Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2025-01-24 | George R. Aylward Age: 60 Director Nominee for a term expiring 2028; Director since September 2024 President and Chief Executive Officer of Virtus Investment Partners, Inc. and/or certain of its subsidiaries; and various senior officer positions with Virtus affiliates since 2005 Mr. Aylward was selected to serve on the Board because of his extensive knowledge in all aspects of the development and management of registered investment companies, and the handling of various financial, staffing, regulatory and operational issues, including as president and chief executive officer of a major multi-asset asset management company. |
| Filing Date | Source Excerpt |
|---|---|
| 2025-01-24 | George R. Aylward Age: 60 Director Nominee for a term expiring 2028; Director since September 2024 President and Chief Executive Officer of Virtus Investment Partners, Inc. and/or certain of its subsidiaries; and various senior officer positions with Virtus affiliates since 2005 Mr. Aylward was selected to serve on the Board because of his extensive knowledge in all aspects of the development and management of registered investment companies, and the handling of various financial, staffing, regulatory and operational issues, including as president and chief executive officer of a major multi-asset asset management company. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-09-15 | Appendix B - Principal Executive Officers and Directors of Virtus: George R. Aylward - Director, President and Chairman |
| 2021-06-08 | Mr. Aylward is a certified public accountant and holds an MBA, and he also serves as an officer and director/trustee of several open-end and closed-end funds managed by the Adviser and its affiliates. |
| 2022-05-31 | George R. Aylward. In addition to his positions with each Fund, Mr. Aylward is a Director and the President and Chief Executive Officer of Virtus Investment Partners, Inc., the ultimate parent company of the Adviser. He also holds various executive positions with the Adviser, NFJ Group, and various of their affiliates, and previously held such positions with the former parent company of Virtus. He therefore has experience in all aspects of the development and management of registered investment companies, and the handling of various financial, staffing, regulatory and operational issues. Mr. Aylward is a certified public accountant and holds an MBA, and he also serves as an officer and director/trustee of several open-end and closed-end funds managed by the Adviser and its affiliates. |
| 2022-08-04 | Name of Trustee George R. Aylward Dollar Range of Equity Securities in AIO $50,001–$100,000 ... Interested Trustee section listing trustees and their share ownership. |
| 2023-04-11 | George R. Aylward. Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; and various senior officer positions with Virtus affiliates (since 2005). He therefore has experience in all aspects of the development and management of registered investment companies, and the handling of various financial, staffing, regulatory and operational issues. |
| 2024-04-09 | Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries. |
| 2025-04-08 | Mr. Aylward is a certified public accountant and holds an MBA, and he also serves as an officer and director/trustee of open-end and closed-end funds managed by the Adviser and its affiliates. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-09-15 | Appendix B: Principal Executive Officers and Directors of Virtus - George R. Aylward, Director, President and Chairman |
| 2021-06-08 | Mr. Aylward is a certified public accountant and holds an MBA, and he also serves as an officer and director/trustee of several open-end and closed-end funds managed by the Adviser and its affiliates. |
| 2022-05-31 | Mr. Aylward is a certified public accountant and holds an MBA, and he also serves as an officer and director/trustee of several open-end and closed-end funds managed by the Adviser and its affiliates. |
| 2022-08-04 | Name of Trustee Interested Trustee George R. Aylward $50,001 – $100,000 $10,001 – $50,000 $10,001 – $50,000 None |
| 2023-04-11 | George R. Aylward. Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; and various senior officer positions with Virtus affiliates (since 2005). He therefore has experience in all aspects of the development and management of registered investment companies, and the handling of various financial, staffing, regulatory and operational issues. |
