Jeffrey Margolin
Vice President, Closed-End Fund Analyst, 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.
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.
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