Niel Nielson - First Trust Lead Independent Trustee

FGB Fund  USD 4.50  0.08  1.81%   
Niel Nielson is Fund Manager at First Trust Specialty
Dr. Niel B. Nielson, Ph.D. is Independent Trustee of First Trust Specialty Finance Financial Opportunities Fund. He has served as the President and Chief Executive Officer of Dew Learning LLC since 2012. Mr. Nielson formerly served as President of Covenant College, and as a partner and trader for Ritchie Capital Markets Group, where he held an administrative management position at this proprietary derivatives trading company. He also held prior positions in new business development for ServiceMaster Management Services Company, and in personnel and human resources for NationsBank of North Carolina, N.A. and Chicago Research and Trading Group, Ltd. . His international experience includes serving as a director of CRT Europe, Inc. for two years, directing out of London all aspects of business conducted by the U.K. and European subsidiary of CRT. Prior to that, Mr. Nielson was a trader and manager at CRT in Chicago. Mr. Nielson has served as a Trustee of each Fund since its inception and of the First Trust Funds since 1999. Mr. Nielson has also served as Chairman of the Audit Committee, Chairman of the Nominating and Governance Committee, Lead Independent Trustee and Chairman of the Valuation Committee of the First Trust Funds. He currently serves as Chairman of the Audit Committee of the First Trust Funds.
Age 66
Tenure 5 years
Phone630-765-8000
Webhttps://www.ftportfolios.com/Retail/Cef/CefSummary.aspx?Ticker=FGB

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First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. First Trust Specialty Finance and Financial Opportunities Fund was formed on March 20, 2007 and domiciled in the United States. Specialty Finance operates under Asset Management classification in the United States and is traded on New York Stock Exchange. The fund is not classified under any group at the present time.

First Trust Specialty Leadership Team

Elected by the shareholders, the First Trust's board of directors comprises two types of representatives: First Trust inside directors who are chosen from within the company, and outside directors, selected externally and held independent of First. The board's role is to monitor First Trust's management team and ensure that shareholders' interests are well served. First Trust's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, First Trust's outside directors are responsible for providing unbiased perspectives on the board's policies.
James Bowen, Executive Chairman and Member of Executive Committee
Richard Erickson, Lead Independent Trustee
Niel Nielson, Lead Independent Trustee
Robert Keith, Lead Independent Trustee
James Dykas, Chief Financial Officer, Chief Accounting Officer, Treasurer
Denise Keefe, Trustee
Kristi Maher, Chief Compliance Officer and Assistant Secretary
Daniel Lindquist, Vice President
Donald Swade, Chief Financial Officer, Chief Accounting Officer, Treasurer
Thomas Kadlec, Independent Trustee
W Jardine, Secretary, Chief Legal Officer

First Fund Performance Indicators

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