Profil
Derek Dale Maltbie is currently working as a Senior Vice President at First Trust Portfolios LP since 2014.
He is also currently serving as the CFO, Treasurer & Chief Accounting Officer at First Trust Senior Floating Rate Income Fund II, the Chief Financial & Accounting Officer, Treasurer at First Trust High Yield Opportunities 2027 Term Fund, the Chief Financial & Accounting Officer, Treasurer at First Trust Rising Dividend Achievers ETF, and the Chief Financial Officer, Treasurer & CAO at First Trust Indxx Aerospace & Defense ETF.
In his former positions, Mr. Maltbie worked as a Vice President at First Trust Advisors LP from 2014 to 2021.
He also held the position of Assistant Treasurer at Western Asset Inflation-Linked Income Fund, TS&W, Guggenheim Taxable Municipal Bond & Investment Grade Debt Tr., Guggenheim Equal Weight Enhanced Equity Income Fund, Managed Duration Investment Grade Municipal Fund, and Guggenheim Enhanced Equity Income Fund.
Additionally, he served as a Vice President at Guggenheim Investments, Inc.
Postes actifs de Derek Maltbie
| Sociétés | Poste | Début |
|---|---|---|
| FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Directeur Financier/CFO | 01/06/2023 |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Directeur Financier/CFO | 01/01/2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND | Directeur Financier/CFO | - |
| FIRST TRUST EXCHANGE-TRADED FUND VI - FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | Directeur Financier/CFO | 01/01/2023 |
First Trust Portfolios LP
First Trust Portfolios LP Investment ManagersFinance Operates as an investment trust | Corporate Officer/Principal | 01/01/2014 |
First Trust Indxx Aerospace & Defense ETF
First Trust Indxx Aerospace & Defense ETF Investment Trusts/Mutual FundsMiscellaneous Functions as an exchange traded fund | Directeur Financier/CFO | - |
Anciens postes connus de Derek Maltbie
| Sociétés | Poste | Fin |
|---|---|---|
TS&W/Claymore Tax-Advantaged Balanced Fund
TS&W/Claymore Tax-Advantaged Balanced Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 08/02/2012 |
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. | Corporate Officer/Principal | - |
Guggenheim Investments, Inc.
Guggenheim Investments, Inc. Investment ManagersFinance Provides asset management and investment advisory services | Corporate Officer/Principal | - |
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| ░░░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 14 |
|---|---|
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 |
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 |
Guggenheim Equal Weight Enhanced Equity Income Fund
Guggenheim Equal Weight Enhanced Equity Income Fund 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 |
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 |
Western Asset Inflation Linked Income Fund
Western Asset Inflation Linked 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 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 |
Guggenheim Investments, Inc.
Guggenheim Investments, Inc. Investment ManagersFinance Provides asset management and investment advisory services | Finance |
Guggenheim Enhanced Equity Income Fund
Guggenheim Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Consumer Discretionary AlphaDEX Fund
First Trust Consumer Discretionary AlphaDEX Fund Investment Trusts/Mutual FundsMiscellaneous Exists as exchange Traded Fund | Miscellaneous |
First Trust Rising Dividend Achievers ETF
First Trust Rising Dividend Achievers ETF Investment Trusts/Mutual FundsMiscellaneous Exists as exchange Traded Fund | Miscellaneous |
First Trust Indxx Aerospace & Defense ETF
First Trust Indxx Aerospace & Defense ETF Investment Trusts/Mutual FundsMiscellaneous Functions as an exchange traded fund | Miscellaneous |
















