Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2011-03-31 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as CEO of an asset management company and chief investment officer of an insurance company. |
| 2012-04-03 | Chief Executive Officer of PXP 1995-2002 (Chairman 1997-2002, Director 1995-2002); Executive Vice President and Chief Investment Officer, The Phoenix Companies, Inc. 2000-2002 |
| 2013-04-03 | Partner, CrossPond Partners, LLC (investment management consultant) since 2006; Managing Director, SeaCap Partners LLC (strategic advisory firm) 2009-2010 |
| 2014-05-07 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2016-02-04 | Private investor since 2010; Partner, CrossPond Partners, LLC (investment management consultant) 2006- 2010; Managing Director, SeaCap Partners LLC (strategic advisory firm) 2009-2010 |
| 2017-01-31 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2018-01-30 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2019-01-22 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2020-01-24 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2021-01-22 | Private investor since 2010; Partner, CrossPond Partners, LLC (investment management consultant) 2006-2010; Managing Director, SeaCap Partners LLC (strategic advisory firm) 2009-2010 |
| 2022-01-19 | Private investor since 2010; Chairman of the Board, Lazard World Trust Fund 2010-2019 (Director 1991-2019) |
| 2023-01-13 | Private investor since 2010; Chairman of the Board, Lazard World Trust Fund (closed-end fund) 2010-2019; Director 1991-2019. |
| 2024-01-24 | Private investor since 2010; Chairman of the Board, Lazard World Trust Fund (closed-end fund) 2010-2019 (Director 1991-2019) |
| 2025-01-24 | Philip R. McLoughlin, Geraldine M. McNamara and David J. Vitale will be retiring from the Board at the end of the annual meeting of shareholders on March 10, 2025 (Mr. McLoughlin and Mr. Vitale are retiring pursuant to the Funds’ director retirement policy). |
| Filing Date | Source Excerpt |
|---|---|
| 2001-04-30 | Director and Chief Executive Officer (1995-present) and Chairman (1997-present), Phoenix Investment Partners, Ltd. Director (1994-present) and Executive Vice President, Investments, (1988-present) Phoenix Home Life Mutual Insurance Company. Trustee and President, Phoenix Funds (1989-present), Phoenix-Aberdeen Series Fund (1996-present), Phoenix Duff & Phelps Institutional Mutual Funds (1996-present) and Phoenix-Seneca Funds (2000-present). Director Aberdeen Asset Management plc (1986-present). Director, (1983-present) and Chairman (1995-present) Phoenix Investment Counsel, Inc. Director (1984-present) and Chairman (1990-present), Phoenix Equity Planning Corporation. Chairman and Chief Executive Officer, Phoenix/Zweig Advisers (1999-present). Director, PXRE Group (1985-present), and World Trust Fund (1991-present). Director and Executive Vice President, Phoenix Life and Annuity Company (1996-present), Director and Executive Vice President, PHL Variable Insurance Company (1995-present), and Director, Phoenix Charter Oak Trust Company (1996-present). Director, W.S. Griffith & Co. Inc. (1992-present). Director and Vice President, PM Holdings, Inc. (1985-present). |
| 2002-04-29 | Director and Chief Executive Officer (1995-present) and Chairman (1997-present), PXP. Executive Vice President and Chief Investment Officer, The Phoenix Companies, Inc. (since 2001). |
| 2003-04-25 | Consultant, The Phoenix Companies, Inc. (2002-2003). Director and Chief Executive Officer (1995-2002) and Chairman (1997-2002), PXP. Executive Vice President and Chief Investment Officer, The Phoenix Companies, Inc. (2001-2002). Director (1994-2002) and Executive Vice President, Investments (1988-2002) Phoenix Life Mutual Insurance Company. |
| 2004-04-09 | Consultant, Phoenix Investment Partners, Ltd. (2002-present). Director and Chief Executive Officer (1995-2002) and Chairman (1997-2002), PXP. Executive Vice President and Chief Investment Officer, The Phoenix Companies, Inc. (2001-2002). |
| 2005-04-15 | Consultant to Phoenix Investment Partners, Ltd. (2002-present). Director and Chief Executive Officer (1995-2002) and Chairman (1997-2002), PXP. Executive Vice President and Chief Investment Officer, The Phoenix Companies, Inc. (2001-2002). |
| 2006-04-18 | Retired investment management executive since 2004. Consultant to PXP, 2002-2004; Chief Executive Officer of PXP, 1995-2002 (Chairman 1997-2002, Director 1995-2002); Executive Vice President and Chief Investment Officer, The Phoenix Companies, Inc. 2000-2002; Executive Vice President, Investments, Phoenix Life Insurance Company, 1988-2002 |
| 2007-04-12 | Retired investment management executive since 2004. Consultant to PXP, 2002-2004; Chief Executive Officer of PXP, 1995-2002 (Chairman 1997-2002, Director 1995-2002); Executive Vice President and Chief Investment Officer, The Phoenix Companies, Inc. 2000-2002 |
| 2008-04-08 | Partner, CrossPond Partners, LLC (investment management consultant) since 2006; Consultant to PXP, 2002-2004; Chief Executive Officer of PXP, 1995-2002 (Chairman 1997-2002, Director 1995-2002); Executive Vice President and Chief Investment Officer, The Phoenix Companies, Inc. 1989-2002 |
| 2009-04-08 | Partner, CrossPond Partners, LLC (investment management consultant) since 2006; Consultant to PXP, 2002-2004; Chief Executive Officer of PXP, 1995-2002; Executive Vice President and Chief Investment Officer, The Phoenix Companies, Inc. 1989-2002. |
| 2010-03-31 | Mr. McLoughlin has over 38 years of experience in the asset management industry. He is the former Chairman and Chief Executive Officer of PXP (a predecessor of Virtus) and a former Chief Investment Officer of The Phoenix Companies, Inc. During his tenure in those positions, PXP offered over 40 mutual funds, wrap programs, individually managed accounts and institutional investment management services for endowments, insurance companies and multi-employer retirement funds. |
