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Stan Ueland
Investment Committee Member at First Trust Advisors LP
Stan Ueland 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 | 31/07/2005 | - |
Portfolio Manager-Equities | 31/07/2005 | - | |
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 Stan Ueland
Former positions of Stan Ueland
Companies | Position | Start | End |
---|---|---|---|
BondWave LLC
![]() BondWave LLC Investment ManagersFinance BondWave LLC is a financial technology firm that specializes in fixed income solutions. The private company is based in Wheaton, IL. The company's platform, effi™, provides portfolio analytics and reporting, custom alerts, and proposal generation, as well as tools that support best execution, fair pricing, and mark-up monitoring and disclosure on both a pre- and post-trade basis. Founded in 2001, the company serves a wide range of users, including traders, compliance professionals, and RIAs. Michael A. Ruvo has been the CEO of the company since 2014. | Corporate Officer/Principal | 30/06/2005 | 30/06/2005 |
Mina Capital Management LLC | Corporate Officer/Principal | 31/12/2003 | - |
Samaritan Asset Management Services, Inc. | Corporate Officer/Principal | 31/12/2002 | - |
ORACLE CORPORATION | Corporate Officer/Principal | - | - |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 5 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 4 |
Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
ORACLE CORPORATION | Technology Services |
Private companies | 5 |
---|---|
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 |
Mina Capital Management LLC | |
Samaritan Asset Management Services, Inc. | |
BondWave LLC
![]() BondWave LLC Investment ManagersFinance BondWave LLC is a financial technology firm that specializes in fixed income solutions. The private company is based in Wheaton, IL. The company's platform, effi™, provides portfolio analytics and reporting, custom alerts, and proposal generation, as well as tools that support best execution, fair pricing, and mark-up monitoring and disclosure on both a pre- and post-trade basis. Founded in 2001, the company serves a wide range of users, including traders, compliance professionals, and RIAs. Michael A. Ruvo has been the CEO of the company since 2014. | 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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