William Patrick  Bradley, III net worth and biography

William Bradley, III Biography and Net Worth

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 $1.00 million as of September 1st, 2023. Mr. Bradley, III owns 4,043 shares of Virtus Investment Partners stock worth more than $1,002,583 as of March 28th. 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?

The corporate mailing address for Mr. Bradley, III and other Virtus Investment Partners executives is ONE FINANCIAL PLAZA, HARTFORD CT, 06103. Virtus Investment Partners can also be reached via phone at (800) 248-7971 and via email at [email protected]. Learn More on William Patrick Bradley, III's contact information.

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 during the past quarter. 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?

Virtus Investment Partners' insider roster includes Michael Angerthal (), George Aylward, Jr. (CEO), William Bradley, III (EVP), Barry Mandinach (EVP), Richard Smirl (Exec. VP & COO ), and Stephen Zarrilli (Director). Learn More on Virtus Investment Partners' active insiders.

William Patrick Bradley, III Insider Trading History at Virtus Investment Partners

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/5/2021Sell300$333.75$100,125.00View SEC Filing Icon  
11/2/2021Sell459$327.49$150,317.91View SEC Filing Icon  
8/13/2021Sell175$315.00$55,125.00View SEC Filing Icon  
5/18/2021Sell3,000$278.33$834,990.0013,076View SEC Filing Icon  
5/7/2021Sell1,000$278.25$278,250.00View SEC Filing Icon  
12/1/2015Sell210$140.00$29,400.007,588View SEC Filing Icon  
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William Patrick Bradley, III Buying and Selling Activity at Virtus Investment Partners

This chart shows William Patrick Bradley III's buying and selling at Virtus Investment Partners by year and by quarter.

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Virtus Investment Partners Company Overview

Virtus Investment Partners logo
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.
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Today's Range

Now: $247.98
Low: $243.73
High: $263.39

50 Day Range

MA: $237.35
Low: $227.18
High: $249.85

2 Week Range

Now: $247.98
Low: $165.00
High: $263.39

Volume

102,745 shs

Average Volume

55,448 shs

Market Capitalization

$1.78 billion

P/E Ratio

14.00

Dividend Yield

3.18%

Beta

1.51