William Patrick  Bradley, III net worth and biography

William Bradley, III Biography and Net Worth

Executive Vice President, Fund Services of Virtus Artificial Intelligence & Technology Opportunities Fund

Patrick Bradley is executive vice president, Fund Services at Virtus Investment Partners, Inc., and a member of the senior management team. 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 and the Bank of New York Mellon’s Client Advisory Board.

What is William Patrick Bradley, III's net worth?

The estimated net worth of William Patrick Bradley, III is at least $47.49 thousand as of July 29th, 2025. Mr. Bradley, III owns 2,000 shares of Virtus Artificial Intelligence & Technology Opportunities Fund stock worth more than $47,494 as of October 16th. This net worth approximation 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?

The corporate mailing address for Mr. Bradley, III and other Virtus Artificial Intelligence & Technology Opportunities Fund executives is 5780 Powers Ferry Road NW, Atlanta, GA, 30327. Virtus Artificial Intelligence & Technology Opportunities Fund can also be reached via phone at 212-739-3000. Learn More on William Patrick Bradley, III's contact information.

Has William Patrick Bradley, III been buying or selling shares of Virtus Artificial Intelligence & Technology Opportunities Fund?

William Patrick Bradley, III has not been actively trading shares of Virtus Artificial Intelligence & Technology Opportunities Fund during the past quarter. Most recently, William Patrick Bradley, III sold 2,000 shares of the business's stock in a transaction on Friday, March 20th. The shares were sold at an average price of $21.56, for a transaction totalling $43,120.00. Learn More on William Patrick Bradley, III's trading history.

Who are Virtus Artificial Intelligence & Technology Opportunities Fund's active insiders?

Virtus Artificial Intelligence & Technology Opportunities Fund's insider roster includes George Aylward (CEO), William Bradley, III (Executive Vice President, Fund Services), Sarah Cogan (Director), and James MacLeod (Director). Learn More on Virtus Artificial Intelligence & Technology Opportunities Fund's active insiders.

Are insiders buying or selling shares of Virtus Artificial Intelligence & Technology Opportunities Fund?

During the last twelve months, insiders at the sold shares 1 times. They sold a total of 2,000 shares worth more than $43,120.00. The most recent insider tranaction occured on March, 20th when EVP William Patrick Bradley, III sold 2,000 shares worth more than $43,120.00. Learn More about insider trades at Virtus Artificial Intelligence & Technology Opportunities Fund.

Information on this page was last updated on 3/20/2026.

William Patrick Bradley, III Insider Trading History at Virtus Artificial Intelligence & Technology Opportunities Fund

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/20/2026Sell2,000$21.56$43,120.00View SEC Filing Icon  
7/29/2025Buy2,000$24.79$49,580.002,000View SEC Filing Icon  
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William Patrick Bradley, III Buying and Selling Activity at Virtus Artificial Intelligence & Technology Opportunities Fund

This chart shows William Patrick Bradley, III's buying and selling at Virtus Artificial Intelligence & Technology Opportunities Fund by year and by quarter.

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Virtus Artificial Intelligence & Technology Opportunities Fund Company Overview

Virtus Artificial Intelligence & Technology Opportunities Fund logo
The Fund seeks to generate a stable income stream and growth of capital by focusing on one of the most significant long-term secular growth opportunities in markets today. A multi-asset approach based on fundamental research is employed, dynamically allocating to attractive segments of a company's debt and equity in order to offer an attractive risk/reward profile. Innovators and Disruptors -- The Fund invests in a growing universe of opportunities across a broad spectrum of technologies and sectors embracing the disruptive power of artificial intelligence and other new technologies. Differentiated Approach -- The Fund employs a differentiated, multi-asset approach which strives to create an attractive risk/reward profile through fundamental research and dynamically allocating across public and private investments in convertible securities and equities. Specialist Managers -- Co-managed by Allianz Global Investors' Artificial Intelligence and Income & Growth investment teams, the Fund leverages one of the leading global investment managers with deep expertise in technology, multi-asset, and closed-end fund strategies.
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Today's Range

Now: $24.03
Low: $23.20
High: $24.04

50 Day Range

MA: $25.52
Low: $23.75
High: $26.91

2 Week Range

Now: $24.03
Low: $20.91
High: $28.60

Volume

86,267 shs

Average Volume

87,952 shs

Market Capitalization

N/A

P/E Ratio

N/A

Dividend Yield

6.02%

Beta

N/A