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First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I(0P0000VZ40)
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新增至觀察名單
13.500
-0.040
-0.30%
07/01 - 延遲資料. USD 貨幣
- 晨星評級:
- 總資產: 851.16M
First Trust/Dow Jones Dividend & Income Allocation
13.500
-0.040
-0.30%
0P0000VZ40綜觀
你可在本頁找到深入的First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I公司檔案，包括0P0000VZ40的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
地址
120 E. Liberty Drive, Suite 400
Wheaton,IL 60187
United States
Wheaton,IL 60187
United States
電話
+1 8006211675
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Scott A. Skowronski | - | 2022 | now |
| 自傳 | Scott Skowronski, CFA, joined First Trust Advisors L.P. in November 2022 as Portfolio Manager for the Investment Grade Team and has 27 years of investment experience. Prior to joining First Trust, Mr. Skowronski was a Senior Portfolio Manager and Principal at Asset Allocation & Management, LLC (AAM) for over 10 years. In that role, he was responsible for leading the Portfolio Strategies Committee to determine sector and portfolio positioning for all investment grade bond portfolios across the firm and was also a member of the Asset Allocation Committee. Prior to that, Mr. Skowronski was an Associate Portfolio Manager at Brandes Investment Partners and was also a Fixed Income Portfolio Manager at COUNTRY Financial. He has extensive experience in portfolio management across all investment grade bond sectors including credit, securitized, and municipal bonds. Mr. Skowronski received a B.A. in Risk Management from Illinois Wesleyan University. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Chicago. | ||
| Eric R. Maisel | Vice President | 2019 | now |
| 自傳 | 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 | now |
| 自傳 | 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 | now |
| 自傳 | 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 | now |
| 自傳 | 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 | now |
| 自傳 | 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 | now |
| 自傳 | 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 | now |
| 自傳 | 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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