The Newfleet Team

Jason Abercrombie is an assistant director and credit analyst at Newfleet Asset Management. He covers the media-cable, technology, and telecom industries.

Mr. Abercrombie earned a B.S in finance, magna cum laude, from Central Connecticut State University and an M.B.A. from the University of Connecticut. He began his career in the investment industry in 2012 and joined Newfleet in 2013.

David Albrycht, CFA, is president and chief investment officer of Newfleet Asset Management. Mr. Albrycht is the senior portfolio manager of several multi-sector fixed income strategies, some dating back to the early 1990s. In his role as CIO, Mr. Albrycht drives top-down strategy for Newfleet’s investment platform, which includes multi-sector and dedicated sector strategies for high yield and bank loans. In addition to managing mutual funds and variable investment options in these strategies, Mr. Albrycht is co-manager of two closed-end funds, Virtus Total Return Fund Inc. (NYSE: ZTR) and Virtus Global Multi-Sector Income Fund (NYSE: VGI).  He also is co-manager of four exchange traded funds, AdvisorShares Newfleet Multi-Sector Income ETF (NYSE: MINC), Virtus Newfleet Multi-Sector Bond ETF (NYSE: NFLT), Virtus Newfleet High Yield Bond ETF (NYSE: BLHY), and Virtus Newfleet ABS/MBS ETF (NYSE: VABS), and two offshore funds, the Virtus GF Multi-Sector Short Duration Bond Fund and the Virtus GF Multi-Sector Income Fund.  Additionally, Mr. Albrycht is responsible for the structuring and management of Newfleet’s CLO platform.

Prior to joining Newfleet in 2011, Mr. Albrycht was executive managing director and senior portfolio manager with Goodwin Capital Advisers, a former investment management subsidiary of Newfleet’s parent, Virtus Investment Partners. Prior to that role, Mr. Albrycht was director of credit research at Goodwin’s predecessor, Phoenix Investment Counsel (PIC). In addition, he managed the Phoenix MISTIC CDO, a $1 billion multi-sector collateralized debt obligation, for which he was responsible for credit analysis and deal structure. He joined the PIC multi-sector fixed income team in 1985 as a credit analyst and has managed fixed income portfolios since 1991.

Mr. Albrycht earned a B.A., cum laude, from Central Connecticut State University and an M.B.A., with honors, from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1985.

Please consider a Fund’s investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, contact your financial representative, call 800-243-4361, or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.

Mutual Funds, Virtus Newfleet ETFs, and Virtus Global Funds distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc.

Jeffrey Albrycht is an assistant trader at Newfleet Asset Management.

Prior to joining Newfleet in 2016, Mr. Albrycht was an intern at the firm, assisting with performance reporting and analytics.

Mr. Albrycht earned a B.S. in communications, with a concentration in business communications, from the University of Connecticut.  He began his career in the investment industry in 2016.

Ryan Albrycht is a fixed income trader at Newfleet Asset Management. His primary responsibility is investment grade corporate bonds, with back-up responsibilities for leveraged finance and emerging markets debt.

Mr. Albrycht joined Newfleet in 2011 as a junior fixed income trader with a focus on U.S. Treasuries and municipal bonds. Prior to joining Newfleet, he was a new business underwriter for Aetna.

Mr. Albrycht earned a B.S. in political science from Trinity College in 2006. He began his career in the investment industry in 2011.

Charles Anthony is an assistant director and fixed income trader at Newfleet Asset Management. His primary responsibility is emerging markets debt, with back-up responsibilities for leveraged finance and investment grade corporates.

Mr. Anthony joined Newfleet in 2014 as a junior fixed income trader. Prior to joining Newfleet, Mr. Anthony was a trader at MassMutual Financial Group for seven years.  Previously, he was a financial advisor in Morgan Stanley’s Global Wealth Management Group.

Mr. Anthony earned a B.S. in business administration (finance) from Bryant University.  He began his career in the investment industry in 2006.

Justin Audet is an assistant director and credit analyst at Newfleet Asset Management, covering the following industries: chemical, packaging & paper, auto, environmental, railroads, and transportation services.

Prior to joining Virtus in 2013 as a municipal credit analyst, Mr. Audet was an investment associate at Regent Wealth Management Group for two years, providing research, analysis, and trading for client accounts. Earlier, he was a performance analyst with Xerox Corporation.

Mr. Audet earned a B.A. in psychology from Saint Michael’s College and an M.B.A. from the University of Connecticut.  He has passed Level II of the CFA^® (Chartered Financial Analyst^®) Program. He began his career in the investment industry in 2008.

Lisa Baribault is a director and portfolio manager at Newfleet Asset Management and part of the multi-sector portfolio management team. Ms. Baribault has management responsibilities for several open-end mutual funds, institutional accounts, and subadvisory assignments.

Prior to joining Newfleet in 2011, Ms. Baribault was a manager of Investment Accounting at Phoenix Life Insurance Company.

Ms. Baribault earned a B.S. in finance from Quinnipiac University and an M.B.A. from Regis University. She began her career in the investment industry in 2003.

Ben Caron is a senior managing director and portfolio manager at Newfleet Asset Management. He is a member of the multi-sector portfolio management team.

Mr. Caron is co-portfolio manager of, and assists in the management of, several multi-sector fixed income portfolios. Working with the CIO and senior portfolio manager, Mr. Caron contributes to multi-sector strategy and is responsible for strategy execution and portfolio monitoring across open-end funds, closed-end funds, ETFs, and off-shore vehicles that the team manages.

Prior to joining Newfleet in 2011, Mr. Caron was on the fixed income team at Goodwin Capital Advisers, the former Phoenix Investment Counsel (PIC). He joined PIC in 2002 as a client service associate for the institutional markets group focusing on institutional fixed income clients. Earlier in his career, he was with Fidelity Investments, where he was responsible for client management and sales in the managed account group.

Mr. Caron earned a B.A. from Syracuse University and an M.B.A. from Suffolk University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. Mr. Caron began his career in the investment industry in 1997.

John Catarius is a credit analyst at Newfleet Asset Management, covering investment grade healthcare, health insurance, pharmaceuticals, parts of consumer services, and REITS.

Prior to joining Newfleet in 2011 as a municipal bond credit analyst, Mr. Catarius worked as a private equity valuation and reporting analyst for TIAA-CREF.

Mr. Catarius holds a B.B.A. from James Madison University. He began his career in the investment industry in 2009.

William Eastwood is a senior managing director, portfolio manager, and head of trading at Newfleet Asset Management with trading responsibilities primarily for leveraged finance. In addition, Mr. Eastwood is co-portfolio manager of the Newfleet High Yield strategy through a number of subadvisory relationships.

Mr. Eastwood joined Newfleet in 2011 as a senior fixed income trader. Prior to joining Newfleet, he served as a senior fixed income trader at several firms, including Neuberger Berman, PPM America, and Phoenix Investment Counsel.

Mr. Eastwood earned a B.S. in finance from Post University and an M.B.A. from the University of Hartford. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1995.

Cecelia Gerber is a director and credit analyst at Newfleet Asset Management. Ms. Gerber specializes in foreign and emerging markets credit research and held a previous role at Newfleet as a fixed income trader.

Prior to joining Newfleet in 2011, Ms. Gerber was on the fixed income team at Goodwin Capital Advisers.

Ms. Gerber earned a B.A. in economics from the University of New Hampshire and an M.B.A. from the University of Hartford. She began her career in the investment industry in 1998.

Tim Heaney is a senior managing director and senior portfolio manager of municipal securities at Newfleet Asset Management.

Mr. Heaney specializes in both taxable and tax-exempt municipal bonds. He manages a variety of municipal bond portfolios, including an open-end fund and high-net-worth portfolios for Newfleet. He also manages institutional portfolios and a closed-end fund for an affiliated manager, Duff & Phelps Investment Management Co.

Mr. Heaney has been with Newfleet and its affiliates since 1992 in successive fixed income roles. Prior to joining Newfleet in 2011, he was a senior vice president and portfolio manager of Virtus Investment Advisers (VIA) from 2008 to 2011. Previously, he was associated with Phoenix Investment Counsel, formerly an affiliate of VIA, and was also managing director, fixed income (1997-2007); director, fixed income research (1996-1997); and investment analyst (1995-1996). He was an investment analyst of Phoenix Life Insurance Company from 1992 to 1994.

Previously, Mr. Heaney was a senior credit analyst in the commercial lending division at Connecticut National Bank. Mr. Heaney holds a B.S. and an M.B.A. from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1990.

Eric Hess is a managing director and portfolio manager at Newfleet Asset Management and sector head of high yield credit. He is also responsible for credit research of the energy sector. In addition, Mr. Hess is co-portfolio manager of the Newfleet High Yield strategy through a number of subadvisory relationships.

Prior to joining Newfleet in 2011, Mr. Hess was on the fixed income team at Goodwin Capital Advisers. He joined Goodwin Capital’s corporate credit research group in 2010. Previous to joining Goodwin, he was a credit analyst for The Travelers Companies.

Mr. Hess earned a B.B.A. in finance from the University of Notre Dame, and he is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2006. 

Stephen Hooker is a managing director and portfolio manager at Newfleet Asset Management.

Mr. Hooker is a member of the multi-sector portfolio management team with primary responsibility for institutional accounts.  He also serves as co-portfolio manager and assists in the management of several open-end and closed-end mutual funds. He joined Newfleet in 2011 to serve as sector manager for emerging markets, where he was responsible for researching issuers in Europe, the Middle East, and Africa. 

From 2005 until 2011, Mr. Hooker was vice president, senior credit analyst at Aladdin Capital Management and Global Plus Investment Management, respectively, both of which specialize in high yield and structured credit products. Prior to 2005, he was at Phoenix Investment Counsel for 12 years, serving in various capacities, including as a senior credit analyst and emerging markets sector manager on its fixed income team. 

