Jared Marcus

Jared Marcus, CFA has a strong background in the financial industry, with experience spanning over a decade. Jared began their career in 2006 as an Investment Research Analyst at David A. Marcus & Associates, where they worked until 2010. In 2011, they worked as an Investment Analyst at Strategies, LLC - Denver for a brief period. Jared then joined First Trust in 2012 as an Internal Consultant, and later progressed to become a Vice President - ETF & SMA Specialist from 2014 to 2017. Currently, they hold the position of Senior Vice President Institutional Sales at First Trust.

Jared Marcus, CFA, received their Bachelor of Science in Business & Administration with a focus in Finance, Entrepreneurial Studies & Small Business Management from the University of Colorado Boulder - Leeds School of Business, where they studied from 2008 to 2012. In 2011, they also participated in a program at the University of New Haven in Barcelona, Spain, where they furthered their studies in International Business.

Jared Marcus has further demonstrated their commitment to professional development by earning several additional certifications. In May 2016, they obtained the Chartered Financial Analyst (CFA) charterholder designation from the CFA Institute. In September 2012, they obtained the Series 66 certification from the Financial Industry Regulation Authority, and in August 2012, they obtained the Series 7 certification, also from the Financial Industry Regulation Authority.