| 2024-04-09 | Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; and various senior officer positions with Virtus affiliates (since 2005). |
| 2025-04-08 | Mr. Aylward is a certified public accountant and holds an MBA, and he also serves as an officer and director/trustee of open-end and closed-end funds managed by the Adviser and its affiliates. |
| Filing Date | Source Excerpt |
|---|---|
| 2020-09-15 | Appendix B: Principal Executive Officers and Directors of Virtus - George R. Aylward, Director, President and Chairman |
| 2021-06-08 | George R. Aylward. Mr. Aylward is a Director and the President and Chief Executive Officer of Virtus Investment Partners, Inc. He is a certified public accountant and holds an MBA. |
| 2022-05-31 | Mr. Aylward is a Director and the President and Chief Executive Officer of Virtus Investment Partners, Inc. He is a certified public accountant and holds an MBA. |
| 2022-08-04 | Name of Trustee George R. Aylward |
| 2023-04-11 | Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; and various senior officer positions with Virtus affiliates (since 2005). |
| 2024-04-09 | Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; and various senior officer positions with Virtus affiliates. |
| 2025-04-08 | Mr. Aylward is a certified public accountant and holds an MBA, and he also serves as an officer and director/trustee of open-end and closed-end funds managed by the Adviser and its affiliates. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-04-10 | Mr. Aylward is President and Chief Executive Officer. Mr. Aylward was Senior Executive Vice President and President, Asset Management, of PNX from February 2007 to December 31, 2008. He has served as President of the Company since November 6, 2006. Mr. Aylward also serves as a trustee of the Virtus Mutual Funds and as Chairman of the Zweig Fund, Inc. and the Zweig Total Return Fund, Inc. |
| 2011-03-16 | Mr. Aylward is President and Chief Executive Officer and has held those positions since January 1, 2009, when the Company became an independent public company. He has served as President of the Company since November 6, 2006. Mr. Aylward joined Phoenix Investment Partners, Inc. ("PXP"), the majority owned asset management subsidiary of The Phoenix Companies, Inc. ("PNX") and predecessor to the Company, in 1996. Mr. Aylward also served as President, Asset Management, and Senior Executive Vice President of PNX from February 2007 to December 31, 2008 and as Executive Vice President, Asset Management of PNX from November 6, 2006 to February 2007. Mr. Aylward also served as Senior Vice President and Chief Operating Officer, Asset Management, of PNX from 2004 through 2006, and as Chief of Staff to the Chairman, President and Chief Executive Officer of PNX, from 2002 through 2004. Mr. Aylward also served in several senior financial positions at PXP prior to 2002. Since 2006, Mr. Aylward has served as President and Trustee of the Virtus Mutual Funds, having been Executive Vice President from 2004 to 2006, and as Chairman, President and CEO of the Zweig Fund, Inc. and the Zweig Total Return Fund, Inc., two affiliated closed-end funds. Mr. Aylward brings to our Board demonstrated leadership, extensive knowledge regarding the asset management and financial services industry, and superior skills as our Chief Executive Officer. |
| 2012-04-02 | Certain of our directors do not receive compensation. Mr. Aylward, our Chief Executive Officer, does not receive any compensation for his services as a director. |
| 2014-04-03 | Mr. Aylward is President and Chief Executive Officer and has held those positions since January 1, 2009, when the Company became an independent public company. He has served as President of the Company since November 6, 2006. |
