Fund Inception | 01/11/2011 |
Name of Issuer | First Trust |
Fund Advisor(s) | First Trust Advisors L.P. |
Sub-Advisor(s) | Stonebridge Advisors LLC |
Fund Managers for FPEIX
Robert Wolf
Portfolio Manager since 01/11/2011
Robert Wolf serves as Chief Investment Officer, Senior Vice President and Senior Portfolio Manager at Stonebridge. Mr. Wolf is a senior member of Stonebridge Advisors’ Investment Committee and oversees investment strategies and portfolio management activities across fund products and separately managed accounts. Mr. Wolf directs the daily management of preferred securities portfolios and performs both credit research and trading functions. Mr. Wolf has over twenty years of fixed-income experience in both portfolio management and credit research. Prior to joining Stonebridge in 2006, Mr. Wolf was a high-yield fixed-income research analyst at Lehman Brothers. In this role, his responsibilities included detailed credit analysis across multiple sectors, relative value analysis, and developing trade recommendations. Mr. Wolf previously worked for Lehman Brothers’ commercial mortgage-backed securities (CMBS) trading desk as a credit analyst. Mr. Wolf received his B.S. degree in Chemistry from Villanova University and his MBA in Finance from the New York University Stern School of Business.
Eric Weaver
Portfolio Manager since 03/02/2020
SVP, PM & Chief Strategist
Angelo Graci
Portfolio Manager since 03/01/2022
EVP, Head of Credit Research