JM

John Montefalco

Senior Account Manager at First Trust Portfolios

John Montefalco is an experienced finance professional with a strong background in account management and sales. Currently serving as a Senior Account Manager at First Trust since June 2014, John has held several key positions including Vice President of Sales for National Accounts and Vice President of ETF Sales. Additionally, John has experience with First Trust Advisors as an Associate in Institutional Sales. Prior roles include Vice President at J.P. Morgan and AVP at State Street, along with an Account Manager position at IKON Document Services. John holds an MBA from the Questrom School of Business at Boston University, a JD from Quinnipiac University School of Law, and a BA in History and Criminal Justice from Stonehill College.

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Wheaton, United States

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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


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501-1,000

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