| 2017-04-05 | Mr. Aylward is President and CEO and has held those positions since January 1, 2009, when the Company became an independent public company. He has served as President of the Company since November 6, 2006. Mr. Aylward joined Phoenix Investment Partners, Inc. ("PXP"), the majority owned asset management subsidiary of The Phoenix Companies, Inc. ("PNX") and predecessor to the Company, in 1996. Mr. Aylward served as President, Asset Management, and Senior Executive Vice President of PNX from February 2007 to December 31, 2008 and as Executive Vice President, Asset Management, of PNX from November 6, 2006 to February 2007. Mr. Aylward served as Senior Vice President and Chief Operating Officer, Asset Management, of PNX from 2004 through 2006, and as Chief of Staff to the Chairman, President and CEO of PNX from 2002 through 2004. Mr. Aylward also served in several senior financial positions at PXP prior to 2002. Since 2006, Mr. Aylward has served as President and Trustee of the Virtus Mutual Funds, having been Executive Vice President from 2004 to 2006; President (since 2010) and Trustee (since 2012) of the Virtus Variable Insurance Trust; Director of the Virtus Global Funds, plc since 2013; Trustee and President of the Virtus Global Multi-Sector Income Fund since 2011 and the Virtus Total Return Fund Inc., since 2006; Trustee and President of the Virtus Alternative Solutions Trust, since 2013; Director of the Duff & Phelps Select Energy MLP Fund, Inc., since 2014; Chairman and Trustee of Virtus ETF Trust II, since 2015; and Director, President and CEO of the Virtus Global Dividend & Income Fund, since 2006. Mr. Aylward brings to our Board demonstrated leadership, extensive knowledge regarding the asset management and financial services industries, and superior skills as our CEO. |
| 2019-04-04 | GEORGE R. AYLWARD (54), Class III, Director since 2008. Mr. Aylward is our President and CEO and has held those positions since January 1, 2009, when the Company became an independent public company. ... Mr. Aylward brings to our Board demonstrated leadership, extensive knowledge regarding the asset management and financial services industries, and superior skills as our CEO. |
| 2020-04-06 | George R. Aylward (55), Class III, Director since 2008. Mr. Aylward is our President and CEO and has held those positions since January 1, 2009, when the Company became an independent public company. |
| 2021-03-31 | Mr. Aylward is our President and CEO and has held those positions since January 1, 2009. ... Mr. Aylward brings to our Board demonstrated leadership, extensive knowledge regarding the asset management and financial services industries, and superior skills as our CEO. ... The following table provides compensation information for our NEOs. ... George R. Aylward Total compensation in 2020 was $8,005,917. |
| 2022-04-06 | George R. Aylward (57), Class III, Director since 2008. Mr. Aylward is our President and CEO. ... Summary Compensation Table shows total compensation of $8,614,966 in 2021. |
| 2023-04-05 | George R. Aylward (58), Class III, Director since 2008. Mr. Aylward has served as President of the Company since November 6, 2006 and has been our President and CEO since January 1, 2009, when the Company became an independent public company. ... Mr. Aylward brings to our Board demonstrated leadership, extensive knowledge of and experience in the asset management and financial services industries, and superior executive management and financial skills as our CEO. |
| 2024-04-03 | GEORGE R. AYLWARD (59), Director since 2008. Mr. Aylward has served as President of the Company since November 6, 2006 and has been our President and CEO since January 1, 2009. ... The CEO does not receive director compensation because he is compensated in his role as CEO. ... Summary Compensation Table shows total compensation for George R. Aylward in 2023 as $6,616,500. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-03-28 | George R. Aylward 56 Prospect Street Hartford, CT 06115 Director, Chairman of the Board and PresidentDOB: 8/17/64 Term: Until 2007. Served since: 2006 for ZF and ZTR. Senior Vice President and Chief Operating Officer, Asset Management, The Phoenix Companies, Inc. (2004-present); ... Compensation Table: George R. Aylward 6 Interested Director and President ZF-$0 ZTR-$0 Total Compensation $0. |
| 2008-03-28 | George R. Aylward -- ZF-$0 $0 $0 $0 Interested Director ZTR-$0 and President |
| 2009-02-25 | George R. Aylward YOB: 1964 Director, Chairman of the Board and President Term: Until 2010. Served since: 2006 for ZF and ZTR. Director, President and Chief Executive Officer (since 2008), ... Chairman, President and Chief Executive Officer, The Zweig Fund, Inc. and The Zweig Total Return Fund, Inc. (2006-present). COMPENSATION TABLE: George R. Aylward—Interested Director and President ZF—$0 ZTR—$0 Total $0. |
