Sarah Cogan
Director/Board Member at VIRTUS GLOBAL MULTI-SECTOR INCOME FUND
Net worth: 107 026 $ as of 2024-04-29
Profile
Sarah E.
Cogan currently works at Virtus Total Return Fund, Inc., as Independent Director from 2021, Girl Scouts of Greater New York, Inc., as Director from 2016, Merger Fund, as Trustee from 2021, and various other companies.
Ms. Cogan also formerly worked at Spear, Leeds & Kellogg Specialists LLC, as Vice Chairman & Managing Director from 2003 to 2008, Virtus Funds, as Trustee, PIMCO Income Opportunity Fund, as Independent Trustee, and various other companies.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
PIMCO ACCESS INCOME FUND
0.00% | 2024-01-23 | 1,965 ( 0.00% ) | 29 888 $ | 2024-04-29 |
2024-01-23 | 2,500 ( 0.00% ) | 20 300 $ | 2024-04-29 | |
2024-01-23 | 2,600 ( 0.03% ) | 19 422 $ | 2024-04-29 | |
2024-01-23 | 2,568 ( 0.01% ) | 19 286 $ | 2024-04-29 | |
2024-01-23 | 2,550 ( 0.02% ) | 18 131 $ | 2024-04-29 |
Sarah Cogan active positions
Companies | Position | Start |
---|---|---|
PIMCO DYNAMIC INCOME FUND | Director/Board Member | 2018-12-31 |
PIMCO HIGH INCOME FUND | Director/Board Member | 2018-12-31 |
PIMCO NEW YORK MUNICIPAL INCOME FUND | Director/Board Member | 2018-12-31 |
PIMCO MUNICIPAL INCOME FUND III | Director/Board Member | 2018-12-31 |
PIMCO CALIFORNIA MUNICIPAL INCOME FUND III | Director/Board Member | 2018-12-31 |
PIMCO NEW YORK MUNICIPAL INCOME FUND III | Director/Board Member | 2018-12-31 |
PIMCO GLOBAL STOCKSPLUS & INCOME FUND | Director/Board Member | 2018-12-31 |
PIMCO INCOME STRATEGY FUND | Director/Board Member | 2018-12-31 |
VIRTUS CONVERTIBLE & INCOME FUND II | Director/Board Member | 2018-12-31 |
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Former positions of Sarah Cogan
Companies | Position | End |
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Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 53 |
---|---|
Merger Fund | Miscellaneous |
Virtus Variable Insurance Trust | Miscellaneous |
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 |
Virtus Funds | Miscellaneous |
Virtus Total Return Fund, Inc.
Virtus Total Return Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Virtus Total Return Fund, Inc. is a closed-end diversified investment fund, which invests in equity securities and fixed income. Its seeks to generate total return, consisting of capital appreciation and income. The company was founded on July 21, 1988 and is headquartered in Greenfield, MA. | Miscellaneous |
PIMCO Managed Accounts Trust | 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 |
The Merger Fund VL | 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 |
Virtus Strategy Trust | Miscellaneous |
Virtus Stone Harbor Emerging Markets Income Fund
Virtus Stone Harbor Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous Virtus Stone Harbor Emerging Markets Income Fund is a closed-end management investment company, which aims to maximize total return through income on its investments and capital appreciation. Its portfolio of securities includes fixed income and other emerging instruments. The company was founded on December 22, 2010 and is headquartered in Greenfield, MA. | Miscellaneous |
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 |
Virtus Stone Harbor Emerging Markets Total Income Fund
Virtus Stone Harbor Emerging Markets Total Income Fund Investment Trusts/Mutual FundsMiscellaneous Virtus Stone Harbor Emerging Markets Total Income Fund operates as a closed-end investment fund. Its investment objective is to maximize total return, which consists of income and capital appreciation from investments in emerging markets securities. The company was founded on October 25, 2012 and is headquartered in Greenfield, MA. | 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 |
Virtus Event Opportunities Trust
Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY. | Miscellaneous |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | 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 |
Simpson Thacher & Bartlett LLP
Simpson Thacher & Bartlett LLP Miscellaneous Commercial ServicesCommercial Services Simpson Thacher & Bartlett LLP provides legal services. Its areas of practices include corporate, litigation, banking and credit, capital markets, mergers and acquisitions, real estate, private funds, intellectual property, restructuring and bankruptcy, and tax. The firm serves the energy, financial services, healthcare, insurance and reinsurance, technology, retail, defense, education and transportation industries. The company operates through its offices located in Beijing, Hong Kong, Houston, London, Los Angeles, New York, Palo Alto, São Paulo, Seoul, Tokyo and Washington, DC. Simpson Thacher & Bartlett was founded in 1884 and is headquartered in New York, NY. | Commercial Services |
Natural Resources Defense Council, Inc.
Natural Resources Defense Council, Inc. Miscellaneous Commercial ServicesCommercial Services Natural Resources Defense Council, Inc. provides environmental protection services. It provides solutions to environmental threats such as acid rain, dying rivers, over-logged forests, and ozone depletion. The company was founded in 1970 and is headquartered in New York, NY. | Commercial Services |
Spear, Leeds & Kellogg Specialists LLC
Spear, Leeds & Kellogg Specialists LLC Investment Banks/BrokersFinance Spear, Leeds & Kellogg Specialists LLC (SLK) provides investment services. It also makes markets for some 7,000 Nasdaq and over-the-counter stocks. It is a subsidiary of The Goldman Sachs Group, the firm lines up buyers and sellers of stock at fixed prices and buys or sells stocks itself to offset wide price fluctuations. SLK was founded in 1931 and is headquartered in New York, NY | Finance |
Virtus Investment Trust | Miscellaneous |
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 |
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 |
Virtus Global Multi-Sector Income Fund
Virtus Global Multi-Sector Income Fund Investment Trusts/Mutual FundsMiscellaneous Virtus Global Multi-Sector Income Fund is a diversified, closed-end management investment fund. Its objective is to maximize current income while preserving capital and seeks to generate current income and total return by applying credit research and a time-tested approach to capitalize on opportunities across undervalued sectors of the global bond markets. The company was founded on August 23, 2011 and is headquartered in Greenfield, MA. | Miscellaneous |
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 |
Pimco Flexible Municipal Income Fund | Miscellaneous |
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 |
Girl Scouts of Greater New York, Inc. | |
PIMCO Dynamic Income Opportunities Fund
PIMCO Dynamic Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Dynamic Income Opportunities Fund is a closed-end management investment company, which engages in utilizing a dynamic asset allocation strategy among multiple fixed income sectors in the global credit markets. The company was founded on December 23, 2019, and is headquartered in New York, NY. | Miscellaneous |
PIMCO Flexible Emerging Markets Income Fund
PIMCO Flexible Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Flexible Emerging Markets Income Fund is a closed-end management investment company. Its objective is to provide attractive risk-adjusted returns and current income. The company was founded in 2021 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Access Income Fund
PIMCO Access Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Access Income Fund operates as a non-diversified, limited term, closed-end management investment company. The company was founded on October 1, 2021 and is headquartered in New York, NY. | Miscellaneous |
PIMCO California Flexible Municipal Income Fund
PIMCO California Flexible Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO California Flexible Municipal Income Fund is a closed-end investment fund, which engages in investment activity. It seeks to provide current income exempt from federal and California income tax. The company was founded on February 8, 2022 and is headquartered in New York, NY. | Miscellaneous |
Virtus Allianzgi Closed-End Funds | |
Virtus Dividend Interest & Premium Strategy Fund | Miscellaneous |
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