First Trust Capital Management L.P.
Robert Gus O'Hara, CFA has a work history that includes roles at First Trust Capital Management L.P., LBMC, and Citi. At First Trust Capital Management L.P., they have worked as a Research Analyst, Senior Research Analyst, and currently serves as a Principal. Prior to this, they worked at LBMC as an Investment Analyst, where they conducted fundamental analysis of high yield and split rating corporate credits and assisted in the management of a $600mm fixed income portfolio. At Citi, Robert worked as a Sales and Trading Summer Analyst.
Robert Gus O'Hara, CFA attended Penn State University and earned a Bachelor of Science in Finance. After completing their undergraduate degree, they pursued further education at the CFA Institute, where they obtained the Chartered Financial Analyst (CFA) Charterholder designation. Before their university studies, Robert completed their high school education at St. John's College High School and received a diploma.
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.