VIRTUS CONVERTIBLE & INCOME FUND II
Ownership & governance
Executives 5Directors 6Avg age 63Avg tenure 7y
GA
George Aylward
Chief Executive Officer
Age 61Since 2020-12-31Profile →
+10
Executives5
GA
George Aylward→
Chief Executive Officer
Age 61Since 2020-12-31
WB
William Bradley→
Director of Finance/CFO
Age 54Since 2020-12-31
NT
Nikita Thaker→
Comptroller/Controller/Auditor
Age 48Since 2020-12-31
JF
Jennifer S. Fromm→
General Counsel
Age 53Since 2021-12-31
RS
Richard Smirl→
Corporate Officer/Principal
Age 58Since 2020-12-31
Board of directors6
DD
Deborah DeCotis→
Director/Board Member
Age 73Since 2011-02-28
FD
F. Drummond→
Director/Board Member
Age 63Since 2015-05-31
SC
Sarah Cogan→
Director/Board Member
Age 70Since 2018-12-31
PM
Philip McLoughlin→
Chairman
Age 80Since 2023-03-02
GA
George Aylward→
Director/Board Member
Age 61Since 2020-12-31
BZ
Brian Zino→
Director/Board Member
Age 74Since 2021-12-31
Shareholders5
| Name | Stake | Shares |
|---|---|---|
| Morgan Stanley Capital Services LLC | 15.38 % | 2,925,981 |
| Advisors Asset Management, Inc. | 5.746 % | 1,093,317 |
| Congress Park Capital LLC | 2.818 % | 536,237 |
| Saba Capital Management LP | 1.849 % | 351,755 |
| Penserra Capital Management LLC | 1.776 % | 338,016 |
Catalog · 2026-07-09
Registry officers11
| Name | Role | Since | Shares |
|---|---|---|---|
| George Aylward | Chief Executive Officer | 2020-12-31 | - |
| Philip McLoughlin | Chairman | 2023-03-02 | - |
| William Bradley | Director of Finance/CFO | 2020-12-31 | - |
| Brian Zino | Director/Board Member | 2021-12-31 | - |
| Deborah DeCotis | Director/Board Member | 2011-02-28 | - |
| F. Drummond | Director/Board Member | 2015-05-31 | - |
| George Aylward | Director/Board Member | 2020-12-31 | - |
| Sarah Cogan | Director/Board Member | 2018-12-31 | - |
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.