First Trust Portfolios
Lana Cox is an experienced financial services professional currently serving as an ETF & SMA Specialist at First Trust since November 2015, where responsibilities include providing comprehensive service and expertise on investment products to financial advisors in Louisiana and Mississippi. Prior to this role, Lana worked as a Performance Analyst at UBS Financial Services Inc., conducting quantitative performance analysis and creating customized reports for over 65 institutional investors. Earlier experience includes positions as a Client Service Associate at MassMutual Financial Group and Wings Team Member at Red Bull, alongside roles in retail and legal support. Lana holds a Bachelor of Arts in Business Administration with a focus on Finance and Economics from Seattle University.
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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