Mr. Hooker earned a B.A. in psychology from Trinity College. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1993.

Kyle Jennings is a senior managing director and the head of credit research at Newfleet Asset Management. Mr. Jennings is also co-portfolio manager of Newfleet’s Floating Rate Bank Loan, High Yield, and Global Multi-Sector Income strategies through a number of subadvisory relationships. Additionally, Mr. Jennings is responsible for the structuring and management of Newfleet’s CLO platform.

Mr. Jennings is a member of Newfleet’s corporate credit research team and currently covers the gaming, healthcare, and pharmaceuticals industries. He is also a member of the team that formulates the leveraged finance strategy for the multi-sector fixed income strategies.

Prior to joining Newfleet in 2011, Mr. Jennings was on the fixed income team at Goodwin Capital Advisers, joining the predecessor, Phoenix Investment Counsel, in 1998. Before that, he was a credit research analyst in the banking industry for Shawmut Bank, Ironwood Capital, and Citizens Bank.  
 
Mr. Jennings earned a B.S. in finance from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1992.

Ryan Jungk is a managing director and credit analyst at Newfleet Asset Management. Mr. Jungk serves as the investment grade corporate sector manager for the team. He is responsible for covering the aerospace and defense, building materials, homebuilding, construction machinery, airlines, manufacturing, other industrial, and metals & mining industries.

Prior to joining Newfleet in 2012, Mr. Jungk was a junior fixed income analyst at the Knights of Columbus, serving as a sector generalist.

Mr. Jungk earned a B.B.A. from Stetson University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2010.

Chris Kissane is a credit analyst at Newfleet Asset Management.  He covers the following industries:  brokerage, consumer products, food/beverage, leisure, lodging, natural gas pipelines, REITs, media-non cable, supermarkets, textile, and tobacco.

Prior to joining Newfleet in 2012, Mr. Kissane was a senior associate at GlobeOp Financial Services, where he served as the primary fund accountant for hedge fund and fund-of-funds clients. As part of his graduate education, he served as a portfolio manager and sector analyst covering the consumer cyclical and transportation industries for the Cayuga Fund at Cornell University’s Johnson Graduate School of Business.

Mr. Kissane earned a B.S. in finance (cum laude) from Roger Williams University and an M.B.A. (with distinction) from Cornell University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2007.

Peter Lannigan is a senior managing director and head of emerging markets at Newfleet Asset Management. 

Mr. Lannigan has over 20 years of experience on both the buy-side and sell-side of emerging markets investing. Prior to joining Newfleet in 2017, Mr. Lannigan was a principal with Macroeconomic & Cross-Border Advisory where he advised investors on emerging markets fixed income investment strategies. Previous affiliations also include Cowen Group (managing director, emerging markets desk strategist), where he conducted emerging markets sovereign and corporate credit research and developed credit, rate, and currency recommendations for a model portfolio; Exotix Limited (director), where he focused on Latin American fixed income research and formulated global macroeconomic, credit, interest rate, and currency views; and Harbert Management Corporation (equity partner and senior managing director) and Northshore Asset Management (managing director, portfolio manager), at which he established and managed global/macro emerging market hedge funds. Earlier in his career, Mr. Lannigan worked at Phoenix Investment Counsel with his current Newfleet colleagues on the multi-sector fixed income team analyzing sovereign risk of emerging market countries and credit risk of quasi-sovereigns and corporates. He also managed an emerging markets mutual fund at Phoenix.

Mr. Lannigan earned a bachelor of business administration from the University of Massachusetts Isenberg School of Management and an M.B.A. in finance from the Babson College F.W. Olin Graduate School of Business. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He holds the Series 7 and 63 licenses. He began his career in the investment industry in 1989.

Evan Lassow is an assistant director and credit analyst at Newfleet Asset Management covering investment grade energy and utilities, and parts of consumer services.

Prior to joining Newfleet in 2014 as a credit analyst of municipal securities, Mr. Lassow was a business development analyst at United Technologies Corporation following two years as an associate in the company’s Financial Leadership Program.

Mr. Lassow earned a B.S. in business administration (magna cum laude), with concentrations in finance and international business, from the University of Vermont. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2011.

Lisa Leonard is a managing director and portfolio manager of municipal securities at Newfleet Asset Management.

Ms. Leonard specializes in both taxable and tax-exempt municipal bonds. She manages a variety of municipal bond portfolios, including an open-end fund and high-net-worth portfolios for Newfleet. She also manages municipal bond portfolios for an affiliated manager, Duff & Phelps Investment Management Co., and is an officer of a Duff & Phelps closed-end fund.

Ms. Leonard has been with Newfleet and its affiliates since 1987 in successive fixed income roles. Prior to joining Newfleet in 2011, she was a vice president and portfolio manager, fixed income of Virtus Investment Advisers (VIA) from 2008 to 2011. Previously, she was associated with Phoenix Investment Counsel, formerly an affiliate of VIA, and was also director, municipal research (1998-2007); director, investment operations (1994-1998); and fixed income trader (1987-1993).

Previously, Ms. Leonard was a municipal finance analyst with Connecticut Bank & Trust. She holds a B.S. from the University of Connecticut and began her career in the investment industry in 1986.

David Mitchell is an assistant director and credit analyst at Newfleet Asset Management. He covers the banking, finance company, insurance (life and P&C), restaurant, and retail industries.

Prior to joining Newfleet in 2014, Mr. Mitchell was a senior regional sales consultant at Virtus Investment Partners, representing retail mutual funds and separately managed accounts. Previously, he worked in corporate cash management at UBS in Chicago.

Mr. Mitchell earned a B.A. in economics from Cornell University, and he holds the CFA^® (Chartered Financial Analyst^®) designation. He began his career in the investment industry in 2007.

Frank Ossino is a senior managing director, senior portfolio manager, and sector head of the bank loan asset class at Newfleet Asset Management. Mr. Ossino serves as a portfolio manager of Newfleet’s Floating Rate Bank Loan strategy through a number of subadvisory relationships. Additionally, Mr. Ossino is responsible for the structuring and management of Newfleet’s CLO platform.

Prior to joining Virtus in 2012, Mr. Ossino was a portfolio manager at Hartford Investment Management Company (2004-2011) and Hartford Funds subadviser Wellington Management (2012), where he managed mutual funds focused on bank loans and a commingled bank loan portfolio for institutional investors. Previously, he held a variety of credit analyst and portfolio management positions at CIGNA (2002-2004), HVB Bank (2000-2002), and FleetBoston Financial (1996-2000).

Mr. Ossino earned his M.S. in international economics and finance from Brandeis University and Luigi Bocconi University in Milan, Italy and a B.S. in economics, cum laude, from Brandeis University. He began his career in the investment industry in 1996.

Christine Ouellette is a director and portfolio manager at Newfleet Asset Management. Working with the senior portfolio manager, Ms. Ouellette is responsible for managing a variety of fixed income portfolios, including open-end mutual funds, closed-end funds, variable insurance funds, ETFs, and offshore vehicles the team manages.

Prior to joining Newfleet in 2011, Ms. Ouellette was on the fixed income team at Goodwin Capital Advisers. Ms. Ouellette joined Goodwin’s predecessor, Phoenix Investment Counsel, in 2000 as a settlements analyst, resolving issues related to trading activities, wire transfers, security movements, corporate actions, and income collections. Earlier in her career, Ms. Ouellette was responsible for client account management at Brown Brothers Harriman & Co.

Ms. Ouellette earned a B.S. in finance from Bentley College and an M.B.A. from the University of Connecticut. She began her career in the investment industry in 1997.

Paul Privitera is director – institutional business development at Newfleet Asset Management.

Mr. Privitera supports Newfleet’s institutional distribution efforts, including business development, marketing, and client service. Prior to joining Newfleet in 2016, Mr. Privitera was a senior regional sales consultant at Virtus Investment Partners, representing retail mutual funds and separately managed accounts.

Mr. Privitera earned a B.A. in Business Administration from the University of Hartford and an M.B.A. from the University of Connecticut. He holds the FINRA Series 7 and 66 licenses, and has passed Level I of the CFA^® (Chartered Financial Analyst^®) Program. He began his career in the investment industry in 2009.

Kathleen Richter is a marketing and portfolio support associate at Newfleet Asset Management. Ms. Richter supports the portfolio management team in various capacities and is responsible for coordinating the firm’s operational efforts.

Prior to joining Newfleet in 2012, Ms. Richter was a new business transition manager at Mass Mutual, where she coordinated all aspects of the plan asset transfer process. Prior to that Ms. Richter worked as a compliance coordinator at The Phoenix Companies.

Ms. Richter earned a B.S. in Business Administration with a concentration in Accounting from Bay Path University. She began her career in financial services in 2012.

Nick Rinaldi is a senior managing director and portfolio manager of securitized products at Newfleet Asset Management.

Mr. Rinaldi is co-head of the securitized products team, specializing in asset-backed and commercial mortgage-backed securities. Prior to joining Newfleet in 2011, he held this same role on the fixed income team at Goodwin Capital Advisers. In addition, Mr. Rinaldi is a co-portfolio manager of a securitized product ETF.

Mr. Rinaldi began his career at Goodwin Capital’s predecessor, Phoenix Investment Counsel, in 1992 and joined the multi-sector fixed income team in 1994 as a credit analyst for the securitized products sector, focusing on asset-backed, commercial mortgage-backed, and residential mortgage-backed securities.

Mr. Rinaldi earned a B.S. in finance from Northeastern University and an M.B.A. in finance from the University of Connecticut. He began his career in the investment industry in 1992.

Daniel Senecal is a managing director and credit analyst at Newfleet Asset Management. He is a sector manager within the emerging markets analyzing both sovereign and corporate debt.

In addition, Mr. Senecal is co-portfolio manager of the Virtus Global Multi-Sector Income Fund (NYSE: VGI), a closed-end fund.

