Jacob Puccetti

Jacob Puccetti, CFA has a diverse work experience spanning multiple roles and organizations. Jacob began their career as an Asset Servicing Intern at BNY Mellon in 2015. In 2016, they worked as a Summer Analyst at PNC Institutional Asset Management Group. The following year, Jacob joined GUGGENHEIM SECURITIES INTERNATIONAL LTD as an Equity Research Summer Analyst. In 2017, they became the Lead Quantitative Securities Analyst at the Davis Center for Portfolio Management. Simultaneously, they worked at First Trust Capital Management L.P. in various roles, starting as a Junior Research Analyst and eventually becoming a Principal. Jacob'stime at the Davis Center for Portfolio Management ended in 2018, but their work at First Trust continues as a Senior Research Analyst. Jacob's experience demonstrates their expertise in research analysis and portfolio management.

Jacob Puccetti, CFA, holds a Bachelor's Degree in Finance and Investments from the University of Dayton, which they earned from 2014 to 2018. Jacob also attended the Temple University Rome Campus in 2016 for International Business. Prior to their university education, Jacob attended Upper St. Clair High School from 2010 to 2014. In addition to their academic achievements, Jacob has obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute in 2021 and the Bloomberg Equity, Fixed Income, Commodities, and Currencies Certified certification from Bloomberg LP in 2014.