Bradford K. Gallagher
Director/Board Member at Allianzgi Institutional Multi-Series Trust
Profile
Bradford K.
Gallagher founded Spyglass Investments LLC in 2001, Cypress Holding Co. in 1995, where he worked as President & Chief Executive Officer from 1995 to 2001, and CypressTree Investment Management Co., Inc. in 1995, where he worked as President & Chief Executive Officer from 1995 to 2001.
Mr. Gallagher also currently works at Shielding Technology, Inc., as Director from 2006, Anchor Point, Inc., as Director from 1995, and Allianzgi Institutional Multi-Series Trust, as Independent Trustee from 2014.
Mr. Gallagher also formerly worked at Columbia ETF Trust, as Chairman in 2010, Common Fund, as Chairman from 2005 to 2014, Atlantic Maritime Heritage Foundation, Inc., as Chairman from 2007 to 2012, and various other companies.
Bradford K. Gallagher active positions
Companies | Position | Start |
---|---|---|
Shielding Technology, Inc. | Director/Board Member | 14/03/2011 |
Anchor Point, Inc.
Anchor Point, Inc. Miscellaneous Commercial ServicesCommercial Services Anchor Point, Inc. operates an organization that provides education, mentoring, and job skills training to both youth and adults. The non-profit company is based in Middletown, MD. | Director/Board Member | 16/03/2011 |
Allianzgi Institutional Multi-Series Trust
Allianzgi Institutional Multi-Series Trust Investment Trusts/Mutual FundsMiscellaneous Allianzgi Institutional Multi-Series Trust is an open-end management investment company, which operates as a series investment company that consists of separate series of investment portfolios. The company was founded on June 3, 2014 and is headquartered in New York, NY. | Director/Board Member | 03/06/2014 |
Former positions of Bradford K. Gallagher
Companies | Position | End |
---|---|---|
VIRTUS CONVERTIBLE & INCOME FUND | Director/Board Member | 31/12/2019 |
PIMCO MUNICIPAL INCOME FUND III | Director/Board Member | 31/12/2019 |
VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Director/Board Member | 31/12/2019 |
PIMCO Flexible Credit Income Fund
PIMCO Flexible Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Flexible Credit Income Fund is a Closed-End Investment Fund and Investment Trust. It intends to provide attractive risk-adjusted returns and current income by investing under normal circumstances across a wide array of global credit sectors, including corporate, mortgage, consumer, emerging market, and municipal credit markets. The company was founded in 1971 and is headquartered in New York, NY. | Director/Board Member | 31/12/2019 |
VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND | Director/Board Member | 31/12/2019 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 43 |
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PCM Fund, Inc.
PCM Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous PCM Fund, Inc. is a closed-end investment fund. It seeks to achieve current income by investing in a portfolio comprised primarily of commercial mortgage backed securities. The firm's secondary investment objective is to get capital gains from the disposition of investment. The company was founded on September 2, 1993 and is headquartered in New York, NY. | Miscellaneous |
Nicholas-Applegate Institutional Funds | Miscellaneous |
PIMCO Strategic Income Fund, Inc.
