Investor Relations

From left: Stephen T. Zarrilli, George R. Aylward, President and Chief Executive Officer, Mark C. Treanor, Chairman of the Board, James R. Baio, Susan S. Fleming, Timothy A. Holt, and Melody L. Jones. Not pictured: Sheila Hooda.

  • George R. Aylward, Jr.

    President and Chief Executive Officer

    George R. Aylward, Jr. is president and chief executive officer of Virtus Investment Partners. He has been president of the Virtus Investment Partners (formerly known as Phoenix Investment Partners) since November 6, 2006 and was senior executive vice president and president, Asset Management, of Virtus' former parent since February 2007. Previously, Mr. Aylward was senior vice president, Asset Management, at Phoenix from November 2006 to February 2007. Mr. Aylward also served as senior vice president and chief operating officer, Asset Management, at Phoenix from 2004 through 2006, and was chief of staff to Dona D. Young, chairman, president and chief executive officer of Phoenix, from 2002 through 2004. Mr. Aylward joined Phoenix in 1996 and served in several senior financial positions in its Asset Management business prior to 2002.

  • James R. Baio

    James R. Baio was chief financial officer and executive vice president of Capmark Financial Group, Inc., a private equity portfolio company engaged in global real estate finance, from 2006 until his retirement in 2007. Prior to that, from 1989 to 2006, he held various positions at Franklin Resources, Inc., a global investment management organization known as Franklin Templeton Investments. He served as chief financial officer, treasurer and executive vice president; chief administrative officer, senior vice president and treasurer, Templeton Mutual Funds and Mutual Series Mutual Funds; and senior vice president and risk manager. Prior to that, he was senior manager, Audit and Tax, at Ernst & Young from 1977 to 1989.

  • Susan S. Fleming, Ph.D.

    Susan S. Fleming, Ph.D., is a consultant and executive educator. She began at Capital Z Financial Services as a principal in 1998, and was promoted to partner in 2001. It was at Capital Z where she founded the successor fund to Insurance Partners, valued at $1.85 billion. Prior to that, she was vice president at Insurance Partners Advisors, 92 LP, a private equity firm, from 1994 to 2003 and held various positions at Morgan Stanley & Co. from 1992 to 1994. Dr. Fleming has served as a member of the board of directors of Hanover Investors and its affiliated funds since 2006.

  • Timothy A. Holt

    Timothy A. Holt held various positions with Aetna, Inc. from 1977 until his retirement in 2008. He was senior vice president and chief investment officer from 1997 to 2008; chief enterprise risk officer from 2005 to 2007; senior vice president and chief financial officer of Aetna Retirement Services from 1996 to 1997; vice president of Portfolio Management Group from 1992 to 1995; vice president of Aetna Portfolio Management from 1991 to 1992; vice president, Finance and treasurer from 1989 to 1991; vice president of Public Bonds from 1987 to 1989; Property/Casualty portfolio manager from 1983 to 1987; investment officer from 1981 to 1982; and investment officer/analyst from 1977 to 1981.

  • Sheila Hooda

    Sheila Hooda is the founder, CEOr and president of Alpha Advisory Partners, a company that advises on strategic positioning, mergers and acquisitions, turnaround and transformation, customer-centricity and digital business models for companies in the financial and business services sectors. Prior to founding Alpha Advisory Partners in 2013, she served as the global head of strategy and business development in the Financial & Risk business group at Thomson Reuters, and earlier as senior managing director in strategy, M&A and corporate development roles at TIAA. Ms. Hooda previously was managing director, global equities in the Investment Banking Division at Credit Suisse Group, and prior to this held roles at Bankers Trust, Andersen Consulting and McKinsey & Co. She began her career at American Express Bank in India. She serves on the board of Mutual of Omaha Insurance Company and is a member of its Investment and Risk committees.

  • Melody L. Jones

    Melody L. Jones has been chief administrative officer of CEB, a global research and advisory company, since 2012 and manages the company’s global Product Development function and its human resources, information technology, legal, and communications functions. She joined CEB in 2005 as chief human resources officer after serving as global head of human resources at T. Rowe Price, an investment management firm, and earlier as chief human resources officer at Aon Corporation, an insurance brokerage and consulting company. Previously she was a senior consultant with Organizational Dynamics, Inc.; a member of the senior leadership team of HR Strategies, Inc.; and held leadership positions at Citicorp Mortgage.

  • Mark C. Treanor

    Chairman

    Mark C. Treanor is non-executive chairman of the Board of Directors. He served as senior executive vice president, general counsel and secretary of Wachovia Corporation from 2001 to August 2008, with responsibilities for legal, regulatory, corporate governance and government relations activities for all domestic and international businesses, including Evergreen Investments, Wachovia's asset management division which provides mutual funds, institutional portfolios, alternative investments and separately managed accounts to institutional and individual investors. Mr. Treanor was a member of Wachovia's Operating Committee, which was responsible for overall management of Wachovia. Previously, from 1999 until 2001, he held similar responsibilities as executive vice president, general counsel and secretary of First Union Corporation, Wachovia's predecessor, which he joined in 1998 after serving as president and senior partner of the law firm Treanor, Pope & Hughes, which he founded.

  • Stephen T. Zarrilli

    Stephen T. Zarrilli is president and chief executive officer of Safeguard Scientifics, a provider of growth capital to technology and healthcare companies, which he joined in 2006 as senior vice president, chief financial officer and chief administrative officer. He was named president and CEO in 2012. Previously he was the chairman and CEO of Penn Valley Group, a management advisory firm that he founded, and earlier was CFO at Fiberlink Communications Corp., a security software company; CEO of Concellera, a document management software company; and CEO of US Interactive Inc., a digital marketing firm. He began his career at Deloitte LLP.


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