George Aylward
Chief Executive Officer at VIRTUS EQUITY & CONVERTIBLE INCOME FUND
Net worth: 65 M $ as of 2024-03-30
Network origin in George Aylward first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Investment Managers | 45 | |
The University of Connecticut Foundation, Inc.
42
| Foundation/Endowment | Investment Trusts/Mutual Funds | 42 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 32 | |
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds.
27
| Subsidiary | Investment Managers | 27 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 26 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 25 | |
University of Connecticut
25
| College/University | Other Consumer Services | 25 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 25 | |
| Subsidiary | Life/Health Insurance | 24 | |
Merger Fund
22
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 22 |
Virtus Variable Insurance Trust
22
| Umbrella Fund | Investment Trusts/Mutual Funds | 22 |
| Extinct | Investment Trusts/Mutual Funds | 21 | |
The Merger Fund VL
21
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 21 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 21 | |
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.
21
| Umbrella Fund | Investment Trusts/Mutual Funds | 21 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 20 | |
| Extinct | Investment Trusts/Mutual Funds | 20 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 20 | |
Virtus Investment Trust
19
| Umbrella Fund | Investment Trusts/Mutual Funds | 19 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
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
| Umbrella Fund | Investment Trusts/Mutual Funds | 18 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
| Extinct | Investment Trusts/Mutual Funds | 16 | |
Virtus Strategy Trust
15
| Umbrella Fund | Investment Trusts/Mutual Funds | 15 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
Pricewaterhouse LLP
15
| Extinct | Miscellaneous Commercial Services | 15 |
Ceredex Value Advisors LLC
 Ceredex Value Advisors LLC Investment ManagersFinance Ceredex Value Advisors LLC (Ceredex) is a SEC-registered investment adviser headquartered in Orlando, Florida. The firm was founded in 2008 and is a wholly-owned subsidiary of Virtus Partners, Inc. (VPI), which is wholly-owned by Virtus Investment Partners, Inc. (Virtus) (NASDAQ: VRTS). Ceredex manages assets for institutional and individual clients through separately managed accounts and subadvisory relationships that include mutual funds, collective investment trusts, and offshore funds (UCITS).
11
| Subsidiary | Investment Managers | 11 |
Virtus Dividend Interest & Premium Strategy Fund
11
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 |
NFJ Investment Group LLC
 NFJ Investment Group LLC Investment ManagersFinance NFJ Investment Group LLC (NFJ) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and is a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). NFJ provides discretionary and non-discretionary investment management or sub-advisory services to institutional clients and non-institutional clients principally through separate accounts, wrap fee programs and a variety of commingled funds and SEC registered closed-end investment companies.
9
| Subsidiary | Investment Managers | 9 |
Phoenix Investment Partners Ltd.
 Phoenix Investment Partners Ltd. Investment ManagersFinance Phoenix Investment Partners Ltd. provides investment management services. The firm provides institutional investment management services to corporations, public and pension funds, endowments, foundations and insurance companies. The company was founded in 1969 and is headquartered in Hartford, CT.
8
| Extinct | Investment Managers | 8 |
Goodwin Capital Advisers, Inc.
 Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients.
7
| Subsidiary | Investment Managers | 7 |
Virtus Allianzgi Closed-End Funds
6
| Private Company | 6 | |
Virtus Fund Advisers LLC
 Virtus Fund Advisers LLC Investment ManagersFinance Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients.
6
| Subsidiary | Investment Managers | 6 |
Silvant Capital Management LLC
 Silvant Capital Management LLC Investment ManagersFinance Silvant Capital Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a 100% owned subsidiary of Virtus Fund Advisers LLC, which was formerly known as RidgeWorth Capital Management LLC prior to the acquisition of RidgeWorth by Virtus Investment Partners, Inc. on June 1, 2017. Virtus Fund Advisers is an investment adviser registered with the SEC and is also a money management holding company. Virtus Fund Advisers is a wholly-owned subsidiary of Virtus Intermediate Holdings LLC, which is wholly owned by Virtus Partners, Inc., whose parent company is Virtus Investment Partners, Inc. Prior to 2008, Silvant was known as the Growth Equity division of Trusco Capital Management, Inc., which became RidgeWorth in 2008.
6
| Subsidiary | Investment Managers | 6 |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.
4
| Non-Profit Organization | Miscellaneous Commercial Services | 4 |
Phoenix Capital, Inc.
 Phoenix Capital, Inc. Financial ConglomeratesFinance Phoenix Capital, Inc. is a mortgage banking advisor, which provides mortgage servicing rights analytics, transactions, and advisory services. The company was founded by Brett Schaffer and Tim Horacek in 1996 and is headquartered in Denver, CO.
4
| Private Company | Financial Conglomerates | 4 |
Rampart Investment Management Co. LLC
 Rampart Investment Management Co. LLC Investment ManagersFinance Rampart Investment Management Co. LLC (RIM) is a registered investment advisor headquartered in Hartford, Connecticut and was founded in 1983. The firm is a subsidiary of Virtus Partners, Inc. and their ultimate parent is Virtus Investment Partners, Inc. (NASDAQ: VRTS). RIM provides advisory services to individuals; high-net worth individuals; tax exempt institutions; pension and profit sharing plans (other than plan participants); corporations or other businesses; and mutual funds.
