Thomas Kadlec - First Trust Independent Trustee

FGB Fund  USD 4.41  0.02  0.45%   
Thomas Kadlec is Fund Manager at First Trust Specialty
Mr. Thomas R. Kadlec is Independent Trustee of First Trust Specialty Finance Financial Opportunities Fund. He is President of ADM Investor Services Inc., a futures commission merchant and whollyowned subsidiary of the Archer Daniels Midland Company . Mr. Kadlec was employed by ADMIS and its affiliates since 1990 in various accounting, financial, operations and risk management capacities. Mr. Kadlec serves on the boards of several international affiliates of ADMIS and is a member of ADM Integrated Risk Committee, which is tasked with the duty of implementing and communicating enterprisewide risk management. Mr. Kadlec has served as a Trustee of each Fund since its inception. Mr. Kadlec also served on the Executive Committee from the organization of the first First Trust Closedend Fund in 2003 until he was elected as the first Lead Independent Trustee in December 2005, serving as such through 2007. He also served as Chairman of the Valuation Committee, Chairman of the Audit Committee and Chairman of the Nominating and Governance Committee of the First Trust Funds. He currently serves as Lead Independent Trustee and as a member of the Executive Committee and the Dividend and Pricing Committee of the First Trust Funds.
Age 63
Tenure 8 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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Other Information on Investing in First Fund

First Trust financial ratios help investors to determine whether First Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Trust security.
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