Join a VIRTUAL SEMINAR via WEBINAR with Jim Bowen

CEO of First Trust Portfolios L.P. and its affiliate, First Trust Advisors L.P.

Jim is responsible for the strategic direction of the firms and putting teams in place to meet the many demands of the marketplace with the products and services the firms offer. Jim has over 30 years of experience with packaged products for the financial services marketplace.

Prior to forming First Trust Portfolios with several partners, Jim was responsible for the First Trust product line at Clayton Brown & Associates, an innovative unit investment trust sponsor. In 1991, Jim was instrumental in leading the purchase of the First Trust product line. Since that time, First Trust has grown to be the largest independent unit investment trust sponsor, by sales, in the United States. Under Jim’s direction, the firms have also expanded their offerings to include exchange-traded funds, and for 2018, Barron’s ranked First Trust ETFs #1 in U.S. equity funds and 6th overall for

1-year performance. The firms also offer closed-end funds, separate managed accounts, variable annuity sub-accounts and mutual funds. The firms are also affiliated with several specialized money managers, which allows them to offer additional investment solutions to their client bases.

Prior to forming First Trust, Jim held executive positions at various financial institutions. He earned his bachelor’s degree from Wheaton College.