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Roger Testin
Investment Committee Member at First Trust Advisors LP
Roger Testin active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Investment Committee Member | 31/08/2001 | - |
Portfolio Manager-Equities | 31/08/2001 | - | |
First Trust Skybridge Income Fund
![]() First Trust Skybridge Income Fund Financial ConglomeratesFinance First Trust Skybridge Income Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek a high level of current income. The company was founded on March 3, 2020 and is headquartered in Wheaton, IL. | Corporate Officer/Principal | 02/03/2020 | - |
Career history of Roger Testin
Former positions of Roger Testin
Companies | Position | Start | End |
---|---|---|---|
Dolan Capital Management
![]() Dolan Capital Management Investment ManagersFinance Founded by John Dolan in 1985, Dolan Capital Management is a registered investment advisor located in Palo Alto, California | Analyst-Equity | - | - |
Training of Roger Testin
University of Illinois | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Analyst-Equity | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
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 |
Dolan Capital Management
![]() Dolan Capital Management Investment ManagersFinance Founded by John Dolan in 1985, Dolan Capital Management is a registered investment advisor located in Palo Alto, California | Finance |
First Trust Skybridge Income Fund
![]() First Trust Skybridge Income Fund Financial ConglomeratesFinance First Trust Skybridge Income Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek a high level of current income. The company was founded on March 3, 2020 and is headquartered in Wheaton, IL. | Finance |
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