John Wilhelm Email & Phone Number
Senior Vice President - Senior Portfolio Manager @ First Trust
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John Wilhelm Location
- Woodridge, IL, US
John Wilhelm Work
- Senior Vice President - Senior Portfolio Manager @ (September 2013 - Present)
- Portfolio Manager - Municipals @ (February 2011 - August 2013)
- Senior Vice President - Portfolio Manager @ (August 1999 - December 2010)
- Vice President - Research Analyst @ (September 1995 - July 1999)
John Wilhelm Education
- DePaul University College of Law
Doctor of Law (J.D.) (American/U.S. Law/Legal Studies/Jurisprudence)
1992-1995 - Miami University
Bachelor of Science (B.S.) (Finance, General)
1985-1989 - Upper Arlington HS 1982-1985
John Wilhelm Skills
- Retirement Planning
- Investments
- Securities
- Separately Managed Accounts
- Municipal Bonds
- Equities
- ETFs
- Asset Management
- High Yield
- Portfolio Management
- Asset Allocation
- Alternative Investments
- Capital Markets
- Fixed Income
- Mutual Funds
- Hedge Funds
- Bloomberg
- Series 7
- Investment Advisory
- Trading
John Wilhelm Summary
- John Wilhelm, based in Woodridge, IL, US, is currently a Senior Vice President - Senior Portfolio Manager at First Trust. John Wilhelm brings experience from previous roles at Performance Trust Investment Advisors, LLC (PTIA), Nuveen Investments and Van Kampen Funds. John Wilhelm holds a 1992 - 1995 Doctor of Law (J.D.) in American/U.S. Law/Legal Studies/Jurisprudence @ DePaul University College of Law. With a robust skill set that includes Retirement Planning, Investments, Securities, Separately Managed Accounts, Municipal Bonds and more. John Wilhelm has 2 emails and 1 mobile phone numbers on RocketReach.
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