| 2011-03-31 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as CEO of an asset management company and chief investment officer of an insurance company. |
| 2012-04-03 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as CEO of an asset management company and chief investment officer of an insurance company. |
| 2013-04-03 | Partner, CrossPond Partners, LLC (investment management consultant) since 2006; Managing Director, SeaCap Partners LLC (strategic advisory firm) 2009-2010 |
| 2014-05-07 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2015-05-07 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2016-02-04 | Private investor since 2010; Partner, CrossPond Partners, LLC (investment management consultant) 2006- 2010; Managing Director, SeaCap Partners LLC (strategic advisory firm) 2009-2010 |
| 2017-01-31 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2018-01-30 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2019-01-22 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2020-01-24 | Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy gained from his experience as chief executive officer of an asset management company and chief investment officer of an insurance company. |
| 2021-01-12 | Private investor since 2010; Partner, CrossPond Partners, LLC (investment management consultant) 2006-2010; Managing Director, SeaCap Partners LLC (strategic advisory firm) 2009-2010 |
| 2022-01-19 | Private investor since 2010; Chairman of the Board, Lazard World Trust Fund (closed-end fund; f/k/a The World Trust Fund) 2010-2019 (Director 1991-2019) |
| 2023-01-13 | Private investor since 2010; Chairman of the Board, Lazard World Trust Fund (closed-end fund) 2010-2019; Director 1991-2019; Mr. McLoughlin was selected to serve on the Board because of his understanding of asset management and mutual fund operations and strategy. |
| 2024-01-24 | Private investor since 2010; Chairman of the Board, Lazard World Trust Fund (closed-end fund) 2010-2019 (Director 1991-2019) |
| 2025-01-24 | Director of DNP since 2009, of DPG since 2011 and of DTF since 1996; no technical or programming skills mentioned. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-20 | Consultant, The Phoenix Companies, Inc. (2002-present). Director, PXRE Corporation (Delaware) (1985-present), World Trust Fund (1991-present). Chairman (1997-2002), Director (1995-2002), Vice Chairman (1995-1997) and Chief Executive Officer (1995-2002), Phoenix Investment Partners, Ltd. Director, Executive Vice President and Chief Investment Officer, The Phoenix Companies, Inc. (2001-2002). Director (1994-2002) and Executive Vice President, Investments (1988-2002), Phoenix Life Insurance Company. Director (1983-2002) and Chairman (1995-2002), Phoenix Investment Counsel, Inc. Director (1984-2002) and President (1990-2000), Phoenix Equity Planning Corporation. Chairman and Chief Executive Officer, Phoenix/Zweig Advisers LLC (1999-2002). Director and President, Phoenix Investment Management Company (2001-2002). Director and Executive Vice President, Phoenix Life and Annuity Company (1996-2002). Director and Executive Vice President, PHL Variable Insurance Company (1995-2002). Director, Phoenix National Trust Company (1996-2002). Director and Vice President, PM Holdings, Inc. (1985-2002). Director, PHL Associates, Inc. (1995-2002). Director (1992-2002) and President (1992-1994), WS Griffith Securities, Inc. |
| 2016-10-17 | Philip R. McLoughlin. Mr. McLoughlin has extensive knowledge regarding asset management and the financial services industry, having served for a number of years in various executive and director positions of the company that is now Virtus and its affiliates, culminating in his role as Chairman and Chief Executive Officer. He also served as legal counsel and Chief Compliance Officer to the investment companies associated with those companies at the time, giving him an understanding of the legal and compliance issues applicable to mutual funds. |
| 2017-04-28 | Mr. McLoughlin has an extensive legal, financial and asset management background. In 1971, he joined Phoenix Investment Partners, Ltd. (then, Phoenix Equity Planning Corp.), the predecessor of Virtus Investment Partners, Inc., as Assistant Counsel with responsibility for various compliance and legal functions. During his tenure, Mr. McLoughlin assumed responsibility for most functions in the firm’s advisory, broker-dealer and fund management operations, and eventually ascended to the role of President. |
| 2018-04-17 | Mr. McLoughlin has an extensive legal, financial and asset management background. In 1971, he joined Phoenix Investment Partners, Ltd. ... |
| 2019-04-16 | Philip R. McLoughlin. Mr. McLoughlin has an extensive legal, financial and asset management background. In 1971, he joined Phoenix Investment Partners, Ltd. ... |
| 2020-04-07 | Legal, financial and asset management background; former CEO and General Counsel. |
| 2021-04-09 | Mr. McLoughlin has an extensive legal, financial and asset management background. |
| 2022-04-12 | Extensive legal, financial and asset management background. Formerly General Counsel and Chief Investment Officer of Phoenix Mutual Life Insurance Company. |
| 2023-04-11 | Mr. McLoughlin has an extensive legal, financial and asset management background. He served as General Counsel and Chief Investment Officer of Phoenix Mutual Life Insurance Company and CEO of Phoenix Investment Partners. |
| 2024-04-09 | Private investor since 2010. Formerly Chief Executive Officer and General Counsel of Phoenix Investment Partners, Ltd. |
Data sourced from SEC filings. Last updated: 2025-08-30