Alex Brozyna

Senior Vice President - Institutional Investments at First Trust Portfolios

Alex Brozyna has extensive work experience in the financial industry. From 2002 to 2006, they worked at JPMorganChase as a Financial Advisor, where they managed and trained a team of bankers and investment representatives, and provided advice on lending, banking, asset allocation, retirement solutions, and risk management for high net worth clients. In 2006, they joined First Trust as a Vice President and later Senior Vice President - Institutional Investments. At First Trust, they managed relationships within all channels to retain and expand sales in the New Jersey region, specializing in ETFs and Separately Managed Account strategies. Alex also developed and managed relationships within the institutional marketplace. Overall, Alex has demonstrated expertise in relationship management, sales, and financial planning.

Alex Brozyna's education history includes a BA in History from Rutgers University. Prior to attending Rutgers, they also attended Bergen Catholic High School. In addition to their formal education, Alex has obtained certifications in Series 7, 6, 63, and 65 from NASD. It is not specified when they obtained these certifications.

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Timeline

  • Senior Vice President - Institutional Investments

    January, 2012 - present

  • Vice President

    April, 2006