Company: NCZ-PA
Filing Date: 2025-04-11
Form Type: N-CSR
Source: 0001193125-25-079060
Chunk: 89

Company: Virtus Convertible & Income Fund II
Filing Date: 2025-04-11
Form: N-CSR
Chunk 89
---
 strategies team. Prior to that, Mr. Kass held portfolio manager
responsibilities for the U.S. convertible strategy and was a lead portfolio manager for the income and growth strategy since its inception and also responsible for managing multiple closed-end and open-end mutual funds.

Mr. Kass earned a B.S. from the University of California, Davis, and an M.B.A. from the
UCLA Anderson School of Management. He is a CFA charterholder.

Michael E. Yee

Managing Director, Lead Portfolio Manager – Income & Growth

Industry start date: 1994

Start date as fund Portfolio Manager:
2022

Michael Yee is a lead portfolio manager, income and growth at Voya Investment Management. He joined the firm following Voya’s integration of
certain assets and teams comprising the substantial majority of Allianz Global Investors U.S. business, where he was a portfolio manager and managing director with portfolio management, research and trading responsibilities for the income and growth
strategies team. He also served as a lead portfolio manager for the income and growth strategy since inception and was responsible for managing multiple closed-end and
open-end mutual funds. Prior to that, Mr. Yee was an analyst for the global and systematic team with responsibilities focused on U.S. large cap equity strategies and worked in global portfolio
administration and client service. Previously, he was a financial consultant for Priority One Financial/Liberty Foundation.

Mr. Yee earned a B.S.
from the University of California, San Diego, and an M.B.A. from San Diego State University.

David J. Oberto

Senior Vice President, Lead Portfolio Manager – Income & Growth

Industry start date: 2003

Start date as fund Portfolio Manager:
2022

David Oberto is a lead portfolio manager, income and growth at Voya Investment Management. He joined the
firm following Voya’s integration of certain assets and teams comprising the substantial majority of Allianz Global Investors U.S. business, where he was a portfolio manager and director with portfolio management, research and trading
responsibilities for the income and growth strategies team. Mr. Oberto served as portfolio manager for the U.S. High Yield Bond strategy and was also responsible for managing multiple closed-end and open-end mutual funds. Prior to that, he was a portfolio administrator, a credit default swaps (CDS) account manager and a trade-closer at Bain Capital.

Mr. Oberto earned a B.S.B.A. with a concentration in finance and a minor in