ROSS F. KAPPELE

Corporate Board Profile

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VIRTUS INVESTMENT PARTNERS, INC.

Filing Date	Source Excerpt
2009-04-10	Mr. Kappele has served as director and President of the Guardian Group of Funds, Ltd. He is the Series B Director and has waived compensation for his services as director.
2010-04-06	Ross F. Kappele (46), Class I and Series B Director. Mr. Kappele has served as Co-President of BMO Investments Inc., the fund manager of a collection of Canadian Mutual Funds and indirect, wholly-owned subsidiary of the Bank of Montreal, since August 2009. ... Mr. Kappele brings to our Board management expertise and leadership in the financial services and asset management businesses. Mr. Kappele also has been designated as a chartered financial analyst from the CFA Institute, a global association of investment professionals headquartered in the United States, which adds to the financial expertise of our Board. ... Certain of our directors do not receive compensation. ... Messrs. Cooper, Kappele and McKee waived their right to receive any compensation for their services as directors of the Board.

Filing Date

Source Excerpt

2009-04-10

Mr. Kappele has served as director and President of the Guardian Group of Funds, Ltd. He is the Series B Director and has waived compensation for his services as director.

2010-04-06

Ross F. Kappele (46), Class I and Series B Director. Mr. Kappele has served as Co-President of BMO Investments Inc., the fund manager of a collection of Canadian Mutual Funds and indirect, wholly-owned subsidiary of the Bank of Montreal, since August 2009. ... Mr. Kappele brings to our Board management expertise and leadership in the financial services and asset management businesses. Mr. Kappele also has been designated as a chartered financial analyst from the CFA Institute, a global association of investment professionals headquartered in the United States, which adds to the financial expertise of our Board. ... Certain of our directors do not receive compensation. ... Messrs. Cooper, Kappele and McKee waived their right to receive any compensation for their services as directors of the Board.

Data sourced from SEC filings. Last updated: 2026-02-03