First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively First Trust) were established in 1991 with a mission

Finance

First Trust Portfolios

First Trust Portfolios' headquarters in Wheaton, IL, United States

Andy Roggensack

Paul McGinn

Jordan Long

Alex Brozyna

Garrett Komiskey

Christian Lena

Noah Helm

Joey Borsellino

Nim Short

David Tokar

Josh Dreyer

Jon Phillips

Dan Lavin

Andrew Jahns

Lewin M. Williams

Tom Pearse

Jeff Teare

Cfp® Chris Toye

Ryan Goulding

Matt Stowell

Ronnie Muck

Rhett Litavsky

Tim Trudo

Dan Godoy

Brock Ullrich

Tyler Cockle

Sam Schapmann

Brad Shaffer

James Molinari

Kyle Brown

Jason Whitney

Beth Bull

Jon Erickson

Brendan Mahoney

Brian Buscher

John Jochum

Jared Hunt

Devin Iafelice

Sterling Witt

Tyler Sahly

Matt Westley

Matthew Parker

Griffin Bowes

Scott Stoczynski

Justin Nielsen

Michael Fink

Samuel Frasco

Patrick Donadio

Dominick Giordano

Matthew Phillips

Jon Hughes

Derek Babb

Sean Parchment

Jacob Cremer

Ben Ferwerda

Matthew Henrici

Barton Housman

Daniel Blong

Brian Wesbury

Erik Jackson

Rob Biddinger

Ray Worrell

The Leadership Team at First Trust Portfolios is responsible for setting the strategic direction and vision of the company, overseeing key operational areas, and driving sales initiatives across various investment products. This team collaborates closely with sales, marketing, and compliance to ensure effective execution of business strategies, while also fostering relationships with clients and stakeholders to enhance First Trust's market presence and growth.

Leadership Team

The Sales and Marketing Team at First Trust Portfolios is responsible for driving revenue growth and brand awareness through strategic outreach and relationship management. This team engages with institutional clients and financial advisors, offering tailored investment solutions, while coordinating marketing initiatives and sales operations to enhance client experience and support the overall sales process. They leverage analytics and business intelligence to refine their strategies and ensure effective communication of First Trust's unique value proposition in the financial markets.

Sales and Marketing Team

The Finance and Accounting Team at First Trust Portfolios is responsible for managing the financial operations and reporting of investment portfolios. This includes fund accounting, portfolio analytics, tax compliance, and administration, ensuring accurate and timely financial information for internal stakeholders and clients. The team collaborates closely with various departments to support investment strategies and maintain regulatory compliance while optimizing fund performance and operational efficiency.

Finance and Accounting Team

The Research and Analytical Team at First Trust Portfolios conducts in-depth research and analysis on various investment vehicles, including ETFs, equities, and fixed income products. This team leverages quantitative and qualitative methodologies to produce insights that support portfolio management, enhance investment strategies, and ensure rigorous oversight of asset performance. They play a crucial role in evaluating market trends and providing actionable recommendations to optimize client portfolios.

Research and Analytical Team

The Compliance and Legal Team at First Trust Portfolios ensures that all company operations adhere to regulatory standards and legal requirements. This team is responsible for developing compliance policies, conducting audits, overseeing legal documentation, and providing guidance on regulatory matters, thereby safeguarding the firm's integrity and minimizing legal risks. Their collaborative efforts help maintain a transparent and ethical business environment across the organization.

Compliance and Legal Team

The Client Services and Technical Support Team at First Trust Portfolios focuses on delivering exceptional client experiences by providing technical assistance, managing client inquiries, and maintaining strong relationships with institutional investors. The team is responsible for ensuring seamless communication between clients and portfolio management, facilitating portfolio performance analysis, and addressing technical issues to enhance client satisfaction and operational efficiency.

Client Services and Technical Support Team

First Trust Portfolios

Org chart

Teams

Leadership Team

Sales and Marketing Team

Finance and Accounting Team

Research and Analytical Team

Compliance and Legal Team

Client Services and Technical Support Team

Offices

First Trust Portfolios

Org chart

Teams

Leadership Team

Sales and Marketing Team

Finance and Accounting Team

Research and Analytical Team

Compliance and Legal Team

Client Services and Technical Support Team

Offices

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