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First Trust

Email address and contacts

First Trust company description

First Trust Portfolios L.P. and First Trust Advisors L.P.("First Trust"​) were founded in 1991 with a mission to offer investors a better way to invest. We are single-minded about providing trusted investment products and advisory services. We're inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results that will contribute to the prosperity of our clients. Our approach is simple, and our company was built with these core principles in mind: - Know What you Own - Invest for the Long-term - Employ Discipline - Re-balance - Control Taxes We are committed to providing original ideas, inventive products and the highest level of service. Disclaimer: This content is for information purposes only and should not be considered an offer to purchase or sell any security. There are risks involved with investing and investors should consult their investment advisors before investing in any financial product. A "like"​ is not to be considered to be a testimonial, a recommendation, or an indication of any investor's experience with any of First Trust's products or services. Third party posts are not adopted or endorsed by First Trust, do not reflect the views of First Trust and have not been reviewed by First Trust for completeness or accuracy.

Key Employees

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************
Equity Analyst
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A
Anthony Ramirez
Information Systems | Technology
J
Jeff Margolin
Senior Vice President
S
Susan Brix
assistant portfolio manager
C
Chris Fossum
Vice President
S
Steve Sperber
Vice President
T
Tim Cima
Associate | Institutional Investments
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Recently updated team members of First Trust

C
Craig Koproski
Senior Vice President Institutional Sales
T
Tiina Petersen
Office Coordinator
M
Mark McHenney
SVP Information Systems
S
Sarah Schusler
Vice President, Municipal Credit and Research
R
Rupert Haddon
Managing Director, Sales
J
Jackie Wilke
Vice President, Advisor Consultant
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