![George Aylward](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Net worth: 39 M $ as of 31/05/2026
Mr. George R.
Aylward is a President, Chief Executive Officer & Trustee at Virtus Stone Harbor Emerging Markets Total Income Fund, a President, Chief Executive Officer & Trustee at Virtus Stone Harbor Emerging Markets Income Fund, a President, Chief Executive Officer & Trustee at Virtus Equity & Convertible Income Fund, a President & Trustee at Merger Fund (The), a President & Trustee at Merger Fund VL (The), a President & Trustee at Virtus Convertible & Income 2024 Target Term Fund, a President & Trustee at Virtus Event Opportunities Trust, a President & Trustee at Virtus Investment Trust, a President & Trustee at Virtus Strategy Trust, a President, Chief Executive Officer & Director at Virtus AllianzGI Smart Cities Fund Inc., a President, Chief Executive Officer & Trustee at Virtus AllianzGI Artificial Intelligence & Technology Opps, a President, Chief Executive Officer & Trustee at Virtus Allianzgi Closed-End Funds, a President, Chief Executive Officer & Trustee at Virtus Convertible & Income Fund, a President, Chief Executive Officer & Trustee at Virtus Convertible & Income Fund II, a President, Chief Executive Officer & Trustee at Virtus Diversified Income & Convertible Fund, a President, Chief Executive Officer & Trustee at Virtus Dividend Interest & Premium Strategy Fund, a President & Chief Executive Officer at NFJ Investment Group LLCHe received his undergraduate degree from the University of Connecticut and an MBA from the University of Massachusetts.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 31/03/2026 | 270,157 ( 4.04% ) | 39 M $ | 31/05/2026 | |
| 30/11/2025 | 3,319 ( 0.01% ) | 47 495 $ | 31/05/2026 |
| Companies | Position | Start |
|---|---|---|
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Chief Executive Officer | 01/01/2011 |
| VIRTUS INVESTMENT PARTNERS, INC. | Chief Executive Officer | 01/01/2008 |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Chief Executive Officer | 01/01/2006 |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Chief Executive Officer | 01/02/2021 |
| VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Chief Executive Officer | 01/01/2021 |
| VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Chief Executive Officer | 01/10/2021 |
| VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND | President | - |
| VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Chief Executive Officer | 01/01/2021 |
| VIRTUS CONVERTIBLE & INCOME FUND | Chief Executive Officer | 01/01/2021 |
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Active
Inactive
Listed companies
Private companies
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
| Private companies | 49 |
|---|---|
Virtus Variable Insurance Trust
 Virtus Variable Insurance Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Virtus Total Return Fund, Inc. /Old/
 Virtus Total Return Fund, Inc. /Old/ Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Investment Advisers LLC
 Virtus Investment Advisers LLC Investment ManagersFinance VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments. | Finance |
Phoenix Investment Partners Ltd.
 Phoenix Investment Partners Ltd. Investment ManagersFinance Provides investment management services | Finance |
Rampart Investment Management Co. LLC
 Rampart Investment Management Co. LLC Investment ManagersFinance RIM formulates their investment advice and manages clients’ assets by using different methods of analysis such as technical and rules based analysis. Their investment strategies include long-term equity and ETF; short-term equity and ETF; option writing; and short futures. | Finance |
Newfleet Asset Management LLC
 Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management is a long-term, fixed income specialist who employs a multi-sector approach to investing. They build their portfolios through rigorous core credit analysis and active portfolio management. The firm utilizes both top-down sector analysis and allocation and bottom-up security selection. They seek broad diversification across industries and issuers in an attempt to limit downside risk. Newfleet Asset Management offers a suite of multi-sector strategies that vary by investment objective, exposure to below investment grade and non-US securities, and duration. The strategies are managed by a single team and share a consistent philosophy and a process that is actively managed, relative value driven, research intensive, and opportunistic. A focus beyond core sectors seeks to add value. | Finance |
Zweig Advisers LLC
 Zweig Advisers LLC Investment ManagersFinance Zweig Advisers' employs a GARP equity investment approach. The firm's primary investment approach focuses on a tactical asset allocation process that seeks to participate in rising markets and limit losses during major declines. They rely on proprietary research to gradually adjust market exposure. They adjust exposure to stocks, bonds and cash in an effort to best position conservative shareholders for long-term growth. Zweig invests their funds in issuers having capitalizations within the range of companies included in the Russell 1000 Index; however, the funds may invest in mid- and small-cap issuers as well. Security selection begins with a top-down approach and econometric analysis of each sector. Each sector is then analyzed at the industry level. Fundamental analysis is conducted within the industries to identify securities that the portfolio managers believe offer superior return opportunity. When managing certain other accounts, Zweig may invest in affiliated and unaffiliated open end mutual funds, unaffiliated ETFs, other equity securities and high quality short-term securities. Though not limited by sector, Zweig tends to invest in the stocks of US large-cap companies in the electronic technology, energy minerals, non-energy minerals, retail, industrial services, finance, healthcare technology and energy minerals sectors. The firm maintains a medium turnover rate. | Finance |
The Nassau Cos. of New York, Inc.
 The Nassau Cos. of New York, Inc. Multi-Line InsuranceFinance Operates as a holding company with interest in providing annuities, life and health insurance services | Finance |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of mutual funds, exchange-traded funds, closed-end funds and unit investment trusts | Commercial Services |
Phoenix Capital, Inc.
 Phoenix Capital, Inc. Financial ConglomeratesFinance Operates as a mortgage banking advisor | Finance |
Virtus Strategy Trust
 Virtus Strategy Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Virtus Event Opportunities Trust
 Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Operates as Open-End Investment Fund/Unit Trust | Miscellaneous |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Virtus Alternative Investment Advisers LLC
 Virtus Alternative Investment Advisers LLC Investment ManagersFinance VAIA selects and employs sub-advisers to implement investment management programs for each client account, consistent with stated objectives. | Finance |
Merger Fund (The)
 Merger Fund (The) Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Virtus Total Return Fund Inc.