| 2009-08-28 | GEORGE R. AYLWARD, Chairman of the Board and President of The Zweig Total Return Fund, Inc. |
| 2010-04-01 | George R. Aylward (YOB: 1964; Term: until 2010; Number of Portfolios in Fund Complex Overseen: 2) has served on the Board of Directors for both ZF and ZTR since 2006. Mr. Aylward has served as President, Chairman of the Board and Chief Executive Officer to the Funds since 2006. During the year ended December 31, 2009, ZF paid Directors' fees aggregating $0 and ZTR paid Directors' fees aggregating $0 to Mr. Aylward. |
| 2011-04-07 | George R. Aylward (YOB: 1964; Term: until 2013; Number of Portfolios in Fund Complex Overseen: 2) has served on the Board of Directors for both ZF and ZTR since 2006. Mr. Aylward has served as Chairman of the Board, President and Chief Executive Officer to the Funds since 2006. During the year ended December 31, 2010, ZF and ZTR paid no Directors' fees to Mr. Aylward. |
| 2012-03-29 | George R. Aylward (YOB: 1964; Term: until 2013; Number of Portfolios in Fund Complex Overseen: 2) has served on the Board of Directors for both ZF and ZTR since 2006. Mr. Aylward has served as Chairman of the Board, President and Chief Executive Officer to the Funds since 2006. ... Set forth below is the compensation paid by ZF and ZTR to current Directors for the year ended December 31, 2011. ... George R. Aylward—Interested Director and President ZF—$0 ZTR—$0 ... Total Compensation From the Fund and Fund Complex Paid to Directors $0 |
| 2013-04-04 | George R. Aylward*, 100 Pearl Street, Hartford, CT 06103, YOB: 1964 Chairman of the Board, President and Chief Executive Officer Term: Until 2016; Served Since 2006 Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; various senior officer positions with Virtus affiliates (since 2005) George R. Aylward has served on the Board of Directors for both ZF and ZTR since 2006. Mr. Aylward has served as Chairman of the Board, President and Chief Executive Officer to the Funds since 2006. |
| 2014-04-08 | George R. Aylward 100 Pearl Street, Hartford, CT 06103 YOB: 1964 Chairman of the Board, President and Chief Executive Officer Term: Until 2016; Served since 2006 Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; various senior officer positions with Virtus affiliates (since 2005) COMPENSATION TABLE George R. Aylward –Interested Director and President ZF-$0 ZTR-$0 Total Compensation $0 |
| 2015-04-23 | George R. Aylward 100 Pearl Street, Hartford, CT 06103 YOB: 1964 Chairman of the Board, President and Chief Executive Officer Term: Until 2016; Served since: 2006 ... Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. ... COMPENSATION TABLE ... George R. Aylward – Interested Director and President ... ZF-$0 ZTR-$0 ... Total Compensation From the Fund and Fund Complex Paid to Directors $0 |
| 2016-04-20 | George R. Aylward, YOB: 1964 Interested Director and President ZF-$0 ZTR-$0 Chairman of the Board and President |
| 2016-10-17 | George R. AylwardYear of Birth: 1964 Director, Chairman, President and Chief Executive Officer Term: Until 2019; Served since: 2006 Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; and various senior officer positions with Virtus affiliates (since 2005) Trustee, Various Virtus-affiliated Mutual and Closed-End Funds Mr. Aylward is an “interested person” as defined in the 1940 Act, by reason of his position as President and Chief Executive Officer of Virtus Investment Partners, Inc. (“Virtus”), the ultimate parent company of VIA, and various positions with its affiliates. |
| 2017-04-28 | George R. Aylward*Year of Birth: 1964 Director, President and Chief Executive Officer Director of ZF and ZTR since 2006, term expires at the 2019 annual meeting Director of DSE since 2014 and VGI since 2011, term expires at 2018 Annual Meeting Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; various senior officer positions with Virtus affiliates (since 2005). Trustee (since 2006), Virtus Mutual Funds (50 portfolios); Trustee (since 2012) and President (since 2010), Virtus Variable Insurance Trust (9 portfolios); Director (since 2013), Virtus Global Funds, PLC (2 portfolios); Trustee (since 2013), Virtus Alternative Solutions Trust (4 portfolios); and Chairman and Trustee (since 2015), Virtus ETF Trust II. Mr. Aylward is an “interested person” as defined in the 1940 Act, by reason of his position as President and Chief Executive Officer of Virtus Investment Partners, Inc. (“Virtus”), the ultimate parent company of the Adviser, and various positions with its affiliates. |