Prior to joining Newfleet in 2011, Mr. Senecal was on the fixed income team at Goodwin Capital Advisers. He began at Goodwin Capital’s predecessor, Phoenix Investment Counsel, in 1997 as a corporate credit research analyst, followed by several roles, including sector manager for investment grade corporate credit and sovereign credit, as well as portfolio manager for high yield and emerging market debt strategies.

Earlier in his career, Mr. Senecal completed a formal credit training program at Shawmut National Bank where he was a credit research analyst and lender. He also worked at BankBoston as a corporate bond analyst.

Mr. Senecal earned a B.A. in economics and English from Assumption College and an M.B.A. in finance from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1990.

Mike Sollicito is chief operating officer at Newfleet Asset Management.

Mr. Sollicito supports Newfleet’s business activities, including assisting the firm’s president in managing the profitability and marketability of Newfleet’s fixed income strategies and overseeing operations. In addition, he chairs Newfleet’s risk management oversight committee, responsible for monitoring and oversight of all strategies advised by Newfleet to ensure investment team is managing, monitoring, and mitigating portfolio risks appropriately, facilitating investment team accountability.

Prior to joining Newfleet in 2013, Mr. Sollicito was a fixed income product specialist for Virtus Investment Partners, where he was responsible for strategy positioning/marketplace research and developing product opportunities, as well as responsibilities of monitoring and reporting of covered strategies to the Investment Oversight Committee. Mr. Sollicito joined Virtus in 2005 as a member of the retail distribution team. Previously, he was a financial advisor with Omega Financial Group, LLC for eight years and with Prudential Preferred Financial Services before then.

Mr. Sollicito earned a B.A. in economics from the University of Connecticut and holds the FINRA Series 7 and 24 licenses. He began his career in the investment industry in 1997.

Andrew Szabo is a senior managing director and portfolio manager of securitized products at Newfleet Asset Management.

Mr. Szabo is co-head of the securitized products team, specializing in agency and non-agency residential mortgage-backed securities. Prior to joining Newfleet in 2011, Mr. Szabo held this same role on the fixed income team at Goodwin Capital Advisers. In addition, Mr. Szabo is a co-portfolio manager of a securitized product ETF.

Mr. Szabo began working at Goodwin Capital’s predecessor, Phoenix Investment Counsel, in 1986 and became a member of the multi-sector fixed income team in 1989, starting as a credit analyst for the securitized products sector.

Mr. Szabo earned a B.S. in finance from Central Connecticut State University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1986.

Zachary Szyndlar is an assistant director, portfolio manager, and credit analyst of securitized products at Newfleet Asset Management. Mr. Szyndlar supports the securitized products team with research on asset-backed securities, commercial mortgage-backed securities, and agency and non-agency residential mortgage-backed securities. In addition, Mr. Szyndlar is a co-portfolio manager of a securitized product ETF.

Prior to joining Newfleet in 2014, Mr. Szyndlar was a research consultant at Symmetry Partners, LLC.

Mr. Szyndlar holds a B.S. in accounting from Salve Regina University, and an M.S. in finance from Fairfield University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. Mr. Szyndlar began his career in the investment industry in 2013.

David Albrycht, CFA, is president and chief investment officer of Newfleet Asset Management. Mr. Albrycht is the senior portfolio manager of several multi-sector fixed income strategies, some dating back to the early 1990s. In his role as CIO, Mr. Albrycht drives top-down strategy for Newfleet’s investment platform, which includes multi-sector and dedicated sector strategies for high yield and bank loans. In addition to managing mutual funds and variable investment options in these strategies, Mr. Albrycht is co-manager of two closed-end funds, Virtus Total Return Fund Inc. (NYSE: ZTR) and Virtus Global Multi-Sector Income Fund (NYSE: VGI).  He also is co-manager of four exchange traded funds, AdvisorShares Newfleet Multi-Sector Income ETF (NYSE: MINC), Virtus Newfleet Multi-Sector Bond ETF (NYSE: NFLT), Virtus Newfleet High Yield Bond ETF (NYSE: BLHY), and Virtus Newfleet ABS/MBS ETF (NYSE: VABS), and two offshore funds, the Virtus GF Multi-Sector Short Duration Bond Fund and the Virtus GF Multi-Sector Income Fund.  Additionally, Mr. Albrycht is responsible for the structuring and management of Newfleet’s CLO platform.

Prior to joining Newfleet in 2011, Mr. Albrycht was executive managing director and senior portfolio manager with Goodwin Capital Advisers, a former investment management subsidiary of Newfleet’s parent, Virtus Investment Partners. Prior to that role, Mr. Albrycht was director of credit research at Goodwin’s predecessor, Phoenix Investment Counsel (PIC). In addition, he managed the Phoenix MISTIC CDO, a $1 billion multi-sector collateralized debt obligation, for which he was responsible for credit analysis and deal structure. He joined the PIC multi-sector fixed income team in 1985 as a credit analyst and has managed fixed income portfolios since 1991.

Mr. Albrycht earned a B.A., cum laude, from Central Connecticut State University and an M.B.A., with honors, from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1985.

Please consider a Fund’s investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, contact your financial representative, call 800-243-4361, or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.

Mutual Funds, Virtus Newfleet ETFs, and Virtus Global Funds distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc.

Lisa Baribault is a director and portfolio manager at Newfleet Asset Management and part of the multi-sector portfolio management team. Ms. Baribault has management responsibilities for several open-end mutual funds, institutional accounts, and subadvisory assignments.

Prior to joining Newfleet in 2011, Ms. Baribault was a manager of Investment Accounting at Phoenix Life Insurance Company.

Ms. Baribault earned a B.S. in finance from Quinnipiac University and an M.B.A. from Regis University. She began her career in the investment industry in 2003.

Ben Caron is a senior managing director and portfolio manager at Newfleet Asset Management. He is a member of the multi-sector portfolio management team.

Mr. Caron is co-portfolio manager of, and assists in the management of, several multi-sector fixed income portfolios. Working with the CIO and senior portfolio manager, Mr. Caron contributes to multi-sector strategy and is responsible for strategy execution and portfolio monitoring across open-end funds, closed-end funds, ETFs, and off-shore vehicles that the team manages.

Prior to joining Newfleet in 2011, Mr. Caron was on the fixed income team at Goodwin Capital Advisers, the former Phoenix Investment Counsel (PIC). He joined PIC in 2002 as a client service associate for the institutional markets group focusing on institutional fixed income clients. Earlier in his career, he was with Fidelity Investments, where he was responsible for client management and sales in the managed account group.

Mr. Caron earned a B.A. from Syracuse University and an M.B.A. from Suffolk University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. Mr. Caron began his career in the investment industry in 1997.

William Eastwood is a senior managing director, portfolio manager, and head of trading at Newfleet Asset Management with trading responsibilities primarily for leveraged finance. In addition, Mr. Eastwood is co-portfolio manager of the Newfleet High Yield strategy through a number of subadvisory relationships.

Mr. Eastwood joined Newfleet in 2011 as a senior fixed income trader. Prior to joining Newfleet, he served as a senior fixed income trader at several firms, including Neuberger Berman, PPM America, and Phoenix Investment Counsel.

Mr. Eastwood earned a B.S. in finance from Post University and an M.B.A. from the University of Hartford. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1995.

Tim Heaney is a senior managing director and senior portfolio manager of municipal securities at Newfleet Asset Management.

Mr. Heaney specializes in both taxable and tax-exempt municipal bonds. He manages a variety of municipal bond portfolios, including an open-end fund and high-net-worth portfolios for Newfleet. He also manages institutional portfolios and a closed-end fund for an affiliated manager, Duff & Phelps Investment Management Co.

Mr. Heaney has been with Newfleet and its affiliates since 1992 in successive fixed income roles. Prior to joining Newfleet in 2011, he was a senior vice president and portfolio manager of Virtus Investment Advisers (VIA) from 2008 to 2011. Previously, he was associated with Phoenix Investment Counsel, formerly an affiliate of VIA, and was also managing director, fixed income (1997-2007); director, fixed income research (1996-1997); and investment analyst (1995-1996). He was an investment analyst of Phoenix Life Insurance Company from 1992 to 1994.

Previously, Mr. Heaney was a senior credit analyst in the commercial lending division at Connecticut National Bank. Mr. Heaney holds a B.S. and an M.B.A. from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1990.

Eric Hess is a managing director and portfolio manager at Newfleet Asset Management and sector head of high yield credit. He is also responsible for credit research of the energy sector. In addition, Mr. Hess is co-portfolio manager of the Newfleet High Yield strategy through a number of subadvisory relationships.

Prior to joining Newfleet in 2011, Mr. Hess was on the fixed income team at Goodwin Capital Advisers. He joined Goodwin Capital’s corporate credit research group in 2010. Previous to joining Goodwin, he was a credit analyst for The Travelers Companies.

Mr. Hess earned a B.B.A. in finance from the University of Notre Dame, and he is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2006. 

Stephen Hooker is a managing director and portfolio manager at Newfleet Asset Management.

Mr. Hooker is a member of the multi-sector portfolio management team with primary responsibility for institutional accounts.  He also serves as co-portfolio manager and assists in the management of several open-end and closed-end mutual funds. He joined Newfleet in 2011 to serve as sector manager for emerging markets, where he was responsible for researching issuers in Europe, the Middle East, and Africa. 

From 2005 until 2011, Mr. Hooker was vice president, senior credit analyst at Aladdin Capital Management and Global Plus Investment Management, respectively, both of which specialize in high yield and structured credit products. Prior to 2005, he was at Phoenix Investment Counsel for 12 years, serving in various capacities, including as a senior credit analyst and emerging markets sector manager on its fixed income team. 

Mr. Hooker earned a B.A. in psychology from Trinity College. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1993.

