![Jeff Margolin](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>)
Profil
Mr. Jeffrey S.
Margolin is a Senior Vice President & Closed-End Fund Analyst at First Trust Advisors LP and a Senior Vice President at First Trust Portfolios LP.
He delivers insights into the closed-end fund market, including how to use CEFs for diversification and income in client portfolios.
Mr. Margolin joined the firm in 2005 after 8 years at Ryan, Beck & Co., where he was Vice President of Equity Research focusing on NYSE- and AMEX-listed closed-end funds.
While there, he produced in-depth research reports on closed-end funds, providing insights on relative performance and portfolio strengths and weaknesses.
He was previously a Research Assistant for Smith Barney.
He earned his undergraduate degree from Clark University where he graduated as a member of the Phi Alpha Theta honor society and received his MBA from Baruch College.
Postes actifs de Jeff Margolin
| Sociétés | Poste | Début |
|---|---|---|
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. | Analyst-Equity | 01/02/2005 |
First Trust Portfolios LP
 First Trust Portfolios LP Investment ManagersFinance Operates as an investment trust | Corporate Officer/Principal | - |
Anciens postes connus de Jeff Margolin
| Sociétés | Poste | Fin |
|---|---|---|
Ryan, Beck & Co., Inc.
 Ryan, Beck & Co., Inc. Investment Banks/BrokersFinance Provides brokerage and investment banking services | Analyst-Equity | 07/11/2005 |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Jeff Margolin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
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 |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Ryan, Beck & Co., Inc.
Ryan, Beck & Co., Inc. Investment Banks/BrokersFinance Provides brokerage and investment banking services | Finance |
First Trust Portfolios LP
First Trust Portfolios LP Investment ManagersFinance Operates as an investment trust | Finance |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Clark University
 Clark University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Baruch College
 Baruch College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
