![Alan Rappaport](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Alan Rappaport
Vorsitzender bei
VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND
Vermögen: 39 Mio $ am 31.05.2026
Profil
Herr Alan H. Rappaport ist stellvertretender Vorsitzender bei Carleon Capital Partners LLC. Er ist stellvertretender Vorsitzender bei Roundtable Investment Partners LLC. Zuvor war er Chairman und President der Bank of America's Private Bank, einem globalen Vermögensverwaltungsunternehmen mit einem Kundenvermögen von über 200 Milliarden Dollar. Bevor er zur Bank of America kam, war er Managing Director von Chase Investment Advisors und Mitglied des Managementkomitees der Chase Global Private Bank. Vor Chase war Herr Rappaport Partner bei The Beacon Group und half beim Aufbau des Vermögensverwaltungsgeschäfts dieser M&A- und Private-Equity-Investment-Boutique. Außerdem war er 17 Jahre lang bei CIBC Oppenheimer tätig, wo er als leitender Angestellter für die Asset Management Division verantwortlich war, eine auf Privatkunden ausgerichtete Abteilung, die vermögenden Kunden ein umfassendes Angebot an Anlagedienstleistungen bereitstellte und eine marktführende Position in nicht-traditionellen Anlagekategorien einnahm. Er ist Vorsitzender des Kuratoriums von GuideStar, Treuhänder des NYU Langone Medical Center, Treuhänder des American Museum of Natural History, nationaler Co-Vorsitzender des Duke University Parents Committee und Mitglied des Council on Foreign Relations. Zuvor war er für verschiedene andere Organisationen tätig, darunter die Partnership for New York City, der New York City Investment Fund, MENTOR/National Mentoring Partnership, das Lawrence Hospital und das New York Stock Exchange Advisory Committee on International Capital Markets. Herr Rappaport ist ein Absolvent der Stanford University (M.B.A.) und der Harvard University (B.A.).
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
| 10.04.2026 | 454’947 ( 0.73% ) | 38 Mio $ | 31.05.2026 | |
| 08.01.2026 | 3’000 ( 0.01% ) | 64 980 $ | 31.05.2026 | |
| 08.12.2025 | 8’001 ( 0.01% ) | 60 168 $ | 31.05.2026 |
Aktive Positionen von Alan Rappaport
| Unternehmen | Position | Beginn |
|---|---|---|
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND | Direktor/Vorstandsmitglied | 01.01.2010 |
| VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Vorsitzender | 01.06.2010 |
| PIMCO STRATEGIC INCOME FUND, INC. | Direktor/Vorstandsmitglied | 01.06.2010 |
| PIMCO GLOBAL STOCKSPLUS & INCOME FUND | Direktor/Vorstandsmitglied | 01.06.2010 |
| PIMCO MUNICIPAL INCOME FUND II | Direktor/Vorstandsmitglied | 22.06.2010 |
| PIMCO CORPORATE & INCOME STRATEGY FUND | Direktor/Vorstandsmitglied | 01.06.2010 |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUND | Direktor/Vorstandsmitglied | 22.06.2010 |
| PIMCO HIGH INCOME FUND | Direktor/Vorstandsmitglied | 22.06.2010 |
| PIMCO INCOME STRATEGY FUND | Direktor/Vorstandsmitglied | 22.06.2010 |
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Ehemalige bekannte Positionen von Alan Rappaport
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Ausbildung von Alan Rappaport
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
59
Beziehungen ersten Grades
65
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 65 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
CIBC Oppenheimer Advisers LLC | |
Nicholas-Applegate Convertible & Income Fund
 Nicholas-Applegate Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nicholas-Applegate Convertible & Income Fund II
 Nicholas-Applegate Convertible & Income Fund II Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
CIBC Bank USA (Investment Management)
 CIBC Bank USA (Investment Management) Investment ManagersFinance CIBC US offer their clients a broad opportunity set across asset classes, geographies and managers to preserve and grow assets. The firm utilizes top-down view of the global economy and market environment. Their objective approach to investment management is designed to optimize performance through multi-asset class, multi-style and multi-manager diversification, while balancing expected return, risk, tax sensitivity and cost. | Finance |
New York Stock Exchange, Inc.
 New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market | Finance |
Nicholas-Applegate Global Equity & Convertible Income Fund
 Nicholas-Applegate Global Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Roundtable Investment Partners LLC
 Roundtable Investment Partners LLC Investment ManagersFinance Roundtable Investment invests in both public and private companies located in the US. The firm invests in wide range of sectors. It provides finance for early and buyout capital requirements. It also makes real asset investing. | Finance |
Allianzgi Institutional Multi-Series Trust
 Allianzgi Institutional Multi-Series Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a open-end management trust | Miscellaneous |
Virtus AllianzGI Dividend Interest & Premium Strategy Fund
 Virtus AllianzGI Dividend Interest & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
AllianzGI International & Premium Strategy Fund
 AllianzGI International & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
AllianzGI Global Equity & Convertible Income Fund
 AllianzGI Global Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Income Strategy Fund II
 PIMCO Income Strategy Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PCM Fund Inc.
