Patrick Bradley

Patrick Bradley Email and Phone Number

Public Company Senior Executive/Operations, Service, Financial Markets and Investment Leader/Chief Financial Officer @ Virtus Investment Partners
Patrick Bradley's Location
Miami-Fort Lauderdale Area, United States, United States
Patrick Bradley's Contact Details

Patrick Bradley personal email

Patrick Bradley phone numbers

About Patrick Bradley

A member of the Firm’s executive leadership team, Patrick partnered in the establishment of Virtus' strategy and oversaw all financial and legal activities relative to the Company’s ‘spin-off’ into a stand-alone public entity which included the capital raise and the exchange listing of “VRTS” on the Nasdaq. He then went on in 2011 to re-shape the legacy business model and his plan added approximately 33% to the Firm’s market capitalization. He has executed the integrations of the firm’s many acquisitions and served as point on all crisis management. He spearheaded the launch of Virtus’ global business line and is now a primary lead and a board member. Patrick has worked intimately with and earned the trust and confidence of legendary investors, such as Marty Zweig, Oppenheimer Capital founder Chuck Brunie and Jim Rogers. Patrick manages all domestic and international fund financial and operations matters, including accessing the worldwide capital markets, overseeing portfolio management (in a ‘non-CIO’ manager of manager model), managing all forms of leverage/debt, customer service and global vendor oversight. Prior to joining the predecessor to Virtus, Patrick was a senior manager with Deloitte in the U.S. and Australia leading both assurance and consulting assignments. He served both public and private companies in the financial services industry, advising marque clients on public and private investments, securities offerings, complex financial instruments, mergers and acquisitions and complex reorganizations. His clientele included numerous large multinational financial institutions and a top-tier private equity client.Patrick has worked extensively with numerous boards; currently, he serves four fund boards, sits on both Virtus global fund boards and is a member of the Bank of New York Mellon’s Client Advisory Board. Mr. Bradley is also a Certified Public Accountant, has an MBA from the William & Mary Mason School of Business and was a New England Scholar during his undergraduate studies at the University of Connecticut (B.S.)

Patrick Bradley's Current Company Details
Virtus Investment Partners

Virtus Investment Partners

View
Public Company Senior Executive/Operations, Service, Financial Markets and Investment Leader/Chief Financial Officer
Patrick Bradley Work Experience Details
  • Virtus Investment Partners
    Executive Vice President, Fund Services
    Virtus Investment Partners Jul 2004 - Present
    Hartford, Ct, Us
    A founding, long-standing member of the Virtus management team - guides the publicly traded firm in strategy, risk, product, distribution, business extensions and governance. Devised and executed a strategy to re-shape the business model and financial profile of the Firm; enhanced the mutual fund line’s EBITDA by approximately 140% and the Firm’s EBIDTA by approximately 29%, adding an estimated 33% to the Firm’s market capitalization, Oversaw all financial and legal activities relative to the Company’s ‘spin-off’ into a stand-alone public entity, including the majority of filings and the exchange listing (“VRTS” on the Nasdaq). Teamed with our Chief Executive Officer and lead investment banker to recast, formalize and crystallize the Company’s business strategy and strengths as a stand-alone entity; single-handedly executed pitch to secure our cornerstone investor. Leads, coordinates and oversees all operational and financial matters for ~100 investment companies (~$80B AUM); directs and manages ~$750mm expense profile. Leads all fund risk management, accounting & tax, trading, custody, valuation, lending, treasury, customer service, share transfer activity and financial reporting; chairs the Funds’ valuation committees. Responsible for the mutual fund customer call center and transfer agency services: a team of ~70 internal and external staff servicing over 2mm shareholder accounts. Oversees accounting control structure for the funds; manages the outsourced financial agent and all accounting, filing and tax staff (~80 internal and external staff).
  • Virtus Investment Partners
    Chief Financial Officer And Treasurer - Mutual Fund Family
    Virtus Investment Partners May 2006 - Present
    Hartford, Ct, Us
  • Bny Mellon
    Board Member, Client Advisory
    Bny Mellon Oct 2022 - Present
    New York, Ny, Us
  • Virtus Global Funds, Plc
    Director
    Virtus Global Funds, Plc Jun 2013 - Present
  • Virtus Global Funds, Icav
    Director
    Virtus Global Funds, Icav Jul 2019 - Present
  • Deloitte
    Senior Manager
    Deloitte Jul 1995 - Jul 2004
    Worldwide, Oo

Patrick Bradley Skills

Executive Management Asset Management Investments Mutual Funds Investor Relations Financial Modeling Risk Management Transfer Agency Management

Patrick Bradley Education Details

  • William & Mary – Raymond A. Mason School Of Business
    William & Mary – Raymond A. Mason School Of Business
    Mba
  • University Of Connecticut School Of Business
    University Of Connecticut School Of Business
    Bs

Frequently Asked Questions about Patrick Bradley

What company does Patrick Bradley work for?

Patrick Bradley works for Virtus Investment Partners

What is Patrick Bradley's role at the current company?

Patrick Bradley's current role is Public Company Senior Executive/Operations, Service, Financial Markets and Investment Leader/Chief Financial Officer.

What is Patrick Bradley's email address?

Patrick Bradley's email address is pa****@****inv.com

What is Patrick Bradley's direct phone number?

Patrick Bradley's direct phone number is (812)-933*****

What schools did Patrick Bradley attend?

Patrick Bradley attended William & Mary – Raymond A. Mason School Of Business, University Of Connecticut School Of Business.

What skills is Patrick Bradley known for?

Patrick Bradley has skills like Executive Management, Asset Management, Investments, Mutual Funds, Investor Relations, Financial Modeling, Risk Management, Transfer Agency, Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.