Kyle Jennings is a senior managing director and the head of credit research at Newfleet Asset Management. Mr. Jennings is also co-portfolio manager of Newfleet’s Floating Rate Bank Loan, High Yield, and Global Multi-Sector Income strategies through a number of subadvisory relationships. Additionally, Mr. Jennings is responsible for the structuring and management of Newfleet’s CLO platform.

Mr. Jennings is a member of Newfleet’s corporate credit research team and currently covers the gaming, healthcare, and pharmaceuticals industries. He is also a member of the team that formulates the leveraged finance strategy for the multi-sector fixed income strategies.

Prior to joining Newfleet in 2011, Mr. Jennings was on the fixed income team at Goodwin Capital Advisers, joining the predecessor, Phoenix Investment Counsel, in 1998. Before that, he was a credit research analyst in the banking industry for Shawmut Bank, Ironwood Capital, and Citizens Bank.  
 
Mr. Jennings earned a B.S. in finance from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1992.

Lisa Leonard is a managing director and portfolio manager of municipal securities at Newfleet Asset Management.

Ms. Leonard specializes in both taxable and tax-exempt municipal bonds. She manages a variety of municipal bond portfolios, including an open-end fund and high-net-worth portfolios for Newfleet. She also manages municipal bond portfolios for an affiliated manager, Duff & Phelps Investment Management Co., and is an officer of a Duff & Phelps closed-end fund.

Ms. Leonard has been with Newfleet and its affiliates since 1987 in successive fixed income roles. Prior to joining Newfleet in 2011, she was a vice president and portfolio manager, fixed income of Virtus Investment Advisers (VIA) from 2008 to 2011. Previously, she was associated with Phoenix Investment Counsel, formerly an affiliate of VIA, and was also director, municipal research (1998-2007); director, investment operations (1994-1998); and fixed income trader (1987-1993).

Previously, Ms. Leonard was a municipal finance analyst with Connecticut Bank & Trust. She holds a B.S. from the University of Connecticut and began her career in the investment industry in 1986.

Frank Ossino is a senior managing director, senior portfolio manager, and sector head of the bank loan asset class at Newfleet Asset Management. Mr. Ossino serves as a portfolio manager of Newfleet’s Floating Rate Bank Loan strategy through a number of subadvisory relationships. Additionally, Mr. Ossino is responsible for the structuring and management of Newfleet’s CLO platform.

Prior to joining Virtus in 2012, Mr. Ossino was a portfolio manager at Hartford Investment Management Company (2004-2011) and Hartford Funds subadviser Wellington Management (2012), where he managed mutual funds focused on bank loans and a commingled bank loan portfolio for institutional investors. Previously, he held a variety of credit analyst and portfolio management positions at CIGNA (2002-2004), HVB Bank (2000-2002), and FleetBoston Financial (1996-2000).

Mr. Ossino earned his M.S. in international economics and finance from Brandeis University and Luigi Bocconi University in Milan, Italy and a B.S. in economics, cum laude, from Brandeis University. He began his career in the investment industry in 1996.

Christine Ouellette is a director and portfolio manager at Newfleet Asset Management. Working with the senior portfolio manager, Ms. Ouellette is responsible for managing a variety of fixed income portfolios, including open-end mutual funds, closed-end funds, variable insurance funds, ETFs, and offshore vehicles the team manages.

Prior to joining Newfleet in 2011, Ms. Ouellette was on the fixed income team at Goodwin Capital Advisers. Ms. Ouellette joined Goodwin’s predecessor, Phoenix Investment Counsel, in 2000 as a settlements analyst, resolving issues related to trading activities, wire transfers, security movements, corporate actions, and income collections. Earlier in her career, Ms. Ouellette was responsible for client account management at Brown Brothers Harriman & Co.

Ms. Ouellette earned a B.S. in finance from Bentley College and an M.B.A. from the University of Connecticut. She began her career in the investment industry in 1997.

Nick Rinaldi is a senior managing director and portfolio manager of securitized products at Newfleet Asset Management.

Mr. Rinaldi is co-head of the securitized products team, specializing in asset-backed and commercial mortgage-backed securities. Prior to joining Newfleet in 2011, he held this same role on the fixed income team at Goodwin Capital Advisers. In addition, Mr. Rinaldi is a co-portfolio manager of a securitized product ETF.

Mr. Rinaldi began his career at Goodwin Capital’s predecessor, Phoenix Investment Counsel, in 1992 and joined the multi-sector fixed income team in 1994 as a credit analyst for the securitized products sector, focusing on asset-backed, commercial mortgage-backed, and residential mortgage-backed securities.

Mr. Rinaldi earned a B.S. in finance from Northeastern University and an M.B.A. in finance from the University of Connecticut. He began his career in the investment industry in 1992.

Andrew Szabo is a senior managing director and portfolio manager of securitized products at Newfleet Asset Management.

Mr. Szabo is co-head of the securitized products team, specializing in agency and non-agency residential mortgage-backed securities. Prior to joining Newfleet in 2011, Mr. Szabo held this same role on the fixed income team at Goodwin Capital Advisers. In addition, Mr. Szabo is a co-portfolio manager of a securitized product ETF.

Mr. Szabo began working at Goodwin Capital’s predecessor, Phoenix Investment Counsel, in 1986 and became a member of the multi-sector fixed income team in 1989, starting as a credit analyst for the securitized products sector.

Mr. Szabo earned a B.S. in finance from Central Connecticut State University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1986.

Zachary Szyndlar is an assistant director, portfolio manager, and credit analyst of securitized products at Newfleet Asset Management. Mr. Szyndlar supports the securitized products team with research on asset-backed securities, commercial mortgage-backed securities, and agency and non-agency residential mortgage-backed securities. In addition, Mr. Szyndlar is a co-portfolio manager of a securitized product ETF.

Prior to joining Newfleet in 2014, Mr. Szyndlar was a research consultant at Symmetry Partners, LLC.

Mr. Szyndlar holds a B.S. in accounting from Salve Regina University, and an M.S. in finance from Fairfield University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. Mr. Szyndlar began his career in the investment industry in 2013.

Tim Heaney is a senior managing director and senior portfolio manager of municipal securities at Newfleet Asset Management.

Mr. Heaney specializes in both taxable and tax-exempt municipal bonds. He manages a variety of municipal bond portfolios, including an open-end fund and high-net-worth portfolios for Newfleet. He also manages institutional portfolios and a closed-end fund for an affiliated manager, Duff & Phelps Investment Management Co.

Mr. Heaney has been with Newfleet and its affiliates since 1992 in successive fixed income roles. Prior to joining Newfleet in 2011, he was a senior vice president and portfolio manager of Virtus Investment Advisers (VIA) from 2008 to 2011. Previously, he was associated with Phoenix Investment Counsel, formerly an affiliate of VIA, and was also managing director, fixed income (1997-2007); director, fixed income research (1996-1997); and investment analyst (1995-1996). He was an investment analyst of Phoenix Life Insurance Company from 1992 to 1994.

Previously, Mr. Heaney was a senior credit analyst in the commercial lending division at Connecticut National Bank. Mr. Heaney holds a B.S. and an M.B.A. from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1990.

Eric Hess is a managing director and portfolio manager at Newfleet Asset Management and sector head of high yield credit. He is also responsible for credit research of the energy sector. In addition, Mr. Hess is co-portfolio manager of the Newfleet High Yield strategy through a number of subadvisory relationships.

Prior to joining Newfleet in 2011, Mr. Hess was on the fixed income team at Goodwin Capital Advisers. He joined Goodwin Capital’s corporate credit research group in 2010. Previous to joining Goodwin, he was a credit analyst for The Travelers Companies.

Mr. Hess earned a B.B.A. in finance from the University of Notre Dame, and he is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2006. 

Ryan Jungk is a managing director and credit analyst at Newfleet Asset Management. Mr. Jungk serves as the investment grade corporate sector manager for the team. He is responsible for covering the aerospace and defense, building materials, homebuilding, construction machinery, airlines, manufacturing, other industrial, and metals & mining industries.

Prior to joining Newfleet in 2012, Mr. Jungk was a junior fixed income analyst at the Knights of Columbus, serving as a sector generalist.

Mr. Jungk earned a B.B.A. from Stetson University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2010.

Peter Lannigan is a senior managing director and head of emerging markets at Newfleet Asset Management. 

Mr. Lannigan has over 20 years of experience on both the buy-side and sell-side of emerging markets investing. Prior to joining Newfleet in 2017, Mr. Lannigan was a principal with Macroeconomic & Cross-Border Advisory where he advised investors on emerging markets fixed income investment strategies. Previous affiliations also include Cowen Group (managing director, emerging markets desk strategist), where he conducted emerging markets sovereign and corporate credit research and developed credit, rate, and currency recommendations for a model portfolio; Exotix Limited (director), where he focused on Latin American fixed income research and formulated global macroeconomic, credit, interest rate, and currency views; and Harbert Management Corporation (equity partner and senior managing director) and Northshore Asset Management (managing director, portfolio manager), at which he established and managed global/macro emerging market hedge funds. Earlier in his career, Mr. Lannigan worked at Phoenix Investment Counsel with his current Newfleet colleagues on the multi-sector fixed income team analyzing sovereign risk of emerging market countries and credit risk of quasi-sovereigns and corporates. He also managed an emerging markets mutual fund at Phoenix.

Mr. Lannigan earned a bachelor of business administration from the University of Massachusetts Isenberg School of Management and an M.B.A. in finance from the Babson College F.W. Olin Graduate School of Business. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He holds the Series 7 and 63 licenses. He began his career in the investment industry in 1989.

Lisa Leonard is a managing director and portfolio manager of municipal securities at Newfleet Asset Management.

