James M. Oates

Personal wealth note: Equibles reports source-backed professional activity and disclosed compensation; it does not estimate personal net worth.

About James M. Oates

James M. Oates was last confirmed as Board Member at Virtus Total Return Fund Inc. (ZTR) in a filing dated April 9, 2021. James M. Oates was last confirmed as Board Member at Virtus Global Multi-Sector Income Fund (VGI) in a filing dated April 9, 2021. Earlier roles on record: Board Member at Stifel Financial Corp (SF) until May 26, 2021.

Summary generated from SEC filings and earnings-call records held by Equibles.

Affiliation history

Recorded current and former roles; source labels appear when available.

Virtus Total Return Fund Inc. (ZTR)
Board Member

Proxy statement

Start not stated–2021-04-09

Last confirmed by a filing; no departure on record
Virtus Global Multi-Sector Income Fund (VGI)
Board Member

Proxy statement

Start not stated–2021-04-09

Last confirmed by a filing; no departure on record
Stifel Financial Corp (SF)
Board Member

Proxy statement

Start not stated–2021-05-26

Company network

Recorded roles and call appearances connecting this person to public companies.

Stifel Financial Corp

Board Member

Virtus Global Multi-Sector Income Fund

VGI

Board Member

Virtus Total Return Fund Inc.

ZTR

Board Member

Recent activity

No call appearances or filed executive changes recorded yet.