Profile
Barbara Ruth Claussen served as Chairman at Allianz Global Investors U.S.
LLC and Managing Director at NFJ Investment Group LLC.
She also held the position of Chief Administrative Officer & Managing Director at Allianz Global Investors U.S.
Holdings LLC from 2013 to 2016.
Earlier in her career, she worked as a Principal at NationsBank of Texas NA. She also served as a Trustee for various Virtus funds, including Virtus AllianzGI Dividend, Interest & Premium Strategy Fund, Virtus Diversified Income & Convertible Fund, Virtus Convertible & Income Fund, Virtus Convertible & Income Fund II, Virtus Equity & Convertible Income Fund, and Virtus Convertible & Income 2024 Target Term Fund.
Ms. Claussen received her undergraduate degree from the University of Wisconsin.
Former positions of Barbara Ruth Claussen
| Companies | Position | End |
|---|---|---|
Allianz Global Investors U.S. Holdings LLC
Allianz Global Investors U.S. Holdings LLC Financial ConglomeratesFinance Functions as an investment holding company | Chief Administrative Officer | 2015-12-31 |
NationsBank of Texas NA
NationsBank of Texas NA Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | 1988-12-30 |
NFJ Investment Group LLC /Old/
NFJ Investment Group LLC /Old/ Investment ManagersFinance NFJ Investment Group employs a deep value equity investment style that emphasizes dividends, discipline and diversification. The firm seeks to deliver consistent investment results with lower-than-average risk. They invest in dividend-paying, low p/e stocks. NFJ Investment Group invests only in fundamentally sound companies with stronger valuation characteristics that a portfolio's benchmark. NFJ's investment strategies include: NFJ All-Cap Value, NFJ Dividend Value, NFJ International Value, NFJ Large-Cap Value, NFJ Mid-Cap Value, NFJ Small-Cap Value, NFJ Global Dividend Value, NFJ Mid Cap Value 100, NFJ International Small Cap Value, and NFJ Emerging Markets Value. | Corporate Officer/Principal | - |
| VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND | Director/Board Member | - |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | Chairman | - |
Training of Barbara Ruth Claussen
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
NationsBank of Texas NA
NationsBank of Texas NA Major BanksFinance Nationally chartered commercial bank | Finance |
NFJ Investment Group LLC /Old/
NFJ Investment Group LLC /Old/ Investment ManagersFinance NFJ Investment Group employs a deep value equity investment style that emphasizes dividends, discipline and diversification. The firm seeks to deliver consistent investment results with lower-than-average risk. They invest in dividend-paying, low p/e stocks. NFJ Investment Group invests only in fundamentally sound companies with stronger valuation characteristics that a portfolio's benchmark. NFJ's investment strategies include: NFJ All-Cap Value, NFJ Dividend Value, NFJ International Value, NFJ Large-Cap Value, NFJ Mid-Cap Value, NFJ Small-Cap Value, NFJ Global Dividend Value, NFJ Mid Cap Value 100, NFJ International Small Cap Value, and NFJ Emerging Markets Value. | Finance |
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 |
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 |
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Allianz Global Investors U.S. Holdings LLC
Allianz Global Investors U.S. Holdings LLC Financial ConglomeratesFinance Functions as an investment holding company | Finance |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | 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 |
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