First Trust Advisors
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19 First Trust Advisors employees in database. Find out everything there's to know about First Trust Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First Trust Advisors Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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