Bob Carey
Portfolio Manager-Equities at First Trust Advisors LP
Profile
Mr. Robert F.
Carey, CFA, is a Chief Market Strategist at First Trust Advisors LP.
He has over three decades of experience as an Equity and Fixed-Income Analyst.
Mr. Carey was previously employed as a Chief Investment Officer by First Trust ISE Index Portfolio.
He is a recipient of the Chartered Financial Analyst designation.
He is a graduate of the University of Illinois at Champaign-Urbana with a B.S.
in Physics.
He is also a member of the CFA Society of Chicago and the CFA Institute.
Bob Carey active positions
| Companies | Position | Start |
|---|---|---|
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Portfolio Manager-Equities | 01/10/1991 |
Former positions of Bob Carey
| Companies | Position | End |
|---|---|---|
| First Trust ISE Index Portfolio | Director of Finance/CFO | 19/03/2013 |
Training of Bob Carey
| University of Illinois | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
First Trust Advisors LP
First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Finance |
| First Trust ISE Index Portfolio | Miscellaneous |
- Stock Market
- Insiders
- Bob Carey
