Jeff Margolin

Senior Vice President, First Trust Advisors

Mr. Margolin is Sr. Vice President, Closed-End Fund Analyst, for First Trust Portfolios L.P. Mr. Margolin joined the firm in 2005 after 8 years at Ryan, Beck & Co., where he was a 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.

Mr. Margolin 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 M.B.A. from Baruch College. In 2010, 2011 and 2012 he won the Capital Link award for the individual who made the biggest contribution to the closed-end fund sector.

Mr. Margolin has been quoted in several publications, including The Wall Street Journal, Barron’s, Forbes, The New York Times, Registered Rep, The Bond Buyer and the Dow Jones Newswire.

Jeff’s Recent activity