4
| Extinct | Investment Managers | 4 |
Virtus AllianzGI Smart Cities Fund Inc.
 Virtus AllianzGI Smart Cities Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Smart Cities Fund Inc. operates as a mutual fund closed-end investment trust. The company is headquartered in Greenfield, MA.
2
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 2 |
Virtus ETF Trust II
2
| Umbrella Fund | 2 | |
Virtus Global Funds Plc
1
| Umbrella Fund | Investment Trusts/Mutual Funds | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to George Aylward via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member Chief Investment Officer Corporate Secretary | |
| THE KOREA FUND, INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO General Counsel Corporate Officer/Principal Director of Finance/CFO General Counsel | |
| PCM FUND INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
| RidgeWorth Funds | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer | |
| PIMCO STRATEGIC INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO NEW YORK MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO CORPORATE & INCOME STRATEGY FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO NEW YORK MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO NEW YORK MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Compliance Officer Corporate Officer/Principal Director/Board Member Chief Investment Officer Corporate Secretary Corporate Officer/Principal | |
VP Distributors LLC
 VP Distributors LLC Investment Banks/BrokersFinance Part of Virtus Investment Partners, Inc., VP Distributors LLC provides broker-dealer services. The private company is based in Greenfield, MA. | Investment Banks/Brokers | General Counsel Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
| PIMCO GLOBAL STOCKSPLUS & INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
Allianz Global Investors Fund Management LLC
 Allianz Global Investors Fund Management LLC Investment Banks/BrokersFinance Allianz Global Investors Fund Management LLC is a registered investment advisor and fund distributor located in New York City. The firm is a subsidiary of Allianz Global Investors US Holdings, Inc. and their ultimate parent is Allianz SA. They were formerly known as PA Fund Management LLC. Allianz Global Investors Fund Management provides services primarily to investment companies. | Investment Banks/Brokers | Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| PIMCO DYNAMIC INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
Allianzgi Institutional Multi-Series Trust
 Allianzgi Institutional Multi-Series Trust Investment Trusts/Mutual FundsMiscellaneous Allianzgi Institutional Multi-Series Trust is an open-end management investment company, which operates as a series investment company that consists of separate series of investment portfolios. The company was founded on June 3, 2014 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member Director/Board Member Director/Board Member | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Corporate Officer/Principal Corporate Secretary Masters Business Admin Masters Business Admin Corporate Officer/Principal Undergraduate Degree | |
| Stanford University | College/University | Director/Board Member Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree | |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chief Investment Officer Compliance Officer Director/Board Member Corporate Secretary | |
Nassau Life Insurance Co.
 Nassau Life Insurance Co. Life/Health InsuranceFinance Nassau Life Insurance Co. provides life insurance, annuities and investment products. It offers products and services to meet financial need in middle income and mass affluent markets. The company was founded in 1851 and is headquartered in Hartford, CT. | Life/Health Insurance | Treasurer Chief Executive Officer General Counsel Chief Investment Officer Director of Finance/CFO | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| PIMCO INCOME STRATEGY FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO INCOME STRATEGY FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman Director/Board Member Director/Board Member Director/Board Member | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Head-Equity Investments Corporate Officer/Principal Director/Board Member Analyst-Equity Portfolio Manager-Equities Analyst-Equity Head-Equity Investments Analyst-Equity Head-Equity Investments Analyst-Equity | |
PIMCO Flexible Credit Income Fund
 PIMCO Flexible Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Flexible Credit Income Fund is a Closed-End Investment Fund and Investment Trust. It intends to provide attractive risk-adjusted returns and current income by investing under normal circumstances across a wide array of global credit sectors, including corporate, mortgage, consumer, emerging market, and municipal credit markets. The company was founded in 1971 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member | |
| Pimco Flexible Municipal Income Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO DYNAMIC INCOME STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO DYNAMIC INCOME OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO ACCESS INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
PIMCO California Flexible Municipal Income Fund
 PIMCO California Flexible Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO California Flexible Municipal Income Fund is a closed-end investment fund, which engages in investment activity. It seeks to provide current income exempt from federal and California income tax. The company was founded on February 8, 2022 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member Director/Board Member |
Statistics
International
| United States | 51 |
Sectoral
| Miscellaneous | 42 |
| Finance | 7 |
| Consumer Services | 4 |
Operational
| Director/Board Member | 812 |
| Corporate Officer/Principal | 411 |
| Independent Dir/Board Member | 359 |
| President | 158 |
| Chairman | 146 |
Most connected contacts
| Insiders | |
|---|---|
| Donald Burke | 152 |
| Deborah DeCotis | 72 |
| Alan Rappaport | 67 |
| Sarah Cogan | 53 |
| William Ogden | 49 |
| Hans Kertess | 46 |
| Philip McLoughlin | 46 |
| James Maclay Oates | 46 |
| Lawrence G. Altadonna | 42 |
| R. Walton | 42 |
| Richard J. Cochran | 42 |
| Jim Rogers | 36 |
| Scott Whisten | 36 |
| Kathleen McCartney | 34 |
| F. Drummond | 32 |
- Stock Market
- Insiders
- George Aylward
- Company connections