PIMCO Strategic Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous PIMCO Strategic Income Fund, Inc. is a closed-end and non-diversified management investment company. Its investment objective is to generate a level of income higher than that generated by intermediate-term United States debt securities as a primary objective and capital appreciation to the extent consistent with this objective. The company was founded on February 24, 1994 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Municipal Income Fund
PIMCO Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Municipal Income Fund operates as a mutual fund-closed end investment. Its portfolio includes investment in municipal bonds. The company was founded on May 10, 2001 and is headquartered in New York, NY. | Miscellaneous |
PIMCO California Municipal Income Fund
PIMCO California Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO California Municipal Income Fund is a non-diversified and closed-end management investment company which seeks to provide income exempt from federal and California income tax. It invests in investment grade fixed income municipal bonds. The company was founded on June 28, 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO New York Municipal Income Fund
PIMCO New York Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO New York Municipal Income Fund is a non-diversified and closed-end management investment company. It invests substantially all of its assets in a portfolio of municipal bonds, the interest from which is exempt from federal income taxes. The fund’s investment objective is to seek to provide current income exempt from federal, New York State and New York City income tax. The company was founded on May 10, 2001 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Corporate & Income Strategy Fund
PIMCO Corporate & Income Strategy Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Corporate & Income Strategy Fund is a non-diversified and closed-end management investment company. Its objective is to seek high current income, as well as capital preservation and appreciation. The company was founded on October 17, 2001 and is headquartered in New York, NY. | Miscellaneous |
PIMCO California Municipal Income Fund II
PIMCO California Municipal Income Fund II Investment Trusts/Mutual FundsMiscellaneous PIMCO California Municipal Income Fund II engages in fund management and investment. Its investment objective is to provide current income exempt from federal and California income tax. The company was founded on June 28, 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Municipal Income Fund II
PIMCO Municipal Income Fund II Investment Trusts/Mutual FundsMiscellaneous PIMCO Municipal Income Fund II operates as a closed-end investment fund. It intends to seek current income exempt from federal income tax. The firm invests all of its assets in a portfolio of municipal bonds, residual interest municipal bonds and tax-exempt bonds whose interest rates bear an inverse relationship to the interest rate on another security or the value of an index. Its investment portfolio include investments in hospital, water and sewer, tobacco, state and local general obligations, education, lease, tax and power sectors. The company was founded on March 29, 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO New York Municipal Income Fund II
PIMCO New York Municipal Income Fund II Investment Trusts/Mutual FundsMiscellaneous PIMCO New York Municipal Income Fund II operates as a non-diversified and closed-end management investment company. It intends to provide current income exempt from federal, New York State and New York City income tax. The company was founded on March 29, 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Municipal Income Fund III
PIMCO Municipal Income Fund III Investment Trusts/Mutual FundsMiscellaneous PIMCO Municipal Income Fund III is a closed-end investment fund, which invests primarily in a portfolio of municipal bonds. It seeks to provide current income exempt from federal income tax. The company was founded in September 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO California Municipal Income Fund III
PIMCO California Municipal Income Fund III Investment Trusts/Mutual FundsMiscellaneous PIMCO California Municipal Income Fund III is a closed-end investment fund. Its investment objective is to provide current income exempt from federal and California income tax. The company was founded on August 20, 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO New York Municipal Income Fund III
PIMCO New York Municipal Income Fund III Investment Trusts/Mutual FundsMiscellaneous PIMCO New York Municipal Income Fund III is a non-diversified, closed-end management investment company. It seeks to provide current income exempt from federal, New York State and New York City income tax. The company was founded in August 20, 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Corporate & Income Opportunity Fund
PIMCO Corporate & Income Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Corporate & Income Opportunity Fund operates as a closed-end investment fund. It focuses on duration management, credit quality analysis, risk management techniques, and broad diversification among issuers, industries and sectors. The firm also seeks maximum total return through a combination of current income, and capital appreciation. The company was founded in 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO High Income Fund
