People: Virtus Total Return Fund (DCA)

DCA on New York Consolidated

4.29USD
21 May 2013
Price Change (% chg)

$0.01 (+0.28%)
Prev Close
$4.28
Open
$4.27
Day's High
$4.32
Day's Low
$4.27
Volume
46,871
Avg. Vol
72,464
52-wk High
$4.32
52-wk Low
$3.48

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Summary

Name Age Since Current Position

Philip McLoughlin

 66 2011 Independent Chairman of the Board of Trustee

George Aylward

 48 2011 President, Trustee

W. Patrick Bradley

 41 2011 Chief Financial Officer, Treasurer

Francis Waltman

 51 2011 Senior Vice President

Nancy Engberg

 57 2011 Vice President, Chief Compliance Officer

Kevin Carr

 58 2011 Vice President, Chief Legal Officer, Counsel, Secretary

Leroy Keith

 73 2011 Independent Trustee

Geraldine McNamara

 62 2011 Independent Trustee

James Oates

 66 2011 Independent Trustee

Richard Segerson

 66 2011 Independent Trustee

Ferdinand Verdonck

 71 2011 Independent Trustee
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Biographies

Name Description

Philip McLoughlin

 Dr. Philip R. McLoughlin, Ph.D. serves as the Independent Chairman of the Board of Trustees of Virtus Total Return Fund. He is the Partner (since 2006), Cross Pond Partners, LLC (strategy consulting firm); Managing Director (2009 to 2010), SeaCap Asset Management Fund I, L.P. and SeaCap Partners, LLC (investment management). He has been Trustee and Chairman (since 1993), Virtus Mutual Funds (44 portfolios); Director (since 1991) and Chairman (since 2010), World Trust Fund; Chairman and Trustee (since 2003), Virtus Variable Insurance Trust (9 portfolios); Director (since 1995), DTF Tax-Free Income Fund, Inc.; Director (since 1995), Duff & Phelps Utility and Corporate Bond Trust, Inc.; Director (since 2009), DNP Select Income Fund Inc.; Director (since 2011), Duff & Phelps Global Utility Income Fund Inc.; Trustee (since 2011),Virtus Global Multi-Sector Income Fund; Director (1985 to 2009), Argo Group International Holdings Inc. and its predecessor, PXRE Corporation (insurance).

George Aylward

 Mr. George R. Aylward, Jr. serves as the President and Trustee of Virtus Total Return Fund. He is the 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). He has also been the Trustee and President (since 2006), Virtus Mutual Funds (44 portfolios); Chairman, President and Chief Executive Officer (since 2006), The Zweig Fund, Inc. and The Zweig Total Return Fund, Inc.; Trustee and President (since 2011), Virtus Global Multi-Sector Income Fund.

W. Patrick Bradley

 Mr. W. Patrick Bradley serves as the Chief Financial Officer, Treasurer of Virtus Total Return Fund. He is the Senior Vice President, Fund Services (since 2009); Vice President, Fund Administration (2007-2009); Second Vice President, Fund Control & Tax (2004-2006), Virtus Investment Partners, Inc. and/or certain of its subsidiaries. Vice President, Chief Financial Officer, Treasurer and Principal Accounting Officer (since 2006); Assistant Treasurer (2004-2006), Virtus Variable Insurance Trust (f/k/a The Phoenix Edge Series Fund). Chief Financial Officer and Treasurer (since 2005); Assistant Treasurer (2004-2006), certain Virtus Mutual Funds.

Francis Waltman

 Mr. Francis G. Waltman serves as the Senior Vice President of Virtus Total Return Fund. He has been the Executive Vice President, Head of Product Management (since 2009); Senior Vice President, Asset Management Product Development (2008-2009); Senior Vice President, Asset Management Product Development (2005-2007), Virtus Investment Partners, Inc. and/or certain of its subsidiaries. Director (2008-2009); Director and President (2006-2007), VP Distributors, Inc. f/k/a Phoenix Equity Planning Corporation). Director and Senior Vice President (since 2008), Virtus Investment Advisers.