Ms. Leonard specializes in both taxable and tax-exempt municipal bonds. She manages a variety of municipal bond portfolios, including an open-end fund and high-net-worth portfolios for Newfleet. She also manages municipal bond portfolios for an affiliated manager, Duff & Phelps Investment Management Co., and is an officer of a Duff & Phelps closed-end fund.

Ms. Leonard has been with Newfleet and its affiliates since 1987 in successive fixed income roles. Prior to joining Newfleet in 2011, she was a vice president and portfolio manager, fixed income of Virtus Investment Advisers (VIA) from 2008 to 2011. Previously, she was associated with Phoenix Investment Counsel, formerly an affiliate of VIA, and was also director, municipal research (1998-2007); director, investment operations (1994-1998); and fixed income trader (1987-1993).

Previously, Ms. Leonard was a municipal finance analyst with Connecticut Bank & Trust. She holds a B.S. from the University of Connecticut and began her career in the investment industry in 1986.

Frank Ossino is a senior managing director, senior portfolio manager, and sector head of the bank loan asset class at Newfleet Asset Management. Mr. Ossino serves as a portfolio manager of Newfleet’s Floating Rate Bank Loan strategy through a number of subadvisory relationships. Additionally, Mr. Ossino is responsible for the structuring and management of Newfleet’s CLO platform.

Prior to joining Virtus in 2012, Mr. Ossino was a portfolio manager at Hartford Investment Management Company (2004-2011) and Hartford Funds subadviser Wellington Management (2012), where he managed mutual funds focused on bank loans and a commingled bank loan portfolio for institutional investors. Previously, he held a variety of credit analyst and portfolio management positions at CIGNA (2002-2004), HVB Bank (2000-2002), and FleetBoston Financial (1996-2000).

Mr. Ossino earned his M.S. in international economics and finance from Brandeis University and Luigi Bocconi University in Milan, Italy and a B.S. in economics, cum laude, from Brandeis University. He began his career in the investment industry in 1996.

Nick Rinaldi is a senior managing director and portfolio manager of securitized products at Newfleet Asset Management.

Mr. Rinaldi is co-head of the securitized products team, specializing in asset-backed and commercial mortgage-backed securities. Prior to joining Newfleet in 2011, he held this same role on the fixed income team at Goodwin Capital Advisers. In addition, Mr. Rinaldi is a co-portfolio manager of a securitized product ETF.

Mr. Rinaldi began his career at Goodwin Capital’s predecessor, Phoenix Investment Counsel, in 1992 and joined the multi-sector fixed income team in 1994 as a credit analyst for the securitized products sector, focusing on asset-backed, commercial mortgage-backed, and residential mortgage-backed securities.

Mr. Rinaldi earned a B.S. in finance from Northeastern University and an M.B.A. in finance from the University of Connecticut. He began his career in the investment industry in 1992.

Daniel Senecal is a managing director and credit analyst at Newfleet Asset Management. He is a sector manager within the emerging markets analyzing both sovereign and corporate debt.

In addition, Mr. Senecal is co-portfolio manager of the Virtus Global Multi-Sector Income Fund (NYSE: VGI), a closed-end fund.

Prior to joining Newfleet in 2011, Mr. Senecal was on the fixed income team at Goodwin Capital Advisers. He began at Goodwin Capital’s predecessor, Phoenix Investment Counsel, in 1997 as a corporate credit research analyst, followed by several roles, including sector manager for investment grade corporate credit and sovereign credit, as well as portfolio manager for high yield and emerging market debt strategies.

Earlier in his career, Mr. Senecal completed a formal credit training program at Shawmut National Bank where he was a credit research analyst and lender. He also worked at BankBoston as a corporate bond analyst.

Mr. Senecal earned a B.A. in economics and English from Assumption College and an M.B.A. in finance from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1990.

Andrew Szabo is a senior managing director and portfolio manager of securitized products at Newfleet Asset Management.

Mr. Szabo is co-head of the securitized products team, specializing in agency and non-agency residential mortgage-backed securities. Prior to joining Newfleet in 2011, Mr. Szabo held this same role on the fixed income team at Goodwin Capital Advisers. In addition, Mr. Szabo is a co-portfolio manager of a securitized product ETF.

Mr. Szabo began working at Goodwin Capital’s predecessor, Phoenix Investment Counsel, in 1986 and became a member of the multi-sector fixed income team in 1989, starting as a credit analyst for the securitized products sector.

Mr. Szabo earned a B.S. in finance from Central Connecticut State University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1986.

Jason Abercrombie is an assistant director and credit analyst at Newfleet Asset Management. He covers the media-cable, technology, and telecom industries.

Mr. Abercrombie earned a B.S in finance, magna cum laude, from Central Connecticut State University and an M.B.A. from the University of Connecticut. He began his career in the investment industry in 2012 and joined Newfleet in 2013.

Jeffrey Albrycht is an assistant trader at Newfleet Asset Management.

Prior to joining Newfleet in 2016, Mr. Albrycht was an intern at the firm, assisting with performance reporting and analytics.

Mr. Albrycht earned a B.S. in communications, with a concentration in business communications, from the University of Connecticut.  He began his career in the investment industry in 2016.

Ryan Albrycht is a fixed income trader at Newfleet Asset Management. His primary responsibility is investment grade corporate bonds, with back-up responsibilities for leveraged finance and emerging markets debt.

Mr. Albrycht joined Newfleet in 2011 as a junior fixed income trader with a focus on U.S. Treasuries and municipal bonds. Prior to joining Newfleet, he was a new business underwriter for Aetna.

Mr. Albrycht earned a B.S. in political science from Trinity College in 2006. He began his career in the investment industry in 2011.

Charles Anthony is an assistant director and fixed income trader at Newfleet Asset Management. His primary responsibility is emerging markets debt, with back-up responsibilities for leveraged finance and investment grade corporates.

Mr. Anthony joined Newfleet in 2014 as a junior fixed income trader. Prior to joining Newfleet, Mr. Anthony was a trader at MassMutual Financial Group for seven years.  Previously, he was a financial advisor in Morgan Stanley’s Global Wealth Management Group.

Mr. Anthony earned a B.S. in business administration (finance) from Bryant University.  He began his career in the investment industry in 2006.

Justin Audet is an assistant director and credit analyst at Newfleet Asset Management, covering the following industries: chemical, packaging & paper, auto, environmental, railroads, and transportation services.

Prior to joining Virtus in 2013 as a municipal credit analyst, Mr. Audet was an investment associate at Regent Wealth Management Group for two years, providing research, analysis, and trading for client accounts. Earlier, he was a performance analyst with Xerox Corporation.

Mr. Audet earned a B.A. in psychology from Saint Michael’s College and an M.B.A. from the University of Connecticut.  He has passed Level II of the CFA^® (Chartered Financial Analyst^®) Program. He began his career in the investment industry in 2008.

John Catarius is a credit analyst at Newfleet Asset Management, covering investment grade healthcare, health insurance, pharmaceuticals, parts of consumer services, and REITS.

Prior to joining Newfleet in 2011 as a municipal bond credit analyst, Mr. Catarius worked as a private equity valuation and reporting analyst for TIAA-CREF.

Mr. Catarius holds a B.B.A. from James Madison University. He began his career in the investment industry in 2009.

William Eastwood is a senior managing director, portfolio manager, and head of trading at Newfleet Asset Management with trading responsibilities primarily for leveraged finance. In addition, Mr. Eastwood is co-portfolio manager of the Newfleet High Yield strategy through a number of subadvisory relationships.

Mr. Eastwood joined Newfleet in 2011 as a senior fixed income trader. Prior to joining Newfleet, he served as a senior fixed income trader at several firms, including Neuberger Berman, PPM America, and Phoenix Investment Counsel.

Mr. Eastwood earned a B.S. in finance from Post University and an M.B.A. from the University of Hartford. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1995.

Cecelia Gerber is a director and credit analyst at Newfleet Asset Management. Ms. Gerber specializes in foreign and emerging markets credit research and held a previous role at Newfleet as a fixed income trader.

Prior to joining Newfleet in 2011, Ms. Gerber was on the fixed income team at Goodwin Capital Advisers.

Ms. Gerber earned a B.A. in economics from the University of New Hampshire and an M.B.A. from the University of Hartford. She began her career in the investment industry in 1998.

Eric Hess is a managing director and portfolio manager at Newfleet Asset Management and sector head of high yield credit. He is also responsible for credit research of the energy sector. In addition, Mr. Hess is co-portfolio manager of the Newfleet High Yield strategy through a number of subadvisory relationships.

Prior to joining Newfleet in 2011, Mr. Hess was on the fixed income team at Goodwin Capital Advisers. He joined Goodwin Capital’s corporate credit research group in 2010. Previous to joining Goodwin, he was a credit analyst for The Travelers Companies.

Mr. Hess earned a B.B.A. in finance from the University of Notre Dame, and he is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2006. 

Chris Kissane is a credit analyst at Newfleet Asset Management.  He covers the following industries:  brokerage, consumer products, food/beverage, leisure, lodging, natural gas pipelines, REITs, media-non cable, supermarkets, textile, and tobacco.

Prior to joining Newfleet in 2012, Mr. Kissane was a senior associate at GlobeOp Financial Services, where he served as the primary fund accountant for hedge fund and fund-of-funds clients. As part of his graduate education, he served as a portfolio manager and sector analyst covering the consumer cyclical and transportation industries for the Cayuga Fund at Cornell University’s Johnson Graduate School of Business.

Mr. Kissane earned a B.S. in finance (cum laude) from Roger Williams University and an M.B.A. (with distinction) from Cornell University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2007.

Peter Lannigan is a senior managing director and head of emerging markets at Newfleet Asset Management. 

