Nicholas Pelletier

Nicholas Pelletier, CFA has a comprehensive work experience in the financial industry. Nicholas is currently serving as Vice President of Structured Products at First Trust since September 2022. Prior to this, they worked at AXS Investments as a Senior Regional Director from October 2019 to September 2022. Additionally, Nicholas held the position of Senior Regional Consultant at Virtus Investment Partners from June 2013 to October 2019. In this role, they successfully represented and sold Virtus' product line-up of mutual funds and separately managed accounts to independent financial advisors and RIAs, raising $1.8 billion across two territories: Pacific Northwest and Chicago/St.

Nicholas Pelletier, CFA, obtained a Bachelor's Degree in Finance, General from the Boston College Carroll School of Management from 2009 to 2013. Prior to that, they completed their high school education at Loomis Chaffee from 2006 to 2009, with a focus on Math and English. In terms of additional certifications, Nicholas Pelletier obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute in September 2019. Nicholas also holds the Series 66 and Series 7 certifications from the FINRA (Financial Industry Regulatory Authority), which were obtained in June 2014.