First Trust Portfolios
Samuel Allan is a highly skilled Fund Oversight Analyst at First Trust since August 2022, supported by diverse experience in financial management and investment analysis. Prior roles include Associate at Digital Gold Foundation and Intern at GiveDignity, showcasing a strong foundation in the nonprofit and cryptocurrency sectors. Samuel's leadership capabilities were demonstrated as Vice President of Portfolio Management and Portfolio Manager at Wheaton College Student-Managed Investment Fund, complemented by previous experiences at Woodbury Business Group and Wheaton College as a campus host and portfolio analyst. Samuel holds a Bachelor's degree Summa Cum Laude in Business/Economics from Wheaton College, attained between 2018 and 2022.
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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