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Sam Scholes
Sam Scholes
Vice President | Client Portfolio Manager | Fixed Income | First Trust
Wheaton, Illinois, United States
Sam Scholes
Summary
Sam Scholes is a seasoned finance professional with extensive experience in fixed income analysis and investment strategies. Currently serving as Vice President at First Trust, he leverages his expertise in financial modeling and portfolio management to guide investment decisions. With a background that spans roles from analyst to leadership positions, Sam has honed his skills in mentoring and public speaking. His unique blend of technical acumen and strategic insight allows him to navigate complex financial landscapes effectively. Beyond his professional pursuits, he has also contributed to pastoral counseling, showcasing his commitment to community service. Sam's dedication to continuous learning and improvement is evident in his diverse skill set, including proficiency in VBA and advanced Excel techniques. He is driven by a passion for achieving high standards and fostering meaningful relationships in the financial sector.
Sam Scholes
Work Experience
Vice President | Client Portfolio Manager | Fixed Income at
First Trust
March 2024 - Present
Business Intelligence at
First Trust
June 2022 - March 2024
Pastor at
Servant Group International
July 2019 - January 2022
ETF & SMA Internal Specialist at
First Trust
August 2016 - July 2019
Fixed Income Consultant | RIA Group at
Performance Trust Capital Partners
May 2016 - August 2016
Analyst | RIA Group at
Performance Trust Capital Partners
May 2014 - May 2016
Analyst | Institutional Group at
Performance Trust Capital Partners
June 2013 - May 2014
Internship at
Performance Trust Capital Partners
June 2012 - December 2012
Sam Scholes
Education
The Citadel, Bachelor Of Science (B.S.)
January 2009 - January 2013
Frequently Asked Questions about Sam Scholes
What is Sam Scholes email address?
Sam Scholes's primary email address is ********@ftportfolios.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Sam Scholes work for?
Sam Scholes is a Vice President | Client Portfolio Manager | Fixed Income at First Trust, a company specializing in Monetary Authorities-Central Bank.
Where Sam Scholes graduated from?
Sam Scholes holds a degree in Business Administration And Management, General from The Citadel.
How can I directly contact Sam Scholes?
To contact Sam Scholes directly, you can use the email address ********@ftportfolios.com. Complete contact information is available upon registration with Muraena.
Who is Sam Scholes?
Sam Scholes is a seasoned finance professional with extensive experience in fixed income analysis and investment strategies. Currently serving as Vice President at First Trust, he leverages his expertise in financial modeling and portfolio management to guide investment decisions. With a background that spans roles from analyst to leadership positions, Sam has honed his skills in mentoring and public speaking. His unique blend of technical acumen and strategic insight allows him to navigate complex financial landscapes effectively. Beyond his professional pursuits, he has also contributed to pastoral counseling, showcasing his commitment to community service. Sam's dedication to continuous learning and improvement is evident in his diverse skill set, including proficiency in VBA and advanced Excel techniques. He is driven by a passion for achieving high standards and fostering meaningful relationships in the financial sector.
Sam`s contact details
********@ftportfolios.com
Colleagues
Vice President - Operations Manager
Senior Vice President/ Client Relationship Manager
Senior Vice President | Client Portfolio Manager | Fixed Income ETFs
Senior Vice President | Institutional Investments
Senior Vice President
Senior Vice President
Vice President, Senior Municipal Credit Analyst
Senior Vice President/ Market Leader
Vice President
Vice President - Structured Investments, ETFs, SMAs, and Alts