![Donald P. Swade](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Donald P. Swade
Director of Finance/CFO at
FIRST TRUST ENHANCED EQUITY INCOME FUND
Profile
Donald P.
Swade currently works at Macquarie, as Chief Financial Officer, Treasurer & CAO from 2016, First Trust Energy Income & Growth Fund, as Chief Financial & Accounting Officer, Treasurer from 2016, First Trust Enhanced Equity Income Fund, as Chief Financial & Accounting Officer, Treasurer from 2016, and various other companies.
Mr. Swade also formerly worked at Morgan Stanley, as Manager-Mutual Fund Financial Administration in 2006, First Trust Advisors LP, as Senior Vice President, TS&W, as Assistant Treasurer from 2008 to 2012, and various other companies.
Donald P. Swade active positions
| Companies | Position | Start |
|---|---|---|
| FIRST TRUST MORTGAGE INCOME FUND | Director of Finance/CFO | 01/01/2016 |
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Director of Finance/CFO | 01/01/2016 |
| FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Director of Finance/CFO | 01/01/2016 |
| FIRST TRUST EXCHANGE-TRADED FUND VIII - FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF | Director of Finance/CFO | 01/01/2016 |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND | Director of Finance/CFO | 01/01/2016 |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Director of Finance/CFO | 01/01/2016 |
| FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Director of Finance/CFO | 01/01/2016 |
| FIRST TRUST ENHANCED EQUITY INCOME FUND | Director of Finance/CFO | 01/01/2016 |
First Trust Skybridge Income Fund
 First Trust Skybridge Income Fund Financial ConglomeratesFinance Functions as fund | Director of Finance/CFO | 03/03/2020 |
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Former positions of Donald P. Swade
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Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
60
1st degree connections
33
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 33 |
|---|---|
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance FTA is a bottom-up manager with an investment philosophy that is based on the belief that a company’s long-term value is determined by the cash flow it generates. The firm’s investment process utilizes both quantitative and qualitative analysis to assess a company’s ability to generate cash flow and its current valuation relative to intrinsic value. Investment strategies involve one or more equity or balanced strategies. | Finance |
Claymore Securities, Inc.
 Claymore Securities, Inc. Investment ManagersFinance Claymore Securities manages investments in ETFs, UITs and closed-end funds. The firm manages investments in ETFs that seek to capitalize on the investment potential of both strategic allocation strategies and broad market exposure for the core of a portfolio. Claymore's ETFs track what the firm believes to be best-in-class index providers. Their ETFs represent both domestic and global portfolios that include a variety of style allocations ranging from large-cap, mid-cap and small-cap equity to broad market, aggregate and short-term bonds, among others. Claymore's ETFs can be purchased through most brokerage accounts and can be bought and sold throughout the day on the AMEX or NYSE Arca. The firm offers over 40 unit investment trusts (UITs) across a variety of asset classes including: (1) domestic equity (2) global equity (3) taxable fixed-income (3) municipal fixed-income (4) theme-based (5) sector-based and (6) multi-asset. Claymore's UITs are each created based on a stated investment objective. The trust sponsor selects the securities for and determines the mandatory life of the trust. Claymore also offers a variety of strategies available through closed-end fund structures. The firm's closed-end funds are listed on the NYSE and encompass a variety of investment strategies for income-oriented investors. These strategies include covered calls, convertible securities, municipal bonds, preferred stocks and equity income portfolios, among others. Though not limited by sector, Claymore tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals, manufacturing and industrial sectors. The firm invests globally, across all market-caps. Claymore maintains a low turnover rate. | Finance |
First Trust Strategic High Income Fund II
 First Trust Strategic High Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Dividend & Income Fund
 First Trust Dividend & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Tr.
 Guggenheim Taxable Municipal Bond & Investment Grade Debt Tr. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust High Income Long/Short Fund
 First Trust High Income Long/Short Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Macquarie/First Trust Global Infrastructure/Utilities Dividend
 Macquarie/First Trust Global Infrastructure/Utilities Dividend Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
TS&W/Claymore Tax-Advantaged Balanced Fund
 TS&W/Claymore Tax-Advantaged Balanced Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Energy Income & Growth Fund
 First Trust Energy Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Enhanced Equity Income Fund
 First Trust Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Claymore/Raymond James SB-1 Equity Fund
 Claymore/Raymond James SB-1 Equity Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Aberdeen Emerging Opportunity Fund
 First Trust Aberdeen Emerging Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Specialty Finance & Financial Opportunities Fund
 First Trust Specialty Finance & Financial Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Energy Infrastructure Fund
 First Trust Energy Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Mortgage Income Fund
 First Trust Mortgage Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Managed Duration Investment Grade Municipal Fund
 Managed Duration Investment Grade Municipal Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust MLP & Energy Income Fund
 First Trust MLP & Energy Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Senior Floating Rate Income Fund II
 First Trust Senior Floating Rate Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust/abrdn Global Opportunity Income Fund
 First Trust/abrdn Global Opportunity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Intermediate Duration Preferred & Income Fund
 First Trust Intermediate Duration Preferred & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust New Opportunities MLP & Energy Fund
 First Trust New Opportunities MLP & Energy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Dynamic Europe Equity Income Fund
 First Trust Dynamic Europe Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Senior Floating Rate 2022 Target Term Fund
 First Trust Senior Floating Rate 2022 Target Term Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust High Yield Opportunities 2027 Term Fund
 First Trust High Yield Opportunities 2027 Term Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
First Trust Portfolios LP
 First Trust Portfolios LP Investment ManagersFinance Operates as an investment trust | Finance |
Van Kampen Investments, Inc.
 Van Kampen Investments, Inc. Investment ManagersFinance Provides financial management and supervision services | Finance |
Claymore Dividend & Income Fund
 Claymore Dividend & Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Guggenheim Enhanced Equity Income Fund
 Guggenheim Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Guggenheim Funds Distributors LLC
 Guggenheim Funds Distributors LLC Investment ManagersFinance GFD’s primary business is the creation and distribution of unit investment trusts, the maintenance of a secondary markets in the unit investment trusts (UITs) created by the firm and the distribution of open-end funds, closed-end funds (CEFs) and exchange-traded funds (ETFs). They specialize in investment strategies that utilize ETFs, UITs and closed-end funds (CEFs). Their ETFs encompass a variety of style allocations including: broad market, domestic equity income, domestic equity market-cap/style, domestic equity sector, domestic specialty equity, international/global equity sector, international/global equity, international/global equity sector and fixed-income. | Finance |
Guggenheim Funds Investment Advisors LLC
 Guggenheim Funds Investment Advisors LLC Investment ManagersFinance Guggenheim Funds offers a variety of strategic investment solutions including innovative investment strategies employing the use of ETFs, unit investment trusts (UITs) and closed-end funds. | Finance |
First Trust Exchange-Traded Fund VIII
 First Trust Exchange-Traded Fund VIII Investment Trusts/Mutual FundsMiscellaneous Operates as a exchange traded fund | Miscellaneous |
First Trust Skybridge Income Fund
First Trust Skybridge Income Fund Financial ConglomeratesFinance Functions as fund | Finance |
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