NFJ Dividend Value SMA

R. Burns McKinney is a managing director and senior portfolio manager/analyst with NFJ Investment Group, an affiliate of Virtus Investment Partners.

Prior to joining NFJ in 2006, Mr. McKinney was an equity analyst at Evergreen Investments, an investment-banking analyst at Alex. Brown & Sons, a vice president in equity research at Merrill Lynch, and an equity analyst at Morgan Stanley. He has been quoted and featured in a number of national publications, including the Wall Street Journal and Barron’s, and has been a featured guest on CNBC and Bloomberg TV.

Mr. McKinney earned a B.A. in economics from Dartmouth College and an M.B.A. from The Wharton School, The University of Pennsylvania. He is a Chartered Financial Analyst® (CFA®) charterholder. He began his career in the investment industry in 1996.

Thomas Oliver is a managing director and senior portfolio manager/analyst with NFJ Investment Group, an affiliate of Virtus Investment Partners.

Prior to joining NFJ in 2005, Mr. Oliver was a manager of corporate reporting at Perot Systems and an auditor at Deloitte & Touche.

Mr. Oliver earned a B.B.A. and an M.B.A. from the University of Texas. He is a Chartered Financial Analyst® (CFA®) charterholder and has his Certified Public Accountant (CPA) designation. He began his career in the investment industry in 1995.

Jeff Reed is a managing director and senior portfolio manager/analyst at NFJ Investment Group, an affiliate of Virtus Investment Partners.

Prior to joining NFJ in 2007, Mr. Reed was a credit analyst at Frost Bank.

Mr. Reed earned a B.B.A. in finance and e-business from Texas Christian University, an M.B.A. from the University of Texas, McCombs School of Business, and an M.S. in data science with a specialization in machine learning from Southern Methodist University. He is a Chartered Financial Analyst® (CFA®) charterholder. He also is a Financial Data Professional® (FDP) charterholder, a credential that focuses on big data, artificial intelligence, and machine learning applications in the financial industry. He began his career in the investment industry in 2004.

John Mowrey is an executive managing director, senior portfolio manager/analyst, and chief investment officer of NFJ Investment Group, an affiliate of Virtus Investment Partners. Mr. Mowrey is responsible for the overall investment policy for all value equity portfolios, hiring new talent, and building out the team’s investment capabilities.

Mr. Mowrey joined NFJ in 2007 and has been quoted and featured in a number of national publications, including Barron’s, Kiplinger’s, and MarketWatch, and has been a featured guest on CNBC.

Mr. Mowrey earned a B.A. in political science from Rhodes College and an M.B.A. from Southern Methodist University. He is a Chartered Financial Analyst^® (CFA^®) charterholder. He began his career in the investment industry in 2007.