About Virtus IC
Learn About Our Team and Our Story
Meet the Virtus Investment Counsel Team
Aurelio Baglione
Founder
Virtus Group of Companies
John Lombard
CEO, CIO, Portfolio Manager
Virtus Investment Counsel
Trevor Wolfe
COO
Virtus Investment Counsel
Edna Chu
CCO
Virtus Investment Counsel
Amanda Cai
CFO
Virtus Group of Companies
Josh Will
President
Virtus Capital Corporation
Amit Jhaveri
VP Corporate Finance
Virtus Capital Management
Justin Stein
V.P. of Sales
Virtus Capital Management
Philip Taube
CCO
Virtus Capital Management
Cary Wasser
Dealing Representative
Virtus Capital Management
Colleen McKay
V.P. of Client Services
Virtus Wealth Management
Alex Steele
Managing Director
Virtus Diversified REIT
Our Mission
At Virtus Investment Counsel, our mission is to help you protect what you’ve built, grow it with purpose, utilize tax-efficiencies, and feel confident in every financial decision along the way. Our goal is to be your steady partner through life’s changes, offering the insight and guidance you need to move forward with confidence and peace of mind.
Capital Stewardship
The Virtus Approach
At Virtus, we are guided by three powerful principles for financial success:
01
Run Your Own Race
Investing is a marathon, not a sprint. Successful marathon runners make a plan that fits their strengths and goals and stick to it. Likewise, investors succeed when they make a plan that fits their unique big picture and follow it.
02
Protect and Grow
Losses and gains don’t balance out evenly. Reasonable fluctuations are a normal part of investing, but recovering from big losses demands even bigger gains. That’s why top investment strategies include proactive capital protection.
03
Details Make a Difference
Controlling costs, using tax advantages, anticipating future needs, and adapting to changes are examples of details that impact your financial results. Success requires that you know the details that apply to you and execute on them.
Our Story
Since 1995, the Virtus Group of Companies has consistently delivered successful outcomes with tax-advantaged real estate investments.
In 2017, we expanded our horizons to include private capital market investments and tailored financial planning.
Now, in 2025, we’re proud to introduce Virtus Investment Counsel, offering sophisticated discretionary portfolio management to protect and grow your wealth.
Virtus is driven by the goal to protect capital while delivering strong returns. This guiding principle underlies every decision we make.
We invite you to explore Virtus Investment Counsel and experience our results-driven approach, serving individuals, families, businesses, and foundations with unwavering dedication and excellence.