First Trust Advisors

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First Trust Advisors Employees

Employee
Years
Job
Industry
Matthew McNaughton Matthew McNaughton Greater Chicago Area Details
Matthew McNaughton's First Trust Advisors Experience August 2006 - December 2008
Job
Industry Construction
Experience
McNaughton Brothers Construction LLC   January 2012 - Present
W.H. McNaughton Builders LLC   January 2009 - December 2011
First Trust Advisors   August 2006 - December 2008

Education
Ohio University   2002 — 2006
BBS, Finance

Aimee O'Connor Aimee O'Connor Greater Chicago Area Details
Aimee O'Connor's First Trust Advisors Experience 2005 - 2007
Job Investment Consultant at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates  January 2012 - Present
DiMeo Schneider & Associates  2007 - June 2012
First Trust Advisors   2005 - 2007

Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Financial Analysis, Equities, Wealth Management, Finance, Strategic Financial..., Fixed Income

Education
Loras College   2000 — 2004
BA, Management

Fenwick High School   1996 — 2000

Jonathan Steiner, CIMA®, CFP® Jonathan Steiner, CIMA®, CFP® Raleigh-Durham, North Carolina Area Details
Jonathan Steiner, CIMA®, CFP®'s First Trust Advisors Experience July 2001 - December 2007
Job Territory Manager of Financial Planning at PNC Investments
Industry Financial Services
Experience
PNC Investments  July 2012 - Present
Lockwood Advisors, a BNY Mellon Company   July 2010 - July 2012
PNC Managed Investments   February 2008 - June 2010
First Trust Advisors   July 2001 - December 2007
John Hancock  December 1999 - February 2001
Legg Mason  July 1992 - December 1999

Education
Duke University   2009 — 2010
Executive Certificate in Financial Planning

St. Mary's College of Maryland   1988 — 1992
BA, Economics

Francis Scott Key   1985 — 1988

Bob Markovich Bob Markovich Cleveland/Akron, Ohio Area Details
Bob Markovich's First Trust Advisors Experience September 2007 - July 2010
Job Managing Director at Good Harbor Financial
Industry Financial Services
Experience
Cedar Capital, LLC   November 2014 - Present
Good Harbor Financial   April 2013 - Present
NAVCAP® NAV Capital Partners, LLC   August 2010 - Present
Sheffield village City council   2012 - 2015
Sheffield village City council   2012 - 2015
Sheffield village City council   2012 - 2015
Sheffield village City council   2012 - 2015
First Trust Advisors   September 2007 - July 2010
AIG SunAmerica  September 2000 - September 2007
Merrill Lynch  November 1994 - September 2000

Skills
Series 7, Mutual Funds, Alternative Investments, Financial Advisory, Wealth Management, Asset Allocation, ETFs, Finance, Investment Strategies, Retirement Planning, Separately Managed..., Series 6, Fixed Annuities, Series 24, Securities, Series 63, Investments, Asset Managment

Education
Baldwin Wallace University   1981 — 1985
BS, Comprehensive Social Studies, Education

Bill Mulvihill Bill Mulvihill Cincinnati Area Details
Bill Mulvihill's First Trust Advisors Experience 2005 - 2006
Job Vice President at U.S. Bank Professional Sports Group
Industry Banking
Experience
US Bank  November 2006 - Present
First Trust Advisors   2005 - 2006
Claymore Securities  2005 - 2005
Griffin, Kubik, Stephens & Thompson   2004 - 2005
House Ways and Means Committee  2002 - 2004

Education
University of Cincinnati   2001 — 2002
M.B.A., Finance

University of Cincinnati   1996 — 2001
B.S., Mechanical Engineering

Paul Ripsky, CPA Paul Ripsky, CPA Greater Chicago Area Details
Paul Ripsky, CPA's First Trust Advisors Experience June 2006 - August 2006
Job Assistant Vice President at Deutsche Bank Securities Inc.
Industry Accounting
Experience
Deutsche Bank Securities Inc.  May 2014 - Present
Chicago Mercantile Exchange  June 2009 - May 2014
Mesirow Financial  June 2008 - August 2008
First Trust Advisors   June 2006 - August 2006

Skills
Financial Analysis, Accounting, Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, US GAAP, Financial Accounting, GAAP, Financial Modeling, CPA, Internal Audit

Education
University of Illinois at Urbana-Champaign - College of Business   2005 — 2009
Bachelor of Science (2), Accountancy, Finance

Steve Starkovich, CFA Steve Starkovich, CFA Greater Chicago Area Details
Steve Starkovich, CFA's First Trust Advisors Experience January 2000 - November 2002
Job UIT Equity Analyst at Guggenheim Funds
Industry Investment Management
Experience
Guggenheim Funds  April 2008 - Present
Calamos Investments  December 2002 - March 2008
First Trust Advisors   January 2000 - November 2002
Van Kampen Investments  November 1998 - January 2000

