Companies/US/NIE

VIRTUS EQUITY & CONVERTIBLE INCOME FUND

Ownership & governance

Executives 5Directors 10Avg age 66Avg tenure 8y
George Aylward
Chief Executive Officer
Age 61Since 2021-01-31Profile →

Executives5

George Aylward
Chief Executive Officer
Age 61Since 2021-01-31
William Bradley
Director of Finance/CFO
Age 54Since 2020-12-31
Nikita Thaker
Comptroller/Controller/Auditor
Age 48Since 2020-12-31
Richard Smirl
Corporate Officer/Principal
Age 58Since 2020-12-31
Jennifer S. Fromm
General Counsel
Age 53Since 2021-12-31

Board of directors10

Deborah DeCotis
Director/Board Member
Age 73Since 2011-02-28
William Ogden
Director/Board Member
Age 81Since 2007-05-31
Alan Rappaport
Chairman
Age 73—
F. Drummond
Director/Board Member
Age 63Since 2014-12-31
James MacLeod
Director/Board Member
Age 79Since 2015-05-31
Sarah Cogan
Director/Board Member
Age 70Since 2018-12-31
George Aylward
Director/Board Member
Age 61Since 2021-01-31
Philip McLoughlin
Director/Board Member
Age 80Since 2021-01-31

Shareholders5

NameStakeShares
Wells Fargo Advisors Financial Network LLC
3.433 %
951,188
Advisors Asset Management, Inc.
2.46 %
681,713
RBC Capital Markets LLC
2.169 %
601,085
Morgan Stanley Capital Services LLC
1.883 %
521,689
Raymond James & Associates, Inc.
1.877 %
520,153

Catalog · 2026-07-09

Registry officers15

NameRoleSinceShares
Alan RappaportChairman—-
George AylwardChief Executive Officer2021-01-31-
William BradleyDirector of Finance/CFO2020-12-31-
Brian ZinoDirector/Board Member2021-12-31-
Deborah DeCotisDirector/Board Member2011-02-28-
F. DrummondDirector/Board Member2014-12-31-
George AylwardDirector/Board Member2021-01-31-
James MacLeodDirector/Board Member2015-05-31-

Registry · as of 2026-07-09

Institutional (13F)

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Fund membership

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Street consensus

Consensus none

Firm rows and rating mix from Yahoo Finance; mean target is Yahoo’s aggregate until OpenFilings derives consensus from broker rows.

Peers