First Trust Capital Management L.P.
Jessica Mercado, CPA, currently serves as Finance Manager at First Trust Capital Management L.P. since January 2022. Prior experience includes roles at EY as FSO Assurance Senior and FSO Assurance Staff from October 2017 to January 2022, and as a Wealth Management Intern at UBS from May 2016 to June 2017. Jessica's background also encompasses an internship in FSO Assurance at EY in early 2016 and a role as a College Coach for the Pre-Collegiate Summer Scholars Program at Loyola University Chicago during the summer of 2015. Jessica participated in the Global Perspectives Conference at EY in July 2014 and gained early experience as an intern at Windy City Strategies in 2013. Educational credentials include a B.S. in Honors Accountancy with a double minor in International Business and Economics from DePaul University, earned between 2013 and 2017.
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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.