Francis G. Waltman
Corporate Officer/Principal at Virtus Alternative Solutions Trust
Network origin in Francis G. Waltman first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Investment Managers | 29 | |
Virtus Variable Insurance Trust
22
| Umbrella Fund | Investment Trusts/Mutual Funds | 22 |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
18
| Umbrella Fund | Investment Trusts/Mutual Funds | 18 |
Phoenix Investment Partners Ltd.
 Phoenix Investment Partners Ltd. Investment ManagersFinance Phoenix Investment Partners Ltd. provides investment management services. The firm provides institutional investment management services to corporations, public and pension funds, endowments, foundations and insurance companies. The company was founded in 1969 and is headquartered in Hartford, CT.
13
| Extinct | Investment Managers | 13 |
| Public Company | Life/Health Insurance | 9 | |
VP Distributors LLC
 VP Distributors LLC Investment Banks/BrokersFinance Part of Virtus Investment Partners, Inc., VP Distributors LLC provides broker-dealer services. The company is based in Greenfield, MA.
3
| Subsidiary | Investment Banks/Brokers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Francis G. Waltman via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | President Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member General Counsel Corporate Officer/Principal General Counsel Treasurer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Director/Board Member Corporate Officer/Principal | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member General Counsel Corporate Officer/Principal General Counsel Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Director/Board Member Corporate Officer/Principal | |
| VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member General Counsel Comptroller/Controller/Auditor Director/Board Member | |
| VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Director/Board Member Corporate Officer/Principal | |
| VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member Corporate Officer/Principal | |
| Virtus Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member Corporate Officer/Principal | |
Virtus Event Opportunities Trust
 Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member Corporate Officer/Principal | |
| The Merger Fund VL | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member Corporate Officer/Principal | |
| Merger Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member Corporate Officer/Principal | |
| Virtus Strategy Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member | |
| VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member General Counsel Comptroller/Controller/Auditor Corporate Officer/Principal | |
| VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member General Counsel Comptroller/Controller/Auditor | |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member General Counsel Comptroller/Controller/Auditor | |
| VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND | Investment Trusts/Mutual Funds | President Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member General Counsel Comptroller/Controller/Auditor | |
| VIRTUS CONVERTIBLE & INCOME FUND II | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member General Counsel Comptroller/Controller/Auditor | |
| VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member General Counsel | |
| Virtus Dividend Interest & Premium Strategy Fund | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor | |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Compliance Officer Corporate Officer/Principal Director/Board Member Corporate Secretary Corporate Officer/Principal | |
| University of Connecticut | College/University | Chairman Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member Corporate Secretary | |
| THE PHOENIX COMPANIES, INC. | Life/Health Insurance | Corporate Officer/Principal Chief Executive Officer Chief Investment Officer Director of Finance/CFO General Counsel Corporate Officer/Principal | |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Compliance Officer Director/Board Member Corporate Secretary | |
John Hancock Collateral Trust
 John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member | |
| John Hancock Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK INCOME SECURITIES TRUST | Investment Trusts/Mutual Funds | Chairman Director/Board Member Chairman Director/Board Member | |
John Hancock Municipal Securities Trust
 John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | Finance/Rental/Leasing | Chairman Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK INVESTMENTS - JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK HEDGED EQUITY & INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Chairman Director/Board Member | |
| John Hancock Funds III | Investment Trusts/Mutual Funds | Chairman Director/Board Member Chairman Director/Board Member | |
| John Hancock Funds II | Investment Trusts/Mutual Funds | Chairman Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK INVESTORS TRUST | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
| John Hancock Exchange Traded Fund Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK PREFERRED INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Chairman Director/Board Member | |
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Investment Managers | President Chief Executive Officer Director of Finance/CFO Director of Finance/CFO | |
| JOHN HANCOCK PREFERRED INCOME FUND III | Investment Trusts/Mutual Funds | Chairman Director/Board Member Chairman Director/Board Member | |
| JOHN HANCOCK PREFERRED INCOME FUND II | Investment Trusts/Mutual Funds | Chairman Director/Board Member Chairman Director/Board Member | |
| RidgeWorth Funds | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer | |
| Harvard Law School | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| Wallace E Carroll School of Management | College/University | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
John Hancock GA Mortgage Trust
 John Hancock GA Mortgage Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock GA Mortgage Trust functions as pooled investment fund. The company is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
John Hancock GA Senior Loan Trust
 John Hancock GA Senior Loan Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock GA Senior Loan Trust operates as a closed-end diversified management investment company. It specializes as an investment vehicle that invests its net assets in senior loans. The company wasf ounded on May 31, 2018 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member |
Statistics
International
| United States | 50 |
| Morocco | 2 |
Sectoral
| Miscellaneous | 44 |
| Consumer Services | 4 |
| Finance | 4 |
| Commercial Services | 2 |
Operational
| Director/Board Member | 640 |
| Independent Dir/Board Member | 234 |
| Corporate Officer/Principal | 207 |
| President | 180 |
| Chairman | 114 |
Most connected contacts
| Insiders | |
|---|---|
| Donald Burke | 152 |
| Deborah DeCotis | 72 |
| Deborah Jackson | 57 |
| Sarah Cogan | 53 |
| George Aylward | 49 |
| Philip McLoughlin | 46 |
| James Maclay Oates | 46 |
| Hassell McClellan | 44 |
| R. Walton | 42 |
| Grace Fey | 38 |
| F. Drummond | 32 |
| William Patrick Bradley | 31 |
| Brian Zino | 30 |
| Sidney Harris | 28 |
| William Renahan | 26 |
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