| 2018-04-17 | George R. Aylward*Year of Birth: 1964 Director, President and Chief Executive Officer Class II Director of ZF and ZTR since 2006, term expires at the 2019 Annual Meeting Class III Director of DSE since 2014 and VGI since 2011, term expires at 2018 Annual Meeting Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; various senior officer positions with Virtus affiliates (since 2005) |
| 2019-04-16 | George R. Aylward*Year of Birth: 1964 Director, President and Chief Executive Officer Class II Director of ZF and ZTR since 2006, nominee for terms expiring at the 2022 Annual Meeting Class III Director of DSE since 2014 and VGI since 2011, terms expire at 2021 Annual Meeting Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; various senior officer positions with Virtus affiliates (since 2005) Mr. Aylward is an “interested person” as defined in the 1940 Act by reason of his position as President and Chief Executive Officer of Virtus Investment Partners, Inc. (“Virtus”), the ultimate parent company of the Adviser, and various positions with its affiliates. |
| 2021-04-09 | George R. Aylward. In addition to his positions with the Fund, Mr. Aylward is a Director and the President and Chief Executive Officer of Virtus Investment Partners, Inc., the ultimate parent company of the Adviser. He also holds various executive positions with the Adviser, the Funds’ subadvisers, and various of their affiliates, and previously held such positions with the former parent company of Virtus. He therefore has experience in all aspects of the development and management of registered investment companies, and the handling of various financial, staffing, regulatory and operational issues. Mr. Aylward is a certified public accountant and holds an MBA, and he also serves as an officer and director/trustee of several open-end and closed-end funds managed by the Adviser and its affiliates. |
| 2022-04-12 | George R. Aylward. YOB: 1964. Class III Trustee of VGI since 2011, term expires 2024. Class II Director of ZTR since 2006, nominee for term expiring 2025. Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; various senior officer positions with Virtus affiliates (since 2005). Trustee (since 2022), Virtus Stone Harbor Emerging Markets Income Fund and Virtus Stone Harbor Emerging Markets Total Income Fund; Member, Board of Governors of the Investment Company Institute (since 2021). |
| 2023-04-11 | George R. Aylward. YOB: 1964. Class III Trustee of AIO since 2021, term expires at the 2025 Annual Meeting. Class III Trustee of CBH since 2021, nominee for term expiring 2026. Class II Trustee of NCV since 2021, nominee for term expiring 2026. Class II Trustee of NCZ since 2021, nominee for term expiring 2026. Class II Trustee of ACV since 2021, nominee for term expiring 2026. Class II Trustee of NFJ since 2021, term expires. Director, President and Chief Executive Officer (since 2008), Virtus Investment Partners, Inc. and/or certain of its subsidiaries; and various senior officer positions with Virtus affiliates (since 2005). Compensation: Interested Trustee does not receive compensation from the Funds or other funds in the Fund Complex. |
| 2025-04-08 | George R. Aylward. In addition to his positions with each Fund, Mr. Aylward is a Director and the President and Chief Executive Officer of Virtus Investment Partners, Inc., the ultimate parent company of the Adviser. He also has held various executive positions with the Adviser, Newfleet, Stone Harbor, Duff & Phelps and NFJ Group, and various of their affiliates, and previously held such positions with the former parent company of Virtus. He therefore has experience in all aspects of the development and management of registered investment companies, and the handling of various financial, staffing, regulatory and operational issues. Mr. Aylward is a certified public accountant and holds an MBA, and he also serves as an officer and director/trustee of open-end and closed-end funds managed by the Adviser and its affiliates. |
Data sourced from SEC filings. Last updated: 2026-02-03