 PCM Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO California Municipal Income Fund
 PIMCO California Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO California Municipal Income Fund II
 PIMCO California Municipal Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO California Municipal Income Fund III
 PIMCO California Municipal Income Fund III Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Corporate & Income Opportunity Fund
 PIMCO Corporate & Income Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Income Strategy Fund
 PIMCO Income Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Dynamic Income Fund
 PIMCO Dynamic Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Global StocksPLUS & Income Fund
 PIMCO Global StocksPLUS & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Corporate & Income Strategy Fund
 PIMCO Corporate & Income Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO High Income Fund
 PIMCO High Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Income Opportunity Fund
 PIMCO Income Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Municipal Income Fund
 PIMCO Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Municipal Income Fund II
 PIMCO Municipal Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Municipal Income Fund III
 PIMCO Municipal Income Fund III Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO New York Municipal Income Fund
 PIMCO New York Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO New York Municipal Income Fund II
 PIMCO New York Municipal Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO New York Municipal Income Fund III
 PIMCO New York Municipal Income Fund III Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Strategic Income Fund Inc.
 PIMCO Strategic Income Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Dynamic Credit & Mortgage Income Fund
 PIMCO Dynamic Credit & Mortgage Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Diversified Income & Convertible Fund
 Virtus Diversified Income & Convertible Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Flexible Credit Income Fund
 PIMCO Flexible Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Convertible & Income 2024 Target Term Fund
 Virtus Convertible & Income 2024 Target Term Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Flexible Municipal Income Fund
 PIMCO Flexible Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
PIMCO Dynamic Income Strategy Fund
 PIMCO Dynamic Income Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus AllianzGI Artificial Intelligence & Technology Opps
 Virtus AllianzGI Artificial Intelligence & Technology Opps Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Dynamic Income Opportunities Fund
 PIMCO Dynamic Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Beacon Group LLC (NY)
 The Beacon Group LLC (NY) Miscellaneous Commercial ServicesCommercial Services Operates as supply chain management firm | Commercial Services |
The Chase Global Private Bank
 The Chase Global Private Bank Major BanksFinance National commercial bank | Finance |
Nicholas-Applegate International & Premium Strategy Fund
 Nicholas-Applegate International & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
The American Museum of Natural History
 The American Museum of Natural History Other Consumer ServicesConsumer Services Operates cultural museums | Consumer Services |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Miscellaneous |
The Partnership for New York City, Inc.
 The Partnership for New York City, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a charitable organization | Commercial Services |
The New York City Investment Fund Manager, Inc.
 The New York City Investment Fund Manager, Inc. Investment ManagersFinance The New York City Investment Fund Manager invests in the companies located in the United States. The firm focuses on fintech, health IT, life sciences and advanced manufacturing sectors. It participates in early and growth stage capital transactions. The firm acquires minority interest. | Finance |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Finance |
Virtus Investment Trust
 Virtus Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
NewYork-Presbyterian/Lawrence Hospital
 NewYork-Presbyterian/Lawrence Hospital Medical/Nursing ServicesHealth Services Provides healthcare services | Health Services |
Nicholas Applegate Equity & Convertible Income Fund
 Nicholas Applegate Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
US Trust
 US Trust Investment ManagersFinance Provides investment management services | Finance |
GuideStar USA, Inc.
 GuideStar USA, Inc. Internet Software/ServicesTechnology Services Operates an online platform that connects donors and grant makers to non-profit organizations | Technology Services |
The National Mentoring Partnership, Inc.
 The National Mentoring Partnership, Inc. Miscellaneous Commercial ServicesCommercial Services Provides mentoring programs | Commercial Services |
Virtus Convertible & Income Fund
 Virtus Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Convertible & Income Fund II
 Virtus Convertible & Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Equity & Convertible Income Fund
 Virtus Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Truvvo Partners LLC
 Truvvo Partners LLC Investment ManagersFinance Truvvo Partners seeks to provide clients the global, multi-asset, multi-manager investment platform that has traditionally only been made available to top-tier endowments and foundations. Their objective is to invest through underlying managers and to a lesser degree direct securities across asset classes and geographies. The firm seeks to build relatively concentrated portfolios of complementary managers within the risk/return parameters of the relevant client. Truvvo Partners uses their global network as a primary tool in sourcing potential third-party investment managers. | Finance |
NYU Langone Health
 NYU Langone Health Medical/Nursing ServicesHealth Services Provides medical services | Health Services |
Victory Capital Holdings, Inc.
 Victory Capital Holdings, Inc. Investment ManagersFinance Provides investment management services | Finance |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PIMCO Access Income Fund
 PIMCO Access Income Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
PIMCO California Flexible Municipal Income Fund
 PIMCO California Flexible Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Virtus Allianzgi Closed-End Funds |
