First Trust Capital Management L.P.
Brendan Smith is an experienced finance professional currently serving as a Fund Services Associate at First Trust Capital Management L.P. since September 2023. Prior to this role, Brendan held the position of Senior Investment Accounting Associate at EquiTrust Life Insurance Company from August 2022 to September 2023. Brendan's career also includes significant experience at Guggenheim Partners, where positions included Client Reporting Associate, Data Integrity Associate, and Analyst from December 2015 to August 2022. Earlier in Brendan's career, roles at BNY Mellon from February 2011 to December 2015 encompassed Associate Client Service Manager and Senior Trust Associate. Brendan holds an MBA in Finance and Business Strategy from DePaul Driehaus College of Business and a degree from West Virginia University's College of Business and Economics, along with a high school diploma from Mahwah High School.
First Trust Capital Management L.P.
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We offer a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit. These solutions are offered in a variety of structures across the accreditation and liquidity spectrums including interval funds, tender offer funds, private funds, and direct investments to financial advisors, family offices, and institutions. Through a joint venture, Vivaldi and First Trust have partnered to create First Trust Capital Solutions, LLC – a company dedicated to providing comprehensive alternative and technology solutions to financial advisors and their clients. FTCS strategically combines the strength of First Trust Portfolios L.P.’s distribution and product capabilities with Vivaldi’s best-in-breed technology, intellectual capital and alternative investment solutions. First Trust Alternative Investment Research ("FT-AIR"): FTCS leverages an experienced research team to source and align with top-tier managers across the alternative investment universe. Through a comprehensive due diligence process, the research team has a track record of superior risk-adjusted returns and is a market leader utilizing its expertise and extensive network to source investments.