Roger Testin
Investment Committee Member at First Trust Advisors LP
Profile
Roger Francis Testin is currently a Senior Vice President at First Trust Advisors LP since 2001 and a Vice President at First Trust Skybridge Income Fund since 2020.
He previously worked as an Analyst at Dolan Capital Management.
Testin holds an MBA from The University of Chicago and an undergraduate degree from the University of Illinois, which he received in 1988.
Roger Testin 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. | Investment Committee Member | 01/09/2001 |
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 | 03/03/2020 |
Former positions of Roger Testin
Companies | Position | End |
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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 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 3 |
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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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