Skills
Series 7, Investments, Financial Analysis, Portfolio Management, Equities, Securities, Bloomberg, Asset Managment, Fixed Income, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Bonds, Separately Managed..., Insurance, FINRA, Unit Investment Trusts, Institutional..., Chartered Financial..., Bloomberg Terminal, Equity Research, Municipal Bonds, Financial Services, Equity Valuation

Education
Northern Illinois University   1995 — 1997
BS, Finance

College of DuPage   1993 — 1995
AA, Business, Accounting

Willowbrook High School   1989 — 1993

Robert Carey Robert Carey Greater Chicago Area Details
Robert Carey's First Trust Advisors Experience April 1991 - Present
Job Chief Investment Officer at First Trust Advisors
Industry Financial Services
Experience
First Trust Advisors   April 1991 - Present

Skills
Fixed Income, Wealth Management, Corporate Finance, Portfolio Management, Hedge Funds, Trading, Mutual Funds, Investments, Financial Markets, Asset Allocation, Series 7, Asset Management, Strategic Financial..., Alternative Investments, Investment Management, Valuation, Investment Strategies, Mergers & Acquisitions, Investment Banking, Retirement Planning, Due Diligence, Equities, Series 63, Options, Relationship Management, Strategic Leadership, Estate Planning, Securities, Bonds, Finance, Retirement, Public Speaking, Life Insurance, Financial Advisory, Analysis, Asset Managment, Private Equity, Financial Services, Investment Advisory, Financial Modeling, Financial Analysis, Structured Products, Capital Markets, Risk Management, Business Planning, Morningstar, Insurance, Strategic Planning, Economics, Strategy

Education
University of Illinois at Urbana-Champaign   1983 — 1985
BS, Physics

Eric Maisel, CFA Eric Maisel, CFA Greater Chicago Area Details
Eric Maisel, CFA's First Trust Advisors Experience June 2008 - Present
Job Fixed Income Portfolio Manager
Industry Investment Management
Experience
First Trust Advisors   June 2008 - Present
First Trust Advisors   2008 - Present
Ascendant Fund (Vanderbilt Capital Advisors)   2004 - 2007
Cargill  1997 - 2004
American General Corp.   1995 - 1997

Skills
Fixed Income, Investments, Securities, Bonds, Portfolio Management, Asset Management, Investment Strategies, Alternative Investments, Hedge Funds, Asset Allocation, Series 7, Trading, Equities, Capital Markets, Mutual Funds, Bloomberg, Derivatives, Financial Markets, Investment Management, Series 63, Management

Education
University of Oxford   1990 — 1992
M.Sc., Economics for Development

University of Pittsburgh   1985 — 1990
B.A., Economics, Japanese, and Political Science

Jill Jacobs-Baar Jill Jacobs-Baar Greater Chicago Area Details
Jill Jacobs-Baar's First Trust Advisors Experience 1992 - 1995
Job Director of Education at Invesco PowerShares Capital Management
Industry Financial Services
Experience
Invesco PowerShares Capital Management  February 2011 - Present
Morningstar  May 2002 - March 2011
Nuveen Investments  1996 - 2002
First Trust Advisors   1992 - 1995
First Trust Advisors   1992 - 1995

Education
The University of Chicago Booth School of Business   1996 — 1998
MBA

University of Notre Dame
Finance & Public Policy

Lance Hinkle Lance Hinkle Greater Chicago Area Details
Lance Hinkle's First Trust Advisors Experience April 2007 - Present
Job Portfolio Manager at First Trust Advisors
Industry Investment Management
Experience
First Trust Advisors   April 2007 - Present
Asymmetric Bond Markets, LLC   February 2004 - March 2007
Third Millennium Trading, LLC   February 2002 - February 2004

Skills
Bloomberg, Excel, Portfolio Management

Education
University of Illinois at Urbana-Champaign - College of Business   1997 — 2001
Bachelor, Finance

Patrick Good Patrick Good Dallas/Fort Worth Area Details
Patrick Good's First Trust Advisors Experience July 2005 - October 2007
Job Regional Vice President AmericaFirst Securities, Inc.
Industry Financial Services
Experience
AmericaFirst Securities, Inc   August 2015 - Present
Major Financial Services Industry Money Manager   March 2011 - April 2015
Ameriprise Financial  January 2010 - March 2011
Ameriprise Financial Services, Inc.   May 2008 - December 2009
First Trust Advisors   July 2005 - October 2007
Curian Capital, LLC  October 2002 - January 2005
John Hancock Funds LLC  April 2001 - October 2002
Van Kampen Funds  August 1999 - April 2001

Skills
Mutual Funds, Investments, Series 63, Series 7, Retirement Planning, Asset Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, Financial Services

Education
University of Pittsburgh   1982 — 1986
Bachelor of Arts, Communications

