The Virtus Multi-Asset team of Virtus Investment Advisers, Inc. specializes in asset allocation, providing differentiated investment solutions, strategies, and outcomes across asset classes, regions, factors, sectors, industries, currencies, and securities.
Paul Pietranico, CFA
Chief Investment Officer and Senior Managing Director
Industry Start Date: 1995
Prior to joining Virtus in 2022, Mr. Pietranico was the head of active allocation strategies on Allianz Global Investors’ Multi Asset US team; was the lead portfolio manager for the Multi Asset Income and Global Dynamic Allocation strategies; and oversaw portfolio managers running other active allocation strategies. Prior to joining Allianz Global Investors in 2005, he worked at Charles Schwab & Co., focusing on research related to asset allocation, retirement planning, and investment manager due diligence.
Mr. Pietranico earned a B.S. in physics, an M.A. in philosophy, and an M.S. in engineering economic systems and operations research from Stanford University. He is a chartered Financial Analyst® (CFA®). He began his career in the investment industry in 1995.
Heather Bergman, Ph.D.
Managing Director and Senior Portfolio Manager
Industry Start Date: 2005
Prior to joining Virtus in 2022, she 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.
Ms. Bergman 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. She began her career in the investment industry in 2001.
Michael Rothstein, CFA, FRM, CAIA
Industry Start Date: 2006
Michael Rothstein is a portfolio manager with the Virtus Multi-Asset team of Virtus Investment Advisers, Inc. The Virtus Multi-Asset team manages U.S. mutual funds for Virtus Investment Advisers, Inc. and other portfolios for Virtus Fund Advisers, LLC. As a member of the Multi-Asset team, he develops and manages dynamic asset allocation strategies.
Prior to joining Virtus in 2022, Mr. Rothstein was head of product specialists for the Multi Asset US team at Allianz Global Investors, and a portfolio manager with Allianz Global Investors, which he joined in 2007. His product specialist and portfolio management responsibilities were focused on managed futures and active allocation strategies. Previously, Mr. Rothstein was an investment analyst for the firm, in the product development and monitoring group where he focused on investment-manager due diligence; before that, he was an investment specialist. Prior to joining Allianz Global Investors in 2007, he was a Financial Advisor at AG Edwards & Sons Inc.
Mr. Rothstein earned a B.S. in finance from Ramapo College and an M.B.A. in statistics from Baruch College. He is a Chartered Financial Analyst® (CFA®) charterholder, a certified Financial Risk Manager (FRM) and a Chartered Alternative Investment Analyst® (CAIA®) charterholder. He began his career in the investment industry in 2006.
Investors should carefully consider the investment objectives, risks, charges and expenses of any Virtus Mutual Fund before investing. The prospectus and summary prospectus contains this and other information about the fund. Please contact your financial representative, call 1-800-243-4361 to obtain a current prospectus and/or summary prospectus. You should read the prospectus and/or summary prospectus carefully before you invest or send money.