Stan Ueland
Miembro del Comité de Inversión en First Trust Advisors LP .
Perfil
Stanley Ueland is currently a Senior Vice President at First Trust Advisors LP since 2023 and a Vice President at First Trust Skybridge Income Fund since 2020.
Previously, he worked as a Sales Consultant at Oracle Corp.
and held positions as a Vice President at BondWave LLC in 2005, an Account Executive at Samaritan Asset Management Services, Inc. in 2003, and an Account Executive at Mina Capital Management LLC in 2004.
Cargos activos de Stan Ueland
Empresas | Cargo | Inicio |
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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. | Miembro del Comité de Inversión | 01/08/2005 |
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 | 03/03/2020 |
Antiguos cargos conocidos de Stan Ueland.
Empresas | Cargo | Fin |
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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 | 01/07/2005 |
Mina Capital Management LLC | Corporate Officer/Principal | - |
Samaritan Asset Management Services, Inc. | Corporate Officer/Principal | - |
ORACLE CORPORATION | Corporate Officer/Principal | - |
Experiencias
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
Empresas cotizadas | 1 |
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ORACLE CORPORATION | Technology Services |
Empresas privadas | 5 |
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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 |
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 |
Samaritan Asset Management Services, Inc. | |
Mina Capital Management LLC | |
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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