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John C. Weisenseel

About John C. Weisenseel

Independent director since December 9, 2024; age 65. Former CFO of AllianceBernstein (2012–2021) with prior senior finance roles at McGraw Hill/Standard & Poor’s, Barnes & Noble, and Citigroup; CPA with BBA (Adelphi) and MBA (UT Austin). Appointed to VRTS’s Audit Committee at board entry; designated by the Board as an audit committee financial expert and determined independent under NYSE rules. Attended each Board and Audit Committee meeting after joining in 2024.

Past Roles

OrganizationRoleTenureCommittees/Impact
AllianceBernstein LPSenior Vice President & Chief Financial Officer2012–2021Supervised global finance; member of executive Operating Committee guiding firm strategy
McGraw Hill (Standard & Poor’s)SVP & CFO, Standard & Poor’s; earlier SVP & Corporate Treasurer2004–2012Senior financial leadership at S&P; corporate treasury leadership
Barnes & NobleVice President & Corporate Treasurer2000–2004Treasury leadership
CitigroupDerivatives trading and financial roles1990–2000Served on TSE Blue Ribbon Advisory Panel for S&P Canadian Index transition
KPMG Peat MarwickEarly careerN/DAudit/finance foundation

External Roles

OrganizationRoleTenureNotes
Lipscomb University College of Business (Nashville)Executive-in-Residence2021–presentPost-retirement academic/mentorship role
Nashville ZooFinance Committee MemberN/DNon-profit governance
Nashville Public TelevisionBoard Member; Immediate Past ChairN/DNon-profit governance
Thistle FarmsBoard MemberN/DNon-profit governance

Board Governance

  • Independence: Board determined Weisenseel is independent under NYSE rules (Feb 2025).
  • Committee assignments: Audit Committee member; designated an “audit committee financial expert.” No chair roles.
  • Attendance: Attended each Board and Audit Committee meeting after joining in December 2024; Board held 11 meetings in 2024; Audit Committee held 8 meetings.
  • Board leadership: Independent Chairman (Timothy Holt); independent directors meet in regularly scheduled executive sessions.
  • Election cycle: Standing for one-year terms as part of phased declassification; nominated for re-election at 2025 meeting.

Fixed Compensation

ComponentAmount / StructureNotes
Annual Board retainer (non-executive director)$200,000Paid 50% cash, 50% equity; equity granted on the date of each Annual Meeting.
Audit Committee member retainer$15,00050/50 cash/equity via overall structure.
Audit Committee chair retainer$25,000Not applicable to Weisenseel (member, not chair).
2024 actual to Weisenseel$13,511 cash (pro rata)Pro rata cash retainer for remainder of 2024; no 2024 stock award due to December appointment timing.

Performance Compensation

  • Non-employee directors do not receive performance-based pay; compensation is retainer-based with 50% in common stock; no stock options or PSUs are granted to directors.

Other Directorships & Interlocks

CategoryDetail
Current public company boardsNone disclosed.
Private/non-profit boardsNashville Public Television; Thistle Farms; Nashville Zoo Finance Committee.
Potential interlocks/conflictsNone disclosed; no related-party transactions under Item 404(a) at appointment; no family relationships; no selection arrangements.

Expertise & Qualifications

  • Financial expertise: Board-designated audit committee financial expert; extensive CFO and treasury experience across asset management and information services.
  • Education/credentials: BBA (Accounting, Adelphi); MBA (Finance & CIS, UT Austin); Certified Public Accountant.
  • Industry depth: Two decades in asset management finance and strategy; S&P business unit CFO experience.

Equity Ownership

ItemDetail
Beneficial ownership (3/31/2025)0 shares; <1% of outstanding (6,911,016 shares outstanding basis).
Ownership guidelines (directors)4x annual cash retainer; no fixed time limit; expected to retain all stock portion of retainer (net of taxes) until met.
Compliance statusAll directors in compliance except Morris and Weisenseel (recent appointees); expected to retain stock retainer until compliant.
Pledging/hedgingCompany policy prohibits hedging by directors and executive officers.

Governance Assessment

  • Positives for investor confidence:
    • Independence and deep finance expertise; designated audit committee financial expert.
    • Strong attendance post-appointment and immediate engagement on Audit Committee.
    • No related-party transactions or family relationships disclosed at appointment; standard indemnity agreement used.
    • Director pay is market-aligned with 50% equity, reinforcing alignment; robust anti-hedging policy for directors.
    • Broader governance environment shows solid shareholder support (93% “Say on Pay” approval in 2024).
  • Watch items / potential red flags:
    • Zero beneficial ownership as of March 31, 2025 reflects timing (December 2024 appointment and equity grants at Annual Meeting); he is expected to accumulate shares under the 4x retainer guideline.
    • No chair roles currently; influence is through Audit Committee membership (mitigated by financial expert designation).

Related-party and conflict review: Company’s policy requires Audit Committee review/approval of related-party transactions; none disclosed for Weisenseel.

Appendix: Director Compensation Table (2024, excerpt)

NameFees Earned or Paid in Cash ($)Stock Awards ($)Total ($)
John C. Weisenseel13,51113,511

Appendix: Committee Roster (current)

NameAuditCompensationGovernance
John C. WeisenseelMember

Insider Transactions (Disclosure status)

Period ReviewedForms 3/4/5 Disclosed in Reviewed Company FilingsNotes
Through 2025 Proxy and Dec-2024 8-KNot presented in DEF 14A; 8-K appointment contains no Form 4 detailUse SEC filings for updates; beneficial ownership as of 3/31/2025 is 0 shares.