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  Our Investment Committee
 

The FT Capital Partners Investment Committee draws from senior management from First Trust Portfolios L.P. and First Trust Advisors L.P. (a Registered Investment Advisor and affiliate of First Trust). They provide cross-disciplinary expertise across each stage of the investment process.

James Bowen - President, First Trust Portfolios L.P. & First Trust Advisors L.P.
Mr. Bowen has over 27 years of experience in financial services. He holds a Bachelor's degree from Wheaton College in Wheaton, Illinois, and serves on the college's Board of Trustees.

Donald Fuller - Senior Vice President, First Trust Portfolios L.P.
Mr. Fuller has 10 years of experience with private equity firms. He has held leadership positions in healthcare, financial services, association management, and publishing. Mr. Fuller earned his B.A. from Wheaton College in Wheaton, IL and his MBA from the University of Chicago Graduate School of Business.

Russell Graham - Managing Director, First Trust Portfolios L.P.; President and CEO, BondWave, LLC.
Mr. Graham has over 15 years of experience in financial services. He earned his Bachelor's degree from Northern Illinois University in DeKalb, Illinois.

Mark Bradley - CFO,  First Trust Portfolios L.P. & First Trust Advisors L.P.
Mr. Bradley has 24 years of experience in financial services. He received a B.A. in Economics from Wheaton College and a Masters of Management in Finance and Accounting from Northwestern University's Kellogg Graduate School of Management.

Daniel Lindquist - Senior Vice President, Chairman of the Investment Committee, First Trust Advisors L.P.
Mr. Lindquist has 15 years of experience in financial services and is a recipient of the CFA designation.  He received his B.A. in Business Economics from Wheaton College in Wheaton, IL and his M.B.A. from the University of Chicago Graduate School of Business.

Brian Wesbury - Chief Economist, First Trust Advisors L.P.
The Wall Street Journal ranked Mr. Wesbury the nations #1 U.S. economic forecaster in 2001 and USA Today ranked him as one of the nation’s top 10 forecasters in 2004. In 2007, he was named a CNBC contributor. He is an adjunct professor of economics at Wheaton College in Wheaton, IL, and a member of the Academic Advisory Council of the Federal Reserve Bank of Chicago. He served as Chief Economist for the Joint Economic Committee of the U.S. Congress. Mr. Wesbury received an M.B.A. from Northwestern University's Kellogg Graduate School of Management, and a B.A. in Economics from the University of Montana.

 

 
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