC.	24 years
Roy Douglas Behren	M	63	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. The Merger Fund VL Merger Fund	13 years
Timothy Branigan	M	48	VIRTUS EQUITY & CONVERTIBLE INCOME FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS CONVERTIBLE & INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	2 years
David Grumhaus	M	58	DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. DNP SELECT INCOME FUND INC. DTF TAX-FREE INCOME 2028 TERM FUND INC.	3 years
Bruce J. Rubin	M	64	The Merger Fund VL Merger Fund 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.	14 years
Eileen Moran	M	70	DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. DNP SELECT INCOME FUND INC. DTF TAX-FREE INCOME 2028 TERM FUND INC.	28 years
James Maclay Oates	M	78	VIRTUS GLOBAL MULTI-SECTOR INCOME FUND VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. Virtus Variable Insurance Trust 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.	11 years
Barry Hamerling	M	77	The Merger Fund VL 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. Merger Fund	17 years
Richard Victor Silver	M	68	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. The Merger Fund VL Merger Fund	11 years
Mike Shannon	M	57	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. Merger Fund	13 years
Christianna Wood	F	64	The Merger Fund VL 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. Merger Fund	11 years
Mareilé Bayard-Cusack	F	66	DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. DNP SELECT INCOME FUND INC. DTF TAX-FREE INCOME 2028 TERM FUND INC.	-
James MacLeod	M	77	VIRTUS EQUITY & CONVERTIBLE INCOME FUND Virtus Investment Trust	10 years
Connie Marie Luecke	F	66	VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. DNP SELECT INCOME FUND INC.	13 years
Daniel John Petrisko	M	64	DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. DNP SELECT INCOME FUND INC. DTF TAX-FREE INCOME 2028 TERM FUND INC.	9 years
William Ogden	M	79	VIRTUS EQUITY & CONVERTIBLE INCOME FUND Virtus Investment Trust	18 years
Lawrence G. Altadonna	M	58	Virtus Strategy Trust	-
Kathleen Hegyi	F	57	DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. DNP SELECT INCOME FUND INC. DTF TAX-FREE INCOME 2028 TERM FUND INC.	2 years
Orhan Dzemaili	M	50	VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS CONVERTIBLE & INCOME FUND	13 years
Richard J. Cochran	M	63	VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND VIRTUS CONVERTIBLE & INCOME FUND	16 years
David Oliver	M	65	VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	14 years
Thomas M. Reynolds	M	64	VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	10 years
David Jonathan Scott	M	63	VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	14 years
Francis G. Waltman	M	62	Virtus Variable Insurance Trust 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.	14 years
Eric Jonathan Elvekrog	M	59	DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC.	13 years
Eunice S. Groark	F	86	Virtus Variable Insurance Trust	-
Hassell McClellan	M	79	Virtus Variable Insurance Trust	16 years
David John Griffiths	M	60	VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	14 years
Dianna P. Wengler	F	63	DTF TAX-FREE INCOME 2028 TERM FUND INC.	10 years
Debra Rubano	F	49	VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	5 years
Craig Ruckman	M	47	VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	5 years
Davey Scoon	M	78	Virtus Investment Trust	18 years
James Craige	M	57	VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	14 years
Frank E. Grzelecki	M	86	Virtus Variable Insurance Trust	-
Roger A. Gelfenbien	M	80	Virtus Variable Insurance Trust	-
Grace Fey	F	78	Virtus Variable Insurance Trust	16 years
Deborah Jackson	F	72	Virtus Variable Insurance Trust	16 years

Connections Chart

Multi-company connection

Former connections

Name	Gender	Age	Linked companies	Collaboration
Nancy Lampton	F	81	DTF TAX-FREE INCOME 2028 TERM FUND INC. DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. DNP SELECT INCOME FUND INC.	20 years
Stewart E. Conner	M	82	DTF TAX-FREE INCOME 2028 TERM FUND INC. DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. DNP SELECT INCOME FUND INC.	12 years
Clifford W. Hoffman	M	74	DNP SELECT INCOME FUND INC. DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. DTF TAX-FREE INCOME 2028 TERM FUND INC.	-
Heath B. McLendon	M	91	VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND	12 years
Glenn N. Marchak	M	68	VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND	7 years
Carl Pollard	M	85	DTF TAX-FREE INCOME 2028 TERM FUND INC. DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC.	-
Christian H. Poindexter	M	85	DTF TAX-FREE INCOME 2028 TERM FUND INC. DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC.	9 years
Robert J. Genetski	M	82	DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. DTF TAX-FREE INCOME 2028 TERM FUND INC.	10 years
Patrick J. Sheehan	M	77	VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND	12 years
Alan Brott	M	82	VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	12 years
Garrison Lickle	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	-
Peter Wilby	M	66	VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND	10 years
Donald Martin Roberts	M	75	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	16 years
Nathan Partain	M	67	DTF TAX-FREE INCOME 2028 TERM FUND INC.	-
Evelyn Dilsaver	F	68	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	3 years
Frances Sevilla-Sacasa	F	68	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	2 years
Daniel L. Erben	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	-
Alan Michael Moucha	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	5 years
Jim Rogers	M	81	VIRTUS GLOBAL DIVIDEND & INCOME FUND INC.	33 years
Scott Benesch	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	5 years
Maribeth Rahe	F	75	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	5 years
Lee Clarke	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	2 years
Steve Kistner	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	3 years
Lisa Leonard	F	60	DTF TAX-FREE INCOME 2028 TERM FUND INC.	16 years
Bruce R. Speca	M	68	VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND	6 years
John P. McDermott	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	12 years
Tim Heaney	M	-	DTF TAX-FREE INCOME 2028 TERM FUND INC.	25 years
Alan Weber	M	75	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	3 years
Earl W. White	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	2 years
John Delaplaine Britton	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	-
Steven S. Kirkpatrick	M	61	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	-
Peter Crisp	M	91	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	-
Jon Arthur Theobald	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	-
Peter Albanese	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	-
Tony Scherrer	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	1 years
Robert D. France	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	7 years
Jay Brian Springer	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	24 years
Dale R. Weigand	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	7 years
Peter Scaturro	M	64	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	2 years
Thomas Raymond Brennecke	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	3 years
Lee A. Gardella	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	11 years
John Babcock	M	66	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	3 years
Mark Douglas Altman	M	-	United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	-

Statistics

Country	Connections	% of total
United States	100	100.00%

Age of Connections

Active

Past

Male

Female

Members of the board

Executives

Origin of connections