 Virtus Total Return Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Merger Fund VL (The)
 Merger Fund VL (The) Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Virtus AllianzGI Dividend Interest & Premium Strategy Fund
 Virtus AllianzGI Dividend Interest & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Duff & Phelps Utility and Infrastructure Fund Inc.
 Duff & Phelps Utility and Infrastructure Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Global Multi Sector Income Fund
 Virtus Global Multi Sector Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Stone Harbor Emerging Markets Income Fund
 Virtus Stone Harbor Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Stone Harbor Emerging Markets Total Income Fund
 Virtus Stone Harbor Emerging Markets Total Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Duff & Phelps Select MLP & Midstream Energy Fund Inc.
 Duff & Phelps Select MLP & Midstream Energy Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Diversified Income & Convertible Fund
 Virtus Diversified Income & Convertible Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Convertible & Income 2024 Target Term Fund
 Virtus Convertible & Income 2024 Target Term Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus AllianzGI Artificial Intelligence & Technology Opps
 Virtus AllianzGI Artificial Intelligence & Technology Opps Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Pricewaterhouse LLP
 Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Virtus Fixed Income Advisers LLC
 Virtus Fixed Income Advisers LLC Investment ManagersFinance VFIA is an active bond manager who believes that the market offers potential opportunities for returns to investors who understand and correctly value Fixed Income securities. The firm focuses their management efforts on the bottom-up principle of security selection along with top-down strategies for sector allocation and yield curve structure using rigorous fundamental research as well as a series of proprietary and third-party tools to identify value. Their diversified portfolios of well-researched companies, value-added security structures and sector rotation seek to provide attractive spreads above the benchmark, regardless of the level or direction of interest rates, at controlled risk levels. | Finance |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Association of accountants | Commercial Services |
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Euclid Advisors LLC
 Euclid Advisors LLC Investment ManagersFinance Euclid Advisors offers investment advisory services primarily in the following types of instruments: equity securities (common stocks and equivalents) including exchange-listed securities, securities traded over-the-counter, foreign issues, warrants, certificates of deposit, investment company securities, including traditional mutual fund shares and ETFs, and US government securities. The firm may also utilize options contracts on securities, futures contracts on intangibles, and foreign currencies both to purchase foreign securities and to hedge against the risk of a decline in the dollar. Euclid Advisors security analysis methods include fundamental and technical analysis, as well as charting and cyclical review. The investment strategies used to implement any investment advice given to clients may include the following: (1) long-term purchases (securities held at least one year) (2) short-term purchases (securities sold within a year) (3) trading (securities sold within 30 days) and (4) option writing, including covered options, uncovered options or spreading strategies. | Finance |
Virtus Investment Trust
 Virtus Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Goodwin Capital Advisers, Inc.
 Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin offers a range of actively managed multi-sector strategies. Their strategy employs active sector rotation, strong security selection and disciplined risk management, which provides the most effective means to achieve excess returns in the fixed income market. The firm seeks the best opportunities to maximize total return while avoiding interest-rate forecasting. They use a relative value approach to the fixed income market which stresses active sector rotation, and if allowed in client guidelines, could include below investment grade debt and emerging markets. Portfolio construction is a combination of top-down sector allocation and bottom-up issue selection, both of which are based on relative valuation. | Finance |
The University of Connecticut Foundation, Inc.
 The University of Connecticut Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Operates as a foundation | Miscellaneous |
Silvant Capital Management LLC
 Silvant Capital Management LLC Investment ManagersFinance Silvant focuses on domestic growth equities and seeks to deliver strong investment results that are repeatable and consistent, with client service that exceeds expectations. The firm uses a bottom-up approach to stock selection. | Finance |
Virtus Fund Advisers LLC
 Virtus Fund Advisers LLC Investment ManagersFinance VCA selects and employs subadvisors to implement investment management programs for each client account, consistent with stated objectives. | Finance |
Virtus Investment Partners, Inc.
 Virtus Investment Partners, Inc. Investment ManagersFinance Provides investment management services | Finance |
Virtus Convertible & Income Fund
 Virtus Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Convertible & Income Fund II
 Virtus Convertible & Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Equity & Convertible Income Fund
 Virtus Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Total Return Fund /Old/
 Virtus Total Return Fund /Old/ Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Ceredex Value Advisors LLC
 Ceredex Value Advisors LLC Investment ManagersFinance Ceredex seeks to deliver excellent long-term investment performance by employing a well-crafted, methodical stock selection process with the dexterity to adapt to changing market conditions. Th firm offers value-equity strategies which are available in five portfolios: concentrated large-cap, large-cap, mid-cap smid-cap, and small-cap. The Ceredex strategies employ a traditional value style rooted in a fundamental, bottom-up approach. | Finance |
Virtus Global Funds Plc
 Virtus Global Funds Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Virtus ETF Trust II | |
Connecticut Society of CPAs | |
NFJ Investment Group LLC
 NFJ Investment Group LLC Investment ManagersFinance NFJ follows a disciplined approach to bottom-up stock selection, investing at the intersection of value, quality, and shareholder yield. As part of this approach, the firm seeks to invest in companies diversified across industries with superior competitive positions and consistent financials, employing a time-tested process that capitalizes on low market expectations and strong prospects. They apply a combination of quantitative and fundamental elements to their research process. | Finance |
Virtus AllianzGI Smart Cities Fund Inc.
 Virtus AllianzGI Smart Cities Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Virtus Allianzgi Closed-End Funds |
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