Roger Lavan

Portfolio Manager-Fixed Income at

Virtus Fixed Income Advisers LLC

Finance

Consumer Services

Profile

Mr. Roger M.
Lavan, CFA MBA, is a Portfolio Manager at Virtus Fixed Income Advisers LLC.
Mr. Lavan was previously employed as a Portfolio Manager for multi-sector strategies / investment grade as part of the Multi-Asset Credit Team at Stone Harbor Investment Partners, a division of VFIA. He continues to have portfolio management responsibilities for Stone Harbor branded accounts under both the Newfleet and Stone Harbor divisions of VFIA. Before joining Stone Harbor, Mr. Lavan was a managing director and senior portfolio manager responsible for U.S.
governments, mortgages, and asset-backed securities at Citigroup Asset Management.
Previously, Mr. Lavan served as an investment policy committee member at Salomon Brothers Asset Management and as a Research Analyst for institutional investment grade fixed income for Salomon Brothers Inc. Mr. Lavan earned a B.S.
in management from State University of New York at Geneseo and an M.B.A from Fordham University.

Roger Lavan active positions

Companies	Position	Start
Virtus Fixed Income Advisers LLC Virtus Fixed Income Advisers LLC Investment ManagersFinance VFIA is an active bond manager who believes that the market offers potential opportunities for returns to investors who understand and correctly value Fixed Income securities. The firm focuses their management efforts on the bottom-up principle of security selection along with top-down strategies for sector allocation and yield curve structure using rigorous fundamental research as well as a series of proprietary and third-party tools to identify value. Their diversified portfolios of well-researched companies, value-added security structures and sector rotation seek to provide attractive spreads above the benchmark, regardless of the level or direction of interest rates, at controlled risk levels.	Portfolio Manager-Fixed Income	01/07/2022

All active positions of Roger Lavan

Former positions of Roger Lavan

Companies	Position	End
Stone Harbor Investment Partners LLC Stone Harbor Investment Partners LLC Investment ManagersFinance Stone Harbor is a global fixed income investment manager that focuses on building long-term value for its clients through investment grade, high yield, emerging markets debt and multi-sector credit strategies.	Portfolio Manager-Fixed Income	01/07/2022
Citigroup Asset Management (United States) Citigroup Asset Management (United States) Investment ManagersFinance Profile Unavailabl	Corporate Officer/Principal	-
Salomon Brothers, Inc. Salomon Brothers, Inc. Investment Banks/BrokersFinance Investment banking services	Corporate Officer/Principal	-
Salomon Brothers Asset Management, Inc. Salomon Brothers Asset Management, Inc. Investment ManagersFinance Manages assets.	Corporate Officer/Principal	-

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Private companies	7
Salomon Brothers Asset Management, Inc. Salomon Brothers Asset Management, Inc. Investment ManagersFinance Manages assets.	Finance
Virtus Fixed Income Advisers LLC Virtus Fixed Income Advisers LLC Investment ManagersFinance VFIA is an active bond manager who believes that the market offers potential opportunities for returns to investors who understand and correctly value Fixed Income securities. The firm focuses their management efforts on the bottom-up principle of security selection along with top-down strategies for sector allocation and yield curve structure using rigorous fundamental research as well as a series of proprietary and third-party tools to identify value. Their diversified portfolios of well-researched companies, value-added security structures and sector rotation seek to provide attractive spreads above the benchmark, regardless of the level or direction of interest rates, at controlled risk levels.	Finance
State University of New York College at Geneseo State University of New York College at Geneseo Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Fordham University Fordham University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Stone Harbor Investment Partners LLC Stone Harbor Investment Partners LLC Investment ManagersFinance Stone Harbor is a global fixed income investment manager that focuses on building long-term value for its clients through investment grade, high yield, emerging markets debt and multi-sector credit strategies.	Finance
Salomon Brothers, Inc. Salomon Brothers, Inc. Investment Banks/BrokersFinance Investment banking services	Finance
Citigroup Asset Management (United States) Citigroup Asset Management (United States) Investment ManagersFinance Profile Unavailabl	Finance