Mr. Lannigan has over 20 years of experience on both the buy-side and sell-side of emerging markets investing. Prior to joining Newfleet in 2017, Mr. Lannigan was a principal with Macroeconomic & Cross-Border Advisory where he advised investors on emerging markets fixed income investment strategies. Previous affiliations also include Cowen Group (managing director, emerging markets desk strategist), where he conducted emerging markets sovereign and corporate credit research and developed credit, rate, and currency recommendations for a model portfolio; Exotix Limited (director), where he focused on Latin American fixed income research and formulated global macroeconomic, credit, interest rate, and currency views; and Harbert Management Corporation (equity partner and senior managing director) and Northshore Asset Management (managing director, portfolio manager), at which he established and managed global/macro emerging market hedge funds. Earlier in his career, Mr. Lannigan worked at Phoenix Investment Counsel with his current Newfleet colleagues on the multi-sector fixed income team analyzing sovereign risk of emerging market countries and credit risk of quasi-sovereigns and corporates. He also managed an emerging markets mutual fund at Phoenix.

Mr. Lannigan earned a bachelor of business administration from the University of Massachusetts Isenberg School of Management and an M.B.A. in finance from the Babson College F.W. Olin Graduate School of Business. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He holds the Series 7 and 63 licenses. He began his career in the investment industry in 1989.

Evan Lassow is an assistant director and credit analyst at Newfleet Asset Management covering investment grade energy and utilities, and parts of consumer services.

Prior to joining Newfleet in 2014 as a credit analyst of municipal securities, Mr. Lassow was a business development analyst at United Technologies Corporation following two years as an associate in the company’s Financial Leadership Program.

Mr. Lassow earned a B.S. in business administration (magna cum laude), with concentrations in finance and international business, from the University of Vermont. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2011.

David Mitchell is an assistant director and credit analyst at Newfleet Asset Management. He covers the banking, finance company, insurance (life and P&C), restaurant, and retail industries.

Prior to joining Newfleet in 2014, Mr. Mitchell was a senior regional sales consultant at Virtus Investment Partners, representing retail mutual funds and separately managed accounts. Previously, he worked in corporate cash management at UBS in Chicago.

Mr. Mitchell earned a B.A. in economics from Cornell University, and he holds the CFA^® (Chartered Financial Analyst^®) designation. He began his career in the investment industry in 2007.

Daniel Senecal is a managing director and credit analyst at Newfleet Asset Management. He is a sector manager within the emerging markets analyzing both sovereign and corporate debt.

In addition, Mr. Senecal is co-portfolio manager of the Virtus Global Multi-Sector Income Fund (NYSE: VGI), a closed-end fund.

Prior to joining Newfleet in 2011, Mr. Senecal was on the fixed income team at Goodwin Capital Advisers. He began at Goodwin Capital’s predecessor, Phoenix Investment Counsel, in 1997 as a corporate credit research analyst, followed by several roles, including sector manager for investment grade corporate credit and sovereign credit, as well as portfolio manager for high yield and emerging market debt strategies.

Earlier in his career, Mr. Senecal completed a formal credit training program at Shawmut National Bank where he was a credit research analyst and lender. He also worked at BankBoston as a corporate bond analyst.

Mr. Senecal earned a B.A. in economics and English from Assumption College and an M.B.A. in finance from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1990.

Andrew Szabo is a senior managing director and portfolio manager of securitized products at Newfleet Asset Management.

Mr. Szabo is co-head of the securitized products team, specializing in agency and non-agency residential mortgage-backed securities. Prior to joining Newfleet in 2011, Mr. Szabo held this same role on the fixed income team at Goodwin Capital Advisers. In addition, Mr. Szabo is a co-portfolio manager of a securitized product ETF.

Mr. Szabo began working at Goodwin Capital’s predecessor, Phoenix Investment Counsel, in 1986 and became a member of the multi-sector fixed income team in 1989, starting as a credit analyst for the securitized products sector.

Mr. Szabo earned a B.S. in finance from Central Connecticut State University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1986.

Zachary Szyndlar is an assistant director, portfolio manager, and credit analyst of securitized products at Newfleet Asset Management. Mr. Szyndlar supports the securitized products team with research on asset-backed securities, commercial mortgage-backed securities, and agency and non-agency residential mortgage-backed securities. In addition, Mr. Szyndlar is a co-portfolio manager of a securitized product ETF.

Prior to joining Newfleet in 2014, Mr. Szyndlar was a research consultant at Symmetry Partners, LLC.

Mr. Szyndlar holds a B.S. in accounting from Salve Regina University, and an M.S. in finance from Fairfield University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. Mr. Szyndlar began his career in the investment industry in 2013.

Paul Privitera is director – institutional business development at Newfleet Asset Management.

Mr. Privitera supports Newfleet’s institutional distribution efforts, including business development, marketing, and client service. Prior to joining Newfleet in 2016, Mr. Privitera was a senior regional sales consultant at Virtus Investment Partners, representing retail mutual funds and separately managed accounts.

Mr. Privitera earned a B.A. in Business Administration from the University of Hartford and an M.B.A. from the University of Connecticut. He holds the FINRA Series 7 and 66 licenses, and has passed Level I of the CFA^® (Chartered Financial Analyst^®) Program. He began his career in the investment industry in 2009.

Kathleen Richter is a marketing and portfolio support associate at Newfleet Asset Management. Ms. Richter supports the portfolio management team in various capacities and is responsible for coordinating the firm’s operational efforts.

Prior to joining Newfleet in 2012, Ms. Richter was a new business transition manager at Mass Mutual, where she coordinated all aspects of the plan asset transfer process. Prior to that Ms. Richter worked as a compliance coordinator at The Phoenix Companies.

Ms. Richter earned a B.S. in Business Administration with a concentration in Accounting from Bay Path University. She began her career in financial services in 2012.

Mike Sollicito is chief operating officer at Newfleet Asset Management.

Mr. Sollicito supports Newfleet’s business activities, including assisting the firm’s president in managing the profitability and marketability of Newfleet’s fixed income strategies and overseeing operations. In addition, he chairs Newfleet’s risk management oversight committee, responsible for monitoring and oversight of all strategies advised by Newfleet to ensure investment team is managing, monitoring, and mitigating portfolio risks appropriately, facilitating investment team accountability.

Prior to joining Newfleet in 2013, Mr. Sollicito was a fixed income product specialist for Virtus Investment Partners, where he was responsible for strategy positioning/marketplace research and developing product opportunities, as well as responsibilities of monitoring and reporting of covered strategies to the Investment Oversight Committee. Mr. Sollicito joined Virtus in 2005 as a member of the retail distribution team. Previously, he was a financial advisor with Omega Financial Group, LLC for eight years and with Prudential Preferred Financial Services before then.

Mr. Sollicito earned a B.A. in economics from the University of Connecticut and holds the FINRA Series 7 and 24 licenses. He began his career in the investment industry in 1997.

Jason Abercrombie is an assistant director and credit analyst at Newfleet Asset Management. He covers the media-cable, technology, and telecom industries.

Mr. Abercrombie earned a B.S in finance, magna cum laude, from Central Connecticut State University and an M.B.A. from the University of Connecticut. He began his career in the investment industry in 2012 and joined Newfleet in 2013.

David Albrycht, CFA, is president and chief investment officer of Newfleet Asset Management. Mr. Albrycht is the senior portfolio manager of several multi-sector fixed income strategies, some dating back to the early 1990s. In his role as CIO, Mr. Albrycht drives top-down strategy for Newfleet’s investment platform, which includes multi-sector and dedicated sector strategies for high yield and bank loans. In addition to managing mutual funds and variable investment options in these strategies, Mr. Albrycht is co-manager of two closed-end funds, Virtus Total Return Fund Inc. (NYSE: ZTR) and Virtus Global Multi-Sector Income Fund (NYSE: VGI).  He also is co-manager of four exchange traded funds, AdvisorShares Newfleet Multi-Sector Income ETF (NYSE: MINC), Virtus Newfleet Multi-Sector Bond ETF (NYSE: NFLT), Virtus Newfleet High Yield Bond ETF (NYSE: BLHY), and Virtus Newfleet ABS/MBS ETF (NYSE: VABS), and two offshore funds, the Virtus GF Multi-Sector Short Duration Bond Fund and the Virtus GF Multi-Sector Income Fund.  Additionally, Mr. Albrycht is responsible for the structuring and management of Newfleet’s CLO platform.

Prior to joining Newfleet in 2011, Mr. Albrycht was executive managing director and senior portfolio manager with Goodwin Capital Advisers, a former investment management subsidiary of Newfleet’s parent, Virtus Investment Partners. Prior to that role, Mr. Albrycht was director of credit research at Goodwin’s predecessor, Phoenix Investment Counsel (PIC). In addition, he managed the Phoenix MISTIC CDO, a $1 billion multi-sector collateralized debt obligation, for which he was responsible for credit analysis and deal structure. He joined the PIC multi-sector fixed income team in 1985 as a credit analyst and has managed fixed income portfolios since 1991.

Mr. Albrycht earned a B.A., cum laude, from Central Connecticut State University and an M.B.A., with honors, from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1985.

Please consider a Fund’s investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, contact your financial representative, call 800-243-4361, or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.

Mutual Funds, Virtus Newfleet ETFs, and Virtus Global Funds distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc.

Jeffrey Albrycht is an assistant trader at Newfleet Asset Management.

Prior to joining Newfleet in 2016, Mr. Albrycht was an intern at the firm, assisting with performance reporting and analytics.

Mr. Albrycht earned a B.S. in communications, with a concentration in business communications, from the University of Connecticut.  He began his career in the investment industry in 2016.

Ryan Albrycht is a fixed income trader at Newfleet Asset Management. His primary responsibility is investment grade corporate bonds, with back-up responsibilities for leveraged finance and emerging markets debt.

Mr. Albrycht joined Newfleet in 2011 as a junior fixed income trader with a focus on U.S. Treasuries and municipal bonds. Prior to joining Newfleet, he was a new business underwriter for Aetna.

Mr. Albrycht earned a B.S. in political science from Trinity College in 2006. He began his career in the investment industry in 2011.