PIMCO High Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO High Income Fund is a closed-end management investment company. It seeks high current income, with capital appreciation as a secondary objective. The company was founded on February 18, 2003 and is headquartered in New York, NY. | Miscellaneous |
Virtus AllianzGI Dividend, Interest & Premium Strategy Fund
Virtus AllianzGI Dividend, Interest & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Dividend, Interest & Premium Strategy Fund is a closed-end investment fund. It seeks current income and gains, with a secondary objective of long-term capital appreciation. The company was founded on August 20, 2003 and is headquartered in Greenfield, MA. | Miscellaneous |
PIMCO Global StocksPLUS & Income Fund
PIMCO Global StocksPLUS & Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Global StocksPLUS Income Fund is a closed-end investment fund. Its investment objective is to seek total return comprised of current income, current gains, and long-term capital appreciation. The company was founded on May 31, 2005 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Income Opportunity Fund
PIMCO Income Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Income Opportunity Fund is a non-diversified and closed-end management fund. The firm's investment objective is to seek current income as a primary focus and also capital appreciation. The company was founded on November 30, 2007 and is headquartered in New York, NY. | Miscellaneous |
Columbia ETF Trust | |
PIMCO Dynamic Income Fund
PIMCO Dynamic Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Dynamic Income Fund is a non-diversified, closed-end management investment company. Its seeks current income as a primary objective and capital appreciation as a secondary objective. The company was founded on January 19, 2011 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Dynamic Credit & Mortgage Income Fund
PIMCO Dynamic Credit & Mortgage Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Dynamic Credit & Mortgage Income Fund is a closed-end management investment fund. It seeks current income as a primary objective and capital appreciation as a secondary objective. The company was founded on January 31, 2013 and is headquartered in New York, NY. | Miscellaneous |
Allianzgi Institutional Multi-Series Trust
Allianzgi Institutional Multi-Series Trust Investment Trusts/Mutual FundsMiscellaneous Allianzgi Institutional Multi-Series Trust is an open-end management investment company, which operates as a series investment company that consists of separate series of investment portfolios. The company was founded on June 3, 2014 and is headquartered in New York, NY. | Miscellaneous |
Virtus Diversified Income & Convertible Fund
Virtus Diversified Income & Convertible Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Diversified Income & Convertible Fund is a closed end investment fund, which objective is to provide total return through a combination of current income and capital appreciation, while seeking to provide downside protection against capital loss. The company was founded on May 26, 2015 and is headquartered in New York, NY. | Miscellaneous |
Cypress Holding Co.
Cypress Holding Co. Investment ManagersFinance Cypress Holding Co. provides asset management services. The private company is based in Boston, MA and has subsidiaries in the United States. The company was founded by Bradford K. Gallagher. | Finance |
Common Fund
Common Fund Investment ManagersFinance Common Fund is an independent asset management firm that manages $22.60 billion in assets for around 1,300 institutional clients. Common Fund was founded in 1971 and is based in Wilton, CT. The private company specializes in investment management and is active in all sectors of the capital markets, serving a broad spectrum of investors, including nonprofit organizations, healthcare organizations, family offices, and pension plans. The company also has subsidiaries in Canada, United States, United Kingdom, Cayman Islands, and China. The Investment Stewardship Academy is a workshop for investment professionals to learn and apply skills and knowledge for stewarding long-term capital. | Finance |
Fidelity Investments Institutional Services Co., Inc.
Fidelity Investments Institutional Services Co., Inc. Investment Banks/BrokersFinance Fidelity Investments Institutional Services Co., Inc. (FIIS) provides investment management services through banks, insurance companies, securities brokers, financial planners, and other financial service providers. The company offers institutional money market funds, long-term investment plans, and cash management funds. It is headquartered in Boston, MA. | Finance |
CypressTree Investment Management Co., Inc.
CypressTree Investment Management Co., Inc. Investment ManagersFinance CypressTree Investment Management Co., Inc. is a private company based in Boston, MA and has subsidiaries in the Cayman Islands and the United States. CypressTree Investment Management Co., Inc. was founded by Bradford K. Gallagher. | Finance |
PIMCO Income Strategy Fund
PIMCO Income Strategy Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Income Strategy Fund is a closed-end investment fund. It engages in investment activities. It provides investment for current income, consistent with the preservation of capital. The company was founded on June 19, 2003 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Income Strategy Fund II
PIMCO Income Strategy Fund II Investment Trusts/Mutual FundsMiscellaneous PIMCO Income Strategy Fund II operates as a closed end investment trust. It engages in the provision of current income, consistent with the preservation of capital. The company was founded on October 29, 2004 and is headquartered in New York, NY. | Miscellaneous |
