Profil
Daniel Joel Lindquist currently serves as Chairman of the Investment Committee and Managing Director at First Trust Advisors LP since 2011.
He is Managing Director at First Trust Portfolios LP since 2014.
He holds Vice President roles at multiple First Trust entities including First Trust High Income Long (since 2010), First Trust Global Equity Dividend Fund (since 2011), First Trust Global Resource Solution Fund (since 2011), First Trust Strategic Allocation Fund (since 2011), First Trust Skybridge Income Fund (since 2020), First Trust Indxx Aerospace & Defense ETF, First Trust Intermediate Duration Preferred & Income Fund, First Trust Aberdeen Emerging Opportunity Fund (since 2006), First Trust Senior Floating Rate Income Fund II (since 2005), First Trust Mortgage Income Fund (since 2005), First Trust Enhanced Equity Income Fund, and First Trust Specialty Finance & Financial Opportunities Fund (since 2005).
Additionally, Vice President roles at Macquarie and First Trust began in 2005 and continue.
Former positions include Vice President at First Trust from 2005 to 2010, Vice President at First Trust Strategic High Income Fund from 2005 to 2011, Vice President at First Trust Strategic High Income Fund III from 2007 to 2011, Chief Operating Officer at Samaritan Asset Management Services, Inc. in 2004, and Chief Operating Officer at Mina Capital Management LLC in 2004.
Education includes an MBA from The University of Chicago and undergraduate studies at Wheaton College (Illinois).
Postes actifs de Daniel Lindquist
| Sociétés | Poste | Début |
|---|---|---|
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Corporate Officer/Principal | 21/10/2010 |
| FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Corporate Officer/Principal | 24/03/2010 |
| FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Corporate Officer/Principal | 24/03/2010 |
| FIRST TRUST MORTGAGE INCOME FUND | Corporate Officer/Principal | 12/12/2005 |
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Corporate Officer/Principal | 24/03/2010 |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Corporate Officer/Principal | 11/10/2010 |
| FIRST TRUST ENHANCED EQUITY INCOME FUND | Corporate Officer/Principal | - |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND | Corporate Officer/Principal | - |
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. | Membre du Comité d'Investissement | 01/05/2011 |
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Anciens postes connus de Daniel Lindquist
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Formation de Daniel Lindquist
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 | 32 |
|---|---|
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 |
First Trust/Four Corners Senior Floating Rate Income Fund
First Trust/Four Corners Senior Floating Rate Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust/Four Corners Senior Floating Rate Income Fund II
First Trust/Four Corners Senior Floating Rate Income Fund II Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Strategic High Income Fund
First Trust Strategic High Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Strategic High Income Fund II
First Trust Strategic High Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Strategic High Income Fund III
First Trust Strategic High Income Fund III Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Dividend & Income Fund
First Trust Dividend & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust High Income Long/Short Fund
First Trust High Income Long/Short Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Floating Rate High Income Fund
First Trust Floating Rate High Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Global Equity Dividend Fund
First Trust Global Equity Dividend Fund Investment ManagersFinance Provides investment management services | Finance |
First Trust Global Resource Solution Fund
First Trust Global Resource Solution Fund Investment ManagersFinance Provides investment management services | Finance |
First Trust Strategic Allocation Fund
First Trust Strategic Allocation Fund Investment ManagersFinance Provides investment management services | Finance |
Macquarie/First Trust Global Infrastructure/Utilities Dividend
Macquarie/First Trust Global Infrastructure/Utilities Dividend Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Energy Income & Growth Fund
First Trust Energy Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Enhanced Equity Income Fund
First Trust Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Aberdeen Emerging Opportunity Fund
First Trust Aberdeen Emerging Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Specialty Finance & Financial Opportunities Fund
First Trust Specialty Finance & Financial Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Energy Infrastructure Fund
First Trust Energy Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Mortgage Income Fund
First Trust Mortgage Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust MLP & Energy Income Fund
First Trust MLP & Energy 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/abrdn Global Opportunity Income Fund
First Trust/abrdn Global Opportunity Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Intermediate Duration Preferred & Income Fund
First Trust Intermediate Duration Preferred & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust New Opportunities MLP & Energy Fund
First Trust New Opportunities MLP & Energy Fund 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 |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wheaton College (Illinois)
Wheaton College (Illinois) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Samaritan Asset Management Services, Inc. | |
Mina Capital Management LLC | |
First Trust Skybridge Income Fund
First Trust Skybridge Income Fund Financial ConglomeratesFinance Functions as fund | Finance |
First Trust Indxx Aerospace & Defense ETF
First Trust Indxx Aerospace & Defense ETF Investment Trusts/Mutual FundsMiscellaneous Functions as an exchange traded fund | Miscellaneous |
















