Sarah Galpin

Sarah Galpin, CFA has a strong background in the financial industry, with a focus on municipal bonds and fixed income strategies. Sarah started their career in 2003 at BondWave Advisors, a subsidiary of First Trust Portfolios L.P., where they held the role of Vice President, Fixed Income Strategies. Sarah was responsible for developing and managing custom individual bond portfolios for clients using a model-based investment strategy. In 2004, they joined First Trust as Vice President, Municipal Credit and Research, where they played a key role in analyzing and evaluating municipal bonds. Sarah later moved on to become Vice President, Municipal Research, and eventually transitioned to the role of VP, Senior Municipal Bond Analyst. Throughout their tenure at First Trust, they demonstrated expertise in municipal credit and research.

Sarah Galpin, CFA has a diverse educational background in the field of finance and public administration. Sarah obtained a Master of Public Administration (MPA) degree with a specialization in Non-Profit/Public/Organizational Management from Northern Illinois University, where they studied from 2016 to 2020. Prior to that, they earned a Bachelor of Science degree in Finance from the same university, studying from 2002 to 2004.

Sarah also had the opportunity to broaden their knowledge in international finance by attending Franklin University Switzerland in 2003, although no specific degree was mentioned in the provided information. Additionally, they hold an Associate’s Degree from Elgin Community College.

In addition to their formal education, Sarah has also received certifications that enhance their expertise. Sarah has obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute. Furthermore, they hold certifications in Series 7, 63, and 66 from FINRA. However, specific information regarding the dates of certification completion was not provided.