Patrick Bradley is executive vice president, Fund Services, and a member of the senior management team at Virtus Investment Partners, Inc. He serves as the treasurer and chief financial officer of the Virtus Funds and manages all operational and financial matters for the fund family. He is also treasurer and chief financial officer of the Virtus closed-end funds and serves as a director of the Virtus Global Funds. As head of Fund Services, Mr. Bradley is responsible for customer service, transfer agency, accounting, tax, custody, security valuation, registration, treasury, lending, and financial reporting for the Virtus Funds.
Prior to joining the predecessor to Virtus Investment Partners in 2004, Mr. Bradley was a senior manager with Deloitte in the U.S. and Australia leading both assurance and consulting assignments. During this time, he served both public and private companies in the financial services industry, advising clients on public and private investments, securities offerings, complex financial instruments, mergers and acquisitions, due diligence reviews, and reporting requirements under Securities and Exchange Commission rules and regulations. His clientele included numerous large multinational financial institutions and a top-tier private equity client.
Mr. Bradley earned a bachelor's degree in accounting from the University of Connecticut and an MBA from the Raymond A. Mason School of Business at William & Mary. He is a Certified Public Accountant and a member of the Investment Company Institute Accounting & Treasurers' Committee.
What is William Patrick Bradley, III's net worth?
The estimated net worth of William Patrick Bradley, III is at least $2.16 million as of May 20th, 2024. Mr. Bradley, III owns 9,043 shares of Virtus Investment Partners stock worth more than $2,158,926 as of November 21st. This net worth estimate does not reflect any other investments that Mr. Bradley, III may own. Learn More about William Patrick Bradley, III's net worth.
How do I contact William Patrick Bradley, III?
Has William Patrick Bradley, III been buying or selling shares of Virtus Investment Partners?
William Patrick Bradley, III has not been actively trading shares of Virtus Investment Partners over the course of the past ninety days. Most recently, William Patrick Bradley III sold 300 shares of the business's stock in a transaction on Friday, November 5th. The shares were sold at an average price of $333.75, for a transaction totalling $100,125.00. Learn More on William Patrick Bradley, III's trading history.
Who are Virtus Investment Partners' active insiders?
Are insiders buying or selling shares of Virtus Investment Partners?
In the last year, insiders at the closed-end fund sold shares 2 times. They sold a total of 7,963 shares worth more than $1,863,342.00. The most recent insider tranaction occured on May, 20th when EVP Barry M Mandinach sold 7,886 shares worth more than $1,845,324.00. Insiders at Virtus Investment Partners own 6.1% of the company.
Learn More about insider trades at Virtus Investment Partners. Information on this page was last updated on 5/20/2024.
