Heather Bergman

Portfolio Manager-Equities at

Virtus Investment Advisers LLC

47 year

Consumer Services

Finance

Profile

Dr. Heather Bergman is a Managing Director & Senior Portfolio Manager at Virtus Investment Advisers LLC.
She joined firm in 2022.
Prior to joining Virtus in 2022, Mr. Bergman 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.
She 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.

Heather Bergman active positions

Companies	Position	Start
Virtus Investment Advisers LLC Virtus Investment Advisers LLC Investment ManagersFinance VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments.	Portfolio Manager-Equities	01/07/2022

All active positions of Heather Bergman

Former positions of Heather Bergman

Companies	Position	End
Allianz Global Investors U.S. LLC Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging.	Portfolio Manager-Equities	01/08/2022

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Linked companies

Private companies	5
Virtus Investment Advisers LLC Virtus Investment Advisers LLC Investment ManagersFinance VIA aims to offer clients high-quality investment strategies that have generated compelling performance and meet multiple financial needs. To accomplish this, they employ a multi-manager, multi-strategy approach that delivers a broad array of investment strategies from affiliated managers and select sub-advisers. The firm invests in a variety of instruments.	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Georgetown University Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Allianz Global Investors U.S. LLC Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging.	Finance