Cfp® Andrew Agosta

Andrew Agosta, CFP®, has extensive work experience in the finance industry. Andrew joined First Trust in 2014 and has held various roles during their tenure, including ETF & SMA Specialist, Vice President, and currently serves as Senior Vice President, Institutional Investments.

Prior to joining First Trust, Andrew worked at Wells Fargo Advisors, where they held the positions of Business Development Consultant and Associate Vice President - Investments from 2008 to 2014.

Before their time at Wells Fargo Advisors, Andrew served as an Operations Manager - Online Marketing at Insol, LLC from 2006 to 2008.

Throughout their career, Andrew has demonstrated strong expertise in institutional investments, business development, and online marketing operations.

Andrew Agosta, CFP®, obtained their Bachelor's degree in Finance/Real Estate from the University of Missouri Trulaske College of Business in 2005. Andrew went on to pursue a Master of Business Administration (MBA) from Saint Louis University, completing this degree between 2007 and 2009. In addition to their formal education, Andrew Agosta has also obtained the Certified Financial Planner™ (CFP®) certification from the CFP Board. The specific month and year of obtaining this certification are not provided.