Charles Anthony is an assistant director and fixed income trader at Newfleet Asset Management. His primary responsibility is emerging markets debt, with back-up responsibilities for leveraged finance and investment grade corporates.

Mr. Anthony joined Newfleet in 2014 as a junior fixed income trader. Prior to joining Newfleet, Mr. Anthony was a trader at MassMutual Financial Group for seven years.  Previously, he was a financial advisor in Morgan Stanley’s Global Wealth Management Group.

Mr. Anthony earned a B.S. in business administration (finance) from Bryant University.  He began his career in the investment industry in 2006.

Justin Audet is an assistant director and credit analyst at Newfleet Asset Management, covering the following industries: chemical, packaging & paper, auto, environmental, railroads, and transportation services.

Prior to joining Virtus in 2013 as a municipal credit analyst, Mr. Audet was an investment associate at Regent Wealth Management Group for two years, providing research, analysis, and trading for client accounts. Earlier, he was a performance analyst with Xerox Corporation.

Mr. Audet earned a B.A. in psychology from Saint Michael’s College and an M.B.A. from the University of Connecticut.  He has passed Level II of the CFA^® (Chartered Financial Analyst^®) Program. He began his career in the investment industry in 2008.

Lisa Baribault is a director and portfolio manager at Newfleet Asset Management and part of the multi-sector portfolio management team. Ms. Baribault has management responsibilities for several open-end mutual funds, institutional accounts, and subadvisory assignments.

Prior to joining Newfleet in 2011, Ms. Baribault was a manager of Investment Accounting at Phoenix Life Insurance Company.

Ms. Baribault earned a B.S. in finance from Quinnipiac University and an M.B.A. from Regis University. She began her career in the investment industry in 2003.

Ben Caron is a senior managing director and portfolio manager at Newfleet Asset Management. He is a member of the multi-sector portfolio management team.

Mr. Caron is co-portfolio manager of, and assists in the management of, several multi-sector fixed income portfolios. Working with the CIO and senior portfolio manager, Mr. Caron contributes to multi-sector strategy and is responsible for strategy execution and portfolio monitoring across open-end funds, closed-end funds, ETFs, and off-shore vehicles that the team manages.

Prior to joining Newfleet in 2011, Mr. Caron was on the fixed income team at Goodwin Capital Advisers, the former Phoenix Investment Counsel (PIC). He joined PIC in 2002 as a client service associate for the institutional markets group focusing on institutional fixed income clients. Earlier in his career, he was with Fidelity Investments, where he was responsible for client management and sales in the managed account group.

Mr. Caron earned a B.A. from Syracuse University and an M.B.A. from Suffolk University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. Mr. Caron began his career in the investment industry in 1997.

John Catarius is a credit analyst at Newfleet Asset Management, covering investment grade healthcare, health insurance, pharmaceuticals, parts of consumer services, and REITS.

Prior to joining Newfleet in 2011 as a municipal bond credit analyst, Mr. Catarius worked as a private equity valuation and reporting analyst for TIAA-CREF.

Mr. Catarius holds a B.B.A. from James Madison University. He began his career in the investment industry in 2009.

William Eastwood is a senior managing director, portfolio manager, and head of trading at Newfleet Asset Management with trading responsibilities primarily for leveraged finance. In addition, Mr. Eastwood is co-portfolio manager of the Newfleet High Yield strategy through a number of subadvisory relationships.

Mr. Eastwood joined Newfleet in 2011 as a senior fixed income trader. Prior to joining Newfleet, he served as a senior fixed income trader at several firms, including Neuberger Berman, PPM America, and Phoenix Investment Counsel.

Mr. Eastwood earned a B.S. in finance from Post University and an M.B.A. from the University of Hartford. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1995.

Cecelia Gerber is a director and credit analyst at Newfleet Asset Management. Ms. Gerber specializes in foreign and emerging markets credit research and held a previous role at Newfleet as a fixed income trader.

Prior to joining Newfleet in 2011, Ms. Gerber was on the fixed income team at Goodwin Capital Advisers.

Ms. Gerber earned a B.A. in economics from the University of New Hampshire and an M.B.A. from the University of Hartford. She began her career in the investment industry in 1998.

Tim Heaney is a senior managing director and senior portfolio manager of municipal securities at Newfleet Asset Management.

Mr. Heaney specializes in both taxable and tax-exempt municipal bonds. He manages a variety of municipal bond portfolios, including an open-end fund and high-net-worth portfolios for Newfleet. He also manages institutional portfolios and a closed-end fund for an affiliated manager, Duff & Phelps Investment Management Co.

Mr. Heaney has been with Newfleet and its affiliates since 1992 in successive fixed income roles. Prior to joining Newfleet in 2011, he was a senior vice president and portfolio manager of Virtus Investment Advisers (VIA) from 2008 to 2011. Previously, he was associated with Phoenix Investment Counsel, formerly an affiliate of VIA, and was also managing director, fixed income (1997-2007); director, fixed income research (1996-1997); and investment analyst (1995-1996). He was an investment analyst of Phoenix Life Insurance Company from 1992 to 1994.

Previously, Mr. Heaney was a senior credit analyst in the commercial lending division at Connecticut National Bank. Mr. Heaney holds a B.S. and an M.B.A. from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1990.

Eric Hess is a managing director and portfolio manager at Newfleet Asset Management and sector head of high yield credit. He is also responsible for credit research of the energy sector. In addition, Mr. Hess is co-portfolio manager of the Newfleet High Yield strategy through a number of subadvisory relationships.

Prior to joining Newfleet in 2011, Mr. Hess was on the fixed income team at Goodwin Capital Advisers. He joined Goodwin Capital’s corporate credit research group in 2010. Previous to joining Goodwin, he was a credit analyst for The Travelers Companies.

Mr. Hess earned a B.B.A. in finance from the University of Notre Dame, and he is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2006. 

Stephen Hooker is a managing director and portfolio manager at Newfleet Asset Management.

Mr. Hooker is a member of the multi-sector portfolio management team with primary responsibility for institutional accounts.  He also serves as co-portfolio manager and assists in the management of several open-end and closed-end mutual funds. He joined Newfleet in 2011 to serve as sector manager for emerging markets, where he was responsible for researching issuers in Europe, the Middle East, and Africa. 

From 2005 until 2011, Mr. Hooker was vice president, senior credit analyst at Aladdin Capital Management and Global Plus Investment Management, respectively, both of which specialize in high yield and structured credit products. Prior to 2005, he was at Phoenix Investment Counsel for 12 years, serving in various capacities, including as a senior credit analyst and emerging markets sector manager on its fixed income team. 

Mr. Hooker earned a B.A. in psychology from Trinity College. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1993.

Kyle Jennings is a senior managing director and the head of credit research at Newfleet Asset Management. Mr. Jennings is also co-portfolio manager of Newfleet’s Floating Rate Bank Loan, High Yield, and Global Multi-Sector Income strategies through a number of subadvisory relationships. Additionally, Mr. Jennings is responsible for the structuring and management of Newfleet’s CLO platform.

Mr. Jennings is a member of Newfleet’s corporate credit research team and currently covers the gaming, healthcare, and pharmaceuticals industries. He is also a member of the team that formulates the leveraged finance strategy for the multi-sector fixed income strategies.

Prior to joining Newfleet in 2011, Mr. Jennings was on the fixed income team at Goodwin Capital Advisers, joining the predecessor, Phoenix Investment Counsel, in 1998. Before that, he was a credit research analyst in the banking industry for Shawmut Bank, Ironwood Capital, and Citizens Bank.  
 
Mr. Jennings earned a B.S. in finance from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1992.

Ryan Jungk is a managing director and credit analyst at Newfleet Asset Management. Mr. Jungk serves as the investment grade corporate sector manager for the team. He is responsible for covering the aerospace and defense, building materials, homebuilding, construction machinery, airlines, manufacturing, other industrial, and metals & mining industries.

Prior to joining Newfleet in 2012, Mr. Jungk was a junior fixed income analyst at the Knights of Columbus, serving as a sector generalist.

Mr. Jungk earned a B.B.A. from Stetson University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2010.

Chris Kissane is a credit analyst at Newfleet Asset Management.  He covers the following industries:  brokerage, consumer products, food/beverage, leisure, lodging, natural gas pipelines, REITs, media-non cable, supermarkets, textile, and tobacco.

Prior to joining Newfleet in 2012, Mr. Kissane was a senior associate at GlobeOp Financial Services, where he served as the primary fund accountant for hedge fund and fund-of-funds clients. As part of his graduate education, he served as a portfolio manager and sector analyst covering the consumer cyclical and transportation industries for the Cayuga Fund at Cornell University’s Johnson Graduate School of Business.

Mr. Kissane earned a B.S. in finance (cum laude) from Roger Williams University and an M.B.A. (with distinction) from Cornell University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2007.

Peter Lannigan is a senior managing director and head of emerging markets at Newfleet Asset Management. 

Mr. Lannigan has over 20 years of experience on both the buy-side and sell-side of emerging markets investing. Prior to joining Newfleet in 2017, Mr. Lannigan was a principal with Macroeconomic & Cross-Border Advisory where he advised investors on emerging markets fixed income investment strategies. Previous affiliations also include Cowen Group (managing director, emerging markets desk strategist), where he conducted emerging markets sovereign and corporate credit research and developed credit, rate, and currency recommendations for a model portfolio; Exotix Limited (director), where he focused on Latin American fixed income research and formulated global macroeconomic, credit, interest rate, and currency views; and Harbert Management Corporation (equity partner and senior managing director) and Northshore Asset Management (managing director, portfolio manager), at which he established and managed global/macro emerging market hedge funds. Earlier in his career, Mr. Lannigan worked at Phoenix Investment Counsel with his current Newfleet colleagues on the multi-sector fixed income team analyzing sovereign risk of emerging market countries and credit risk of quasi-sovereigns and corporates. He also managed an emerging markets mutual fund at Phoenix.

