Management |
Name of Company | First Trust Global Portfolios Management Limited | Phone | - | Website | http://www.ftgportfolios.com | Address | 8 Angel Court | | London
EC2R 7HJ | | Ireland |
Domicile | Ireland | Legal Structure | Open Ended Investment Company | UCITS | Yes | Inception Date | 28/08/2015 | | Fund Advisor(s) | First Trust Advisors L.P. |
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Fund Manager | Daniel Lindquist | Manager Start Date | 28/08/2015 | Career Start Year | 1999 |
Education | 1992, Wheaton College, B.A. | 1997, University of Chicago, M.B.A. |
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Biography |
Daniel J. Lindquist, CFA, was born in 1970. Mr. Lindquist earned a B.A. in Business Economics from Wheaton College and has an MBA in Finance from the University of Chicago. He has been with First Trust Advisors L.P. since 2004 and is a Managing Director. Mr. Lindquist is the Chairman of the Investment Committee and is responsible for the overall supervision of the Separate Managed Accounts. |
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Fund Manager | Jon Erickson | Manager Start Date | 28/08/2015 | Career Start Year | 1991 |
Education | University of Illinois, M.B.A. | University of Illinois, B.S. |
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Biography |
Jon C. Erickson, CFA, was born in 1966. Mr. Erickson earned a B.S. in Computer Science from the University of Illinois and has an MBA from the University of Illinois in Finance. He has been with First Trust Advisors L.P. since 1994 and he is a Portfolio Manager and Senior Vice President. As the head of FTA’s Equity Research Group, Mr. Erickson shall be responsible for determining the securities to be purchased and sold by Funds that do not utilize quantitative investment strategies on behalf of the Investment Committee. |
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Fund Manager | David McGarel | Manager Start Date | 28/08/2015 | Career Start Year | 1997 |
Education | University of Notre Dame, B.S. |
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Biography |
David G. McGarel, CFA, was born in 1966. Mr. McGarel earned a B.S. in Accounting from the University of Notre Dame. He has been with First Trust Advisors L.P. since 1997 and he is a Managing Director, Chief Operating Officer and the Chief Investment Officer. As head of FTA’s Strategy Research Group, Mr. McGarel shall be responsible for developing and implementing quantitative investment strategies for those Funds that have investment policies that require them to follow such strategies, on behalf of the Investment Committee. |
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Fund Manager | Stan Ueland | Manager Start Date | 28/08/2015 |
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Biography |
Mr. Ueland joined First Trust Advisors as a Vice President in August 2005 and has been a Senior Vice President of First Trust and FTP since September 2012. At First Trust, he plays an important role in executing the investment strategies of each portfolio of exchange-traded funds advised by First Trust. Before joining First Trust, he was vice president of sales at BondWave LLC from May 2004 through August 2005, an account executive for Mina Capital Management LLC and Samaritan Asset Management LLC from January 2003 through May 2004, and a sales consultant at Oracle Corporation from January 1997 through January 2003. |
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Fund Manager | C. Peterson | Manager Start Date | 28/08/2015 |
Education | 1951, Miami University, M.B.A. | 1950, Baldwin-Wallace College, B.A. |
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Fund Manager | Erik Russo | Manager Start Date | 28/08/2015 |
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Biography |
Mr. Russo is a Vice President of First Trust. He is responsible for implementing the investment strategies of each portfolio of exchange-traded funds advised by First Trust in his role as a Portfolio Manager. Mr. Russo joined First Trust in January of 2010. |
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Fund Manager | Roger Testin | Manager Start Date | 28/08/2015 | Career Start Year | 1991 |
Education | 1988, University of Illinois, B.S. | 1998, University of Chicago, M.B.A. |
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Biography |
Roger F. Testin, CFA, was born in 1966. Mr. Testin earned a B.S. in Accounting from the University of Illinois and has an MBA in Finance from the University of Chicago. He has been with First Trust Advisors L.P. since 2001 and he is a Portfolio Manager and Senior Vice President. As Product Manager for the VA’s, SMA’s and International Managed Products, Mr. Testin shall be responsible for the daily implementation and execution of the strategies for these product vehicles on behalf of the Investment Committee. |