First Trust Portfolios
Daniel Nagode, CFA has a diverse work experience in the financial industry. Their most recent position was as an Assistant Vice President at First Trust starting in July 2023. Prior to that, they worked as a Leverage Finance Associate Analyst at First Trust from January 2020 to August 2023. Before joining First Trust, Daniel worked as an Assistant Portfolio Manager at AAM - Insurance Investment Management from June 2017 to December 2019. Daniel also had an internship at the same company in 2016. In addition, Daniel gained experience as an intern at Vine Ave Advisors in 2015, where they assisted the COO with financial modeling and projections and drafted research reports.
Daniel Nagode, CFA, obtained a Bachelor's degree in Accounting and Finance from Indiana University - Kelley School of Business from 2013 to 2017. In August 2018, they passed Level II of the CFA Program, certified by the CFA Institute.
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First Trust Portfolios
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First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively First Trust) were established in 1991 with a mission