Mr. Lannigan earned a bachelor of business administration from the University of Massachusetts Isenberg School of Management and an M.B.A. in finance from the Babson College F.W. Olin Graduate School of Business. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He holds the Series 7 and 63 licenses. He began his career in the investment industry in 1989.

Evan Lassow is an assistant director and credit analyst at Newfleet Asset Management covering investment grade energy and utilities, and parts of consumer services.

Prior to joining Newfleet in 2014 as a credit analyst of municipal securities, Mr. Lassow was a business development analyst at United Technologies Corporation following two years as an associate in the company’s Financial Leadership Program.

Mr. Lassow earned a B.S. in business administration (magna cum laude), with concentrations in finance and international business, from the University of Vermont. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 2011.

Lisa Leonard is a managing director and portfolio manager of municipal securities at Newfleet Asset Management.

Ms. Leonard specializes in both taxable and tax-exempt municipal bonds. She manages a variety of municipal bond portfolios, including an open-end fund and high-net-worth portfolios for Newfleet. She also manages municipal bond portfolios for an affiliated manager, Duff & Phelps Investment Management Co., and is an officer of a Duff & Phelps closed-end fund.

Ms. Leonard has been with Newfleet and its affiliates since 1987 in successive fixed income roles. Prior to joining Newfleet in 2011, she was a vice president and portfolio manager, fixed income of Virtus Investment Advisers (VIA) from 2008 to 2011. Previously, she was associated with Phoenix Investment Counsel, formerly an affiliate of VIA, and was also director, municipal research (1998-2007); director, investment operations (1994-1998); and fixed income trader (1987-1993).

Previously, Ms. Leonard was a municipal finance analyst with Connecticut Bank & Trust. She holds a B.S. from the University of Connecticut and began her career in the investment industry in 1986.

David Mitchell is an assistant director and credit analyst at Newfleet Asset Management. He covers the banking, finance company, insurance (life and P&C), restaurant, and retail industries.

Prior to joining Newfleet in 2014, Mr. Mitchell was a senior regional sales consultant at Virtus Investment Partners, representing retail mutual funds and separately managed accounts. Previously, he worked in corporate cash management at UBS in Chicago.

Mr. Mitchell earned a B.A. in economics from Cornell University, and he holds the CFA^® (Chartered Financial Analyst^®) designation. He began his career in the investment industry in 2007.

Frank Ossino is a senior managing director, senior portfolio manager, and sector head of the bank loan asset class at Newfleet Asset Management. Mr. Ossino serves as a portfolio manager of Newfleet’s Floating Rate Bank Loan strategy through a number of subadvisory relationships. Additionally, Mr. Ossino is responsible for the structuring and management of Newfleet’s CLO platform.

Prior to joining Virtus in 2012, Mr. Ossino was a portfolio manager at Hartford Investment Management Company (2004-2011) and Hartford Funds subadviser Wellington Management (2012), where he managed mutual funds focused on bank loans and a commingled bank loan portfolio for institutional investors. Previously, he held a variety of credit analyst and portfolio management positions at CIGNA (2002-2004), HVB Bank (2000-2002), and FleetBoston Financial (1996-2000).

Mr. Ossino earned his M.S. in international economics and finance from Brandeis University and Luigi Bocconi University in Milan, Italy and a B.S. in economics, cum laude, from Brandeis University. He began his career in the investment industry in 1996.

Christine Ouellette is a director and portfolio manager at Newfleet Asset Management. Working with the senior portfolio manager, Ms. Ouellette is responsible for managing a variety of fixed income portfolios, including open-end mutual funds, closed-end funds, variable insurance funds, ETFs, and offshore vehicles the team manages.

Prior to joining Newfleet in 2011, Ms. Ouellette was on the fixed income team at Goodwin Capital Advisers. Ms. Ouellette joined Goodwin’s predecessor, Phoenix Investment Counsel, in 2000 as a settlements analyst, resolving issues related to trading activities, wire transfers, security movements, corporate actions, and income collections. Earlier in her career, Ms. Ouellette was responsible for client account management at Brown Brothers Harriman & Co.

Ms. Ouellette earned a B.S. in finance from Bentley College and an M.B.A. from the University of Connecticut. She began her career in the investment industry in 1997.

Paul Privitera is director – institutional business development at Newfleet Asset Management.

Mr. Privitera supports Newfleet’s institutional distribution efforts, including business development, marketing, and client service. Prior to joining Newfleet in 2016, Mr. Privitera was a senior regional sales consultant at Virtus Investment Partners, representing retail mutual funds and separately managed accounts.

Mr. Privitera earned a B.A. in Business Administration from the University of Hartford and an M.B.A. from the University of Connecticut. He holds the FINRA Series 7 and 66 licenses, and has passed Level I of the CFA^® (Chartered Financial Analyst^®) Program. He began his career in the investment industry in 2009.

Kathleen Richter is a marketing and portfolio support associate at Newfleet Asset Management. Ms. Richter supports the portfolio management team in various capacities and is responsible for coordinating the firm’s operational efforts.

Prior to joining Newfleet in 2012, Ms. Richter was a new business transition manager at Mass Mutual, where she coordinated all aspects of the plan asset transfer process. Prior to that Ms. Richter worked as a compliance coordinator at The Phoenix Companies.

Ms. Richter earned a B.S. in Business Administration with a concentration in Accounting from Bay Path University. She began her career in financial services in 2012.

Nick Rinaldi is a senior managing director and portfolio manager of securitized products at Newfleet Asset Management.

Mr. Rinaldi is co-head of the securitized products team, specializing in asset-backed and commercial mortgage-backed securities. Prior to joining Newfleet in 2011, he held this same role on the fixed income team at Goodwin Capital Advisers. In addition, Mr. Rinaldi is a co-portfolio manager of a securitized product ETF.

Mr. Rinaldi began his career at Goodwin Capital’s predecessor, Phoenix Investment Counsel, in 1992 and joined the multi-sector fixed income team in 1994 as a credit analyst for the securitized products sector, focusing on asset-backed, commercial mortgage-backed, and residential mortgage-backed securities.

Mr. Rinaldi earned a B.S. in finance from Northeastern University and an M.B.A. in finance from the University of Connecticut. He began his career in the investment industry in 1992.

Daniel Senecal is a managing director and credit analyst at Newfleet Asset Management. He is a sector manager within the emerging markets analyzing both sovereign and corporate debt.

In addition, Mr. Senecal is co-portfolio manager of the Virtus Global Multi-Sector Income Fund (NYSE: VGI), a closed-end fund.

Prior to joining Newfleet in 2011, Mr. Senecal was on the fixed income team at Goodwin Capital Advisers. He began at Goodwin Capital’s predecessor, Phoenix Investment Counsel, in 1997 as a corporate credit research analyst, followed by several roles, including sector manager for investment grade corporate credit and sovereign credit, as well as portfolio manager for high yield and emerging market debt strategies.

Earlier in his career, Mr. Senecal completed a formal credit training program at Shawmut National Bank where he was a credit research analyst and lender. He also worked at BankBoston as a corporate bond analyst.

Mr. Senecal earned a B.A. in economics and English from Assumption College and an M.B.A. in finance from the University of Connecticut. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1990.

Mike Sollicito is chief operating officer at Newfleet Asset Management.

Mr. Sollicito supports Newfleet’s business activities, including assisting the firm’s president in managing the profitability and marketability of Newfleet’s fixed income strategies and overseeing operations. In addition, he chairs Newfleet’s risk management oversight committee, responsible for monitoring and oversight of all strategies advised by Newfleet to ensure investment team is managing, monitoring, and mitigating portfolio risks appropriately, facilitating investment team accountability.

Prior to joining Newfleet in 2013, Mr. Sollicito was a fixed income product specialist for Virtus Investment Partners, where he was responsible for strategy positioning/marketplace research and developing product opportunities, as well as responsibilities of monitoring and reporting of covered strategies to the Investment Oversight Committee. Mr. Sollicito joined Virtus in 2005 as a member of the retail distribution team. Previously, he was a financial advisor with Omega Financial Group, LLC for eight years and with Prudential Preferred Financial Services before then.

Mr. Sollicito earned a B.A. in economics from the University of Connecticut and holds the FINRA Series 7 and 24 licenses. He began his career in the investment industry in 1997.

Andrew Szabo is a senior managing director and portfolio manager of securitized products at Newfleet Asset Management.

Mr. Szabo is co-head of the securitized products team, specializing in agency and non-agency residential mortgage-backed securities. Prior to joining Newfleet in 2011, Mr. Szabo held this same role on the fixed income team at Goodwin Capital Advisers. In addition, Mr. Szabo is a co-portfolio manager of a securitized product ETF.

Mr. Szabo began working at Goodwin Capital’s predecessor, Phoenix Investment Counsel, in 1986 and became a member of the multi-sector fixed income team in 1989, starting as a credit analyst for the securitized products sector.

Mr. Szabo earned a B.S. in finance from Central Connecticut State University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. He began his career in the investment industry in 1986.

Zachary Szyndlar is an assistant director, portfolio manager, and credit analyst of securitized products at Newfleet Asset Management. Mr. Szyndlar supports the securitized products team with research on asset-backed securities, commercial mortgage-backed securities, and agency and non-agency residential mortgage-backed securities. In addition, Mr. Szyndlar is a co-portfolio manager of a securitized product ETF.

Prior to joining Newfleet in 2014, Mr. Szyndlar was a research consultant at Symmetry Partners, LLC.

Mr. Szyndlar holds a B.S. in accounting from Salve Regina University, and an M.S. in finance from Fairfield University. He is a CFA^® (Chartered Financial Analyst^®) charterholder. Mr. Szyndlar began his career in the investment industry in 2013.