University of Pittsburgh   1982 — 1986
Bachelor's degree, Communication and Media Studies

James Snyder James Snyder Greater Chicago Area Details
James Snyder's First Trust Advisors Experience August 2013 - Present
Job Vice President & Portfolio Manager at First Trust Advisors
Industry Investment Management
Experience
First Trust Advisors   August 2013 - Present
Fort Sheridan Advisors   March 2013 - August 2013
Bluefire Capital  June 2011 - November 2012
Deerfield Capital   November 2004 - January 2009
Spyglass Capital   May 2003 - October 2004
American Express Financial Advisors  March 1989 - February 2003
Harris Trust and Savings Bank  October 1985 - March 1989

Skills
Portfolio Management, Fixed Income, Hedge Funds, Institutional Selling, Marketing, Alternative Investments, Investments, Asset Managment, Bloomberg, Asset Allocation, Derivatives, Bonds, Investment Management, Mutual Funds, Equities, Capital Markets, Insurance, Quantitative Analytics

Education
The University of Chicago Booth School of Business   1987 — 1989
MBA, Finance

DePaul University   1984 — 1986
MA, Economics

DePaul University   1980 — 1983
BS, Economics

Neal Gleason - CFA Neal Gleason - CFA Greater Denver Area Details
Neal Gleason - CFA's First Trust Advisors Experience 1991 - 1993
Job Sr. Investment Analayst at National Planning Holdings
Industry Investment Management
Experience
National Planning Holdings  May 2011 - Present
Mountain Asset Management   February 2010 - January 2011
The Boston Company  August 2004 - January 2009
Founders Asset Management LLC/The Bank of New York Mellon   2004 - 2006
Great-West Life & Annuity  2000 - 2004
Great-West Life  1994 - 2004
First Trust Advisors   1991 - 1993

Education
University of Colorado Denver   1998 — 2001
MA, Finance and Business Administration

MPB

John Montefalco John Montefalco Greater Chicago Area Details
John Montefalco's First Trust Advisors Experience May 2015 - Present
Job Vice President, First Trust ETF Sales
Industry Financial Services
Experience
First Trust  August 2015 - Present
First Trust Advisors   May 2015 - Present
First Trust  June 2014 - Present
J.P. Morgan   September 2008 - December 2013
State Street  2000 - 2005
IKON Document Services  1996 - 2000

Skills
Equities, Securities, Investments, Financial Analysis, Hedge Funds, Strategic Financial..., Financial Services, Alternative Investments, Risk Management, Banking, Bloomberg, China Business..., Fund Accounting, Financial Planning

Education
Boston University - School of Management   2006 — 2007
MBA, 2007

Quinnipiac University School of Law   1993 — 1996
JD, Law

Stonehill College   1987 — 1991
BA, History & Criminal Justice

Rob Guttschow Rob Guttschow Greater Chicago Area Details
Rob Guttschow's First Trust Advisors Experience July 2011 - Present
Job Senior Portfolio Manager at First Trust Advisors
Industry Financial Services
Experience
First Trust Advisors   July 2011 - Present
Nuveen HydePark Group, LLC   May 2010 - February 2011
Nuveen HydePark Group, LLC   September 2007 - May 2010
Nuveen Asset Management  May 2004 - August 2007
Lotsoff Capital Management  August 1993 - April 2004

Skills
Asset Management, Equities, Fixed Income, Bloomberg, Portfolio Optimization, Financial Modeling, Hedging, Derivatives, Trading Systems, Portfolio Management, Mutual Funds, Hedge Funds, Investments, Investment Strategies, Risk Management, Asset Allocation, Quantitative Finance, Alternative Investments, Options, Investment Management, ETFs

Education
University of Illinois at Urbana-Champaign   1991 — 1993
MBA, Finance

University of Illinois at Urbana-Champaign   1986 — 1991
BS, Materials Engineering / Ceramics

Alex Garber Alex Garber Greater Chicago Area Details
Alex Garber's First Trust Advisors Experience 2000 - 2004
Job Investment and Portfolio Analystat Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial for Lutherans  2012 - Present
Henderson Global Funds   2004 - 2012
First Trust Advisors   2000 - 2004
ABN AMRO Bank N.V.   1999 - 2000

Skills
Separately Managed..., Portfolio Management, Investment Advisory, Series 7, series 65, Series 63, Equity Trading, Equities, Account Portfolio..., Electronic Trading, Foreign Exchange, Best Execution, Unified Managed Accounts, Health Insurance, Financial Modeling, Model Portfolios, Retirement Planning, Life Insurance, International Capital..., Bloomberg, Electronic Trading..., Security APL, Advent, Investment Research, Financial Advisory, Saving for Education, CRM, Disability Insurance, Personal Financial...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master's degree, Finance

North Park University
Bachelor's degree