Nancy Engberg

 Ms. Nancy J. Engberg serves as the Vice President, Chief Compliance Officer of Virtus Total Return Fund. She has also been the Vice President and Chief Compliance Officer, Virtus Investment Partners, Inc. (since 2008); Chief Compliance Officer and Assistant Secretary (since 2011) of certain Virtus Mutual Funds; Vice President and Counsel (2003-2008), The Phoenix Cos., Inc.

Kevin Carr

 Mr. Kevin J. Carr serves as the Vice President, Chief Legal Officer, Counsel, Secretary of Virtus Total Return Fund. He has been the Senior Vice President (since 2009), Counsel and Secretary (since 2008) and Vice President (2008-2009), Virtus Investment Partners, Inc. and/or certain of its subsidiaries. Vice President and Counsel, Phoenix Life Insurance Company (2005-2008). Compliance Officer of Investments and Counsel, Travelers Life and Annuity Company (January 2005-May 2005). Assistant General Counsel and certain other positions, The Hartford Financial Services Group (1995-2005).

Leroy Keith

 Dr. Leroy Keith, Jr. serves as the Independent Trustee of Virtus Total Return Fund. He is the Chairman (since 2010), Bloc Global Services Group, LLC (construction and redevelopment company); Managing Director (2007 to 2008), Almanac Capital Management (commodities business); Partner (2001 to 2007), Stonington Partners, Inc. (private equity firm). He has also been the Trustee (since 1993), Virtus Mutual Funds (44 portfolios); Director/Trustee (since 2010), Wells Fargo Advantage Funds (149 series) and their predecessors, Evergreen Funds (1989 to 2010); Director (2003 to 2010), Diversapack Co. (soft packaging company).

Geraldine McNamara

 Ms. Geraldine M. McNamara serves as the Independent Trustee of Virtus Total Return Fund. She is Retired. She has been the Trustee (since 2001), Virtus Mutual Funds (44 portfolios); Director (since 2003), DTF Tax-Free Income Fund, Inc.; Director (since 2003), Duff & Phelps Utility and Corporate Bond Trust, Inc.; Director (since 2009), DNP Select Income Fund Inc.; Director (since 2011) Duff & Phelps Global Utility Income Fund Inc.

James Oates

 Mr. James M. Oates serves as the Independent Trustee of Virtus Total Return Fund. He is the Managing Director (since 1994), Wydown Group (consulting firm). He has been the Trustee (since 1993), Virtus Mutual Funds (44 portfolios); Chairman and Trustee (since 2005), John Hancock Variable Insurance Trust and John Hancock Funds II (collectively, 210 portfolios); Director (since 1996), Stifel Financial; Chairman and Director (since 1999), Connecticut River Bank and Director (since 1998), Connecticut River Bancorp; Chairman (since 2000), Emerson Investment Management, Inc.; Director (since 2002), New Hampshire Trust Company; Non-Executive Chairman (2007 to 2011), Hudson Castle Group, Inc. (formerly IBEX Capital Markets, Inc.) (financial services).

Richard Segerson

 Mr. Richard E. Segerson serves as the Independent Trustee of Virtus Total Return Fund. He is the Managing Director (since 1998), Northway Management Company. He is also a Trustee (since 1988), Virtus Mutual Funds (44 portfolios), Trustee (since 2004).

Ferdinand Verdonck

 Mr. Ferdinand L.J. Verdonck serves as the Independent Trustee of Virtus Total Return Fund. He is a Director (since 1998), The J.P. Morgan European Investment Trust; Director (since 2005), Galapagos N.V. (biotechnology). Mr. Verdonck is also a director of several non-U.S. companies. He has also been the Trustee (since 2004), Virtus Mutual Funds (44 portfolios).

Insider Trading

Name Shares Traded Price

MOYER WILLIAM RALPH

 5,000 $4.18

MANN THOMAS F

 5,000 $3.92

MCLOUGHLIN PHILIP ROBERT

 2,454 $3.58

MCLOUGHLIN PHILIP ROBERT

 2,369 $3.57

MCLOUGHLIN PHILIP ROBERT

 1,177 $3.59

BRADLEY WILLIAM PATRICK III

 695 $3.62

LUECKE CONNIE M

 5,400 $3.72

OATES JAMES M

 1,400 $3.45

OATES JAMES M

 4,900 $3.45

OATES JAMES M

 100 $3.45

OATES JAMES M

 3,600 $3.45
» Full list on Insider Trading
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