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First Trust/dow Jones Dividend & Income Allocation Portfolio Class I (0P0000VZ40)
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First Trust/Dow Jones Dividend & Income Allocation
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Vue d'ensemble 0P0000VZ40
Sur cette page vous trouverez un profil détaillé de First Trust/dow Jones Dividend & Income Allocation Portfolio Class I. Vous y trouverez notamment des informations sur la gestion, le total des actifs, la stratégie d'investissement et les coordonnées de 0P0000VZ40 entre autres informations.
Contact
Adresse
120 E. Liberty Drive, Suite 400
Wheaton,IL 60187
United States
Wheaton,IL 60187
United States
Téléphone
+1 8006211675
Principaux dirigeants
| Nom | Titre | Depuis | Jusqu’à |
|---|---|---|---|
| Scott A. Skowronski | - | 2022 | Maintenant |
| Biographie | Scott A. Skowronski, CFA is a Vice President and Senior Portfolio Manager at AAM. He has 19 years of investment experience with 17 years dedicated to fixed income. Prior to joining AAM, Scott worked as a Portfolio Manager and Senior Analyst at Brandes Investment Partners. And prior to that, he worked as a Fixed Income Portfolio Manager at Country Financial. Scott is a member of the CFA Institute. Scott earned a B.A. in Risk Management from Illinois Wesleyan University. | ||
| Eric R. Maisel | Vice President | 2019 | Maintenant |
| Biographie | ERIC R. MAISEL, VICE PRESIDENT OF FIRST TRUST PORTFOLIOS L.P. Eric R. Maisel joined First Trust Portfolios in March 2011 and is a Vice President and Fixed Income Portfolio Manager of First Trust. His previous positions include Senior Portfolio Manager for the Ascendant Structured Credit Opportunity Fund, Managing Director and Senior Portfolio Manager for the Black River Global Credit Fund, Vice President and Senior Trader for the Cargill Financial Markets Group and Senior Corporate Bond Trader for American General Corporation. Eric earned his B.A., summa cum laude, from the University of Pittsburgh, and his M.Sc. from Oxford University - which he attended on a British Marshall Scholarship. He is also a member of the CFA Society of Chicago and the CFA Institute. | ||
| Chris A. Peterson | Senior Vice President | 2016 | Maintenant |
| Biographie | Chris A. Peterson, CFA was born in 1975. Mr. Peterson earned a B.S in Finance from Bradley University and has an MBA from the University of Chicago Booth School of Business with concentrations in Analytic Finance & Accounting. He has been with First Trust Advisors L.P. since 2000. As head of FTA’s Portfolio Advisor’s Strategy Research Group, Mr. Peterson shall be responsible for developing and implementing quantitative equity strategies on behalf of the Investment Committee. | ||
| Daniel J. Lindquist | Managing Director | 2012 | Maintenant |
| Biographie | Daniel J. Lindquist, CFA, was born in 1970. Mr. Lindquist earned a B.A. in Business Economics from Wheaton College and has an MBA in Finance from the University of Chicago. He has been with First Trust Advisors L.P. since 2004 and is a Managing Director. Mr. Lindquist is the Chairman of the Investment Committee and is responsible for the overall supervision of the Separate Managed Accounts. | ||
| Jon C. Erickson | Senior Vice President | 2012 | Maintenant |
| Biographie | Jon C. Erickson, CFA, was born in 1966. Mr. Erickson earned a B.S. in Computer Science from the University of Illinois and has an MBA from the University of Illinois in Finance. He has been with First Trust Advisors L.P. since 1994 and he is a Portfolio Manager and Senior Vice President. As the head of FTA’s Equity Research Group, Mr. Erickson shall be responsible for determining the securities to be purchased and sold by Funds that do not utilize quantitative investment strategies on behalf of the Investment Committee. | ||
| David G. McGarel | COO, CIO | 2012 | Maintenant |
| Biographie | David G. McGarel, CFA, was born in 1966. Mr. McGarel earned a B.S. in Accounting from the University of Notre Dame. He has been with First Trust Advisors L.P. since 1997 and he is a Managing Director, Chief Operating Officer and the Chief Investment Officer. As head of FTA’s Strategy Research Group, Mr. McGarel shall be responsible for developing and implementing quantitative investment strategies for those Funds that have investment policies that require them to follow such strategies, on behalf of the Investment Committee. | ||
| Todd W. Larson | Vice President, Portfolio Manager | 2012 | Maintenant |
| Biographie | Mr. Larson is a Senior Vice President and has been a Fixed Income Portfolio Manager at First Trust since December 2007. Mr. Larson is responsible for managing fixed income portfolios for First Trust’s institutional clients. Prior to joining First Trust, Mr. Larson was a portfolio manager with ABN AMRO Asset Management, Horizon Cash Management and Van Kampen American Capital. Mr. Larson is a recipient of the Chartered Financial Analyst designation. Todd W. Larson, CFA, was born in 1964. Mr. Larson earned a B.A. in Business Administration from North Park College. | ||
| Roger F. Testin | Senior Vice President | 2012 | Maintenant |
| Biographie | Roger F. Testin, CFA, was born in 1966. Mr. Testin earned a B.S. in Accounting from the University of Illinois and has an MBA in Finance from the University of Chicago. He has been with First Trust Advisors L.P. since 2001 and he is a Portfolio Manager and Senior Vice President. As Product Manager for the VA’s, SMA’s and International Managed Products, Mr. Testin shall be responsible for the daily implementation and execution of the strategies for these product vehicles on behalf of the Investment Committee. | ||
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