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Sam Scholes

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Sam Scholes

Vice President | Client Portfolio Manager | Fixed Income | First Trust

Wheaton, Illinois, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Sam Scholes

Work Experience

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Vice President | Client Portfolio Manager | Fixed Income at

First Trust

March 2024 - Present

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Business Intelligence at

First Trust

June 2022 - March 2024

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Pastor at

Servant Group International

July 2019 - January 2022

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ETF & SMA Internal Specialist at

First Trust

August 2016 - July 2019

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Fixed Income Consultant | RIA Group at

Performance Trust Capital Partners

May 2016 - August 2016

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Analyst | RIA Group at

Performance Trust Capital Partners

May 2014 - May 2016

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Analyst | Institutional Group at

Performance Trust Capital Partners

June 2013 - May 2014

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Internship at

Performance Trust Capital Partners

June 2012 - December 2012

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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

mail

********@ftportfolios.com

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