Heather Bergman
Portfolio Manager-Aktien bei Virtus Investment Advisers, Inc.
Profil
Dr. Heather Bergman is a Managing Director & Senior Portfolio Manager at Virtus Investment Advisers, Inc. She joined firm in 2022.
Prior to joining Virtus in 2022, Mr. Bergman was a member of the Multi-Asset US team at Allianz Global Investors, managing Active Allocation strategies, and the investment functions around a 529 portfolio, while contributing to the team’s fundamental research.
Prior to joining Allianz Global Investors in 2011, she taught at UCLA.
Before that, she was an analyst at a global hedge fund.
She earned a B.A.
from Georgetown University, an M.A.
from Columbia University, and a Ph.D.
in international political economy from the University of California, Los Angeles.
Aktive Positionen von Heather Bergman
| Unternehmen | Position | Beginn |
|---|---|---|
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Portfolio Manager-Aktien | 01.07.2022 |
Ehemalige bekannte Positionen von Heather Bergman
| Unternehmen | Position | Ende |
|---|---|---|
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Portfolio Manager-Aktien | 01.08.2022 |
Ausbildung von Heather Bergman
| Georgetown University | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Graduate Degree |
| University of California, Los Angeles | Doctorate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Finance |
Virtus Investment Advisers, Inc.
Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Finance |
