Jeff Margolin

Analyst-Equity at

First Trust Advisors LP

Finance

Consumer Services

Profile

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.

Jeff Margolin active positions

Companies	Position	Start
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	2005-01-31
First Trust Portfolios LP First Trust Portfolios LP Investment ManagersFinance Operates as an investment trust	Corporate Officer/Principal	-

All active positions of Jeff Margolin

Former positions of Jeff Margolin

Companies	Position	End
Ryan, Beck & Co., Inc. Ryan, Beck & Co., Inc. Investment Banks/BrokersFinance Provides brokerage and investment banking services	Analyst-Equity	2005-11-06
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	-

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Training of Jeff Margolin

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Linked companies

Private companies	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