Virtus Convertible & Income Fund
Virtus Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous AllianzGI Convertible & Income Fund is diversified, closed-end fund, which seeks to provide total return through a combination of capital appreciation and current income. It invests in a portfolio of domestic convertible securities and non-convertible high yield bonds rated below investment grade. The company was founded on January 17, 2003 and is headquartered in New York, NY. | Miscellaneous |
Virtus Convertible & Income Fund II
Virtus Convertible & Income Fund II Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Convertible & Income Fund II operates as a closed-end fund, which seeks to provide total return through a combination of capital appreciation and high current income. It invests in a diversified portfolio of domestic convertible securities and non-convertible high-yield bonds rated below investment grade. The company was founded on April 22, 2003 and is headquartered in Greenfield, MA. | Miscellaneous |
AllianzGI International & Premium Strategy Fund
AllianzGI International & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous AGIC International & Premium Strategy Fund is a newly organized, diversified, closed-end management investment company. The Fund's investment objective is to provide a total return comprised of current income, current gains and long-term capital appreciation. The company was founded on February 24, 2005 and is headquartered in New York, NY. | Miscellaneous |
Virtus Equity & Convertible Income Fund
Virtus Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous AllianzGI Equity & Convertible Income Fund is a diversified, closed-end management investment company. Its investment objective is to seek total return comprised of capital appreciation, current income and gains. The company consists of common stocks, but may also include other types of equity securities, including preferred stocks, depository receipts, rights and warrants. AllianzGI Equity & Convertible Income Fund was founded in 2006 and is headquartered in Greenfield, MA. | Miscellaneous |
AllianzGI Global Equity & Convertible Income Fund
AllianzGI Global Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous AGIC Global Equity & Convertible Income Fund is a closed-end investment fund/investment trust. The company's objective is to seek total return comprised of capital appreciation, current income and gains. Its equity component consists of common stocks and other types of equity securities, including preferred stocks, depository receipts, rights and warrants. Its convertible component consists of income-producing convertible securities of issuers, including bonds, debentures, notes, preferred stocks, and other securities or investments as well as synthetic convertible securities. The company was founded on May 3, 2007 and is headquartered in New York, NY. | Miscellaneous |
Shielding Technology, Inc. | |
Anchor Point, Inc.
Anchor Point, Inc. Miscellaneous Commercial ServicesCommercial Services Anchor Point, Inc. operates an organization that provides education, mentoring, and job skills training to both youth and adults. The non-profit company is based in Middletown, MD. | Commercial Services |
Atlantic Maritime Heritage Foundation, Inc. | |
PIMCO Flexible Credit Income Fund
PIMCO Flexible Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Flexible Credit Income Fund is a Closed-End Investment Fund and Investment Trust. It intends to provide attractive risk-adjusted returns and current income by investing under normal circumstances across a wide array of global credit sectors, including corporate, mortgage, consumer, emerging market, and municipal credit markets. The company was founded in 1971 and is headquartered in New York, NY. | Miscellaneous |
Virtus Convertible & Income 2024 Target Term Fund
Virtus Convertible & Income 2024 Target Term Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Convertible & Income 2024 Target Term Fund is a closed-end investment fund. Its objective is to provide a high level of income and to return fund?s original net asset value upon termination of the fund. The company was founded on March 21, 2017 and is headquartered in Greenfield, MA. | Miscellaneous |
Grail Advisors ETF Trust
Grail Advisors ETF Trust Investment ManagersFinance Grail Advisors ETF Trust provides investment management services. The private company is based in San Francisco. | Finance |
PIMCO Dynamic Income Strategy Fund
PIMCO Dynamic Income Strategy Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Energy & Tactical Credit Opportunities Fund engages as a non-diversified, limited term closed-end management investment company. Its objective is to is to seek total return, with a secondary objective to seek to provide high current income. It focuses on investments linked to the energy sector and investments linked to the credit sectors. The company was founded in 2018 and is headquartered in New York, NY. | Miscellaneous |
Virtus Artificial Intelligence & Technology Opportunities Fund
Virtus Artificial Intelligence & Technology Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Artificial Intelligence & Tech Opp Fund is a diversified, limited term closed-end management investment company. Its objective is to provide total return through a combination of current income, current gains and long-term capital appreciation. The company was founded on May 24, 2019 and is headquartered in New York, NY. | Miscellaneous |
Spyglass Investments LLC |
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