董事介绍
注:董事持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Richard E. Erickson | 男 | Trustee | 75 | 52.38万美元 | 未持股 | 2026-09-15 |
| Thomas R. Kadlec | 男 | Trustee | 69 | 52.43万美元 | 未持股 | 2026-09-15 |
| Robert F. Keith | 男 | Trustee | 70 | 51.42万美元 | 未持股 | 2026-09-15 |
| James A. Bowen | 男 | Chairman of the Board and Trustee | 71 | 未披露 | 16.95 | 2026-09-15 |
| Denise M. Keefe | 女 | Trustee | 62 | 50.42万美元 | 未持股 | 2026-09-15 |
| Bronwyn Wright | 女 | Trustee | 55 | 未披露 | 未持股 | 2026-09-15 |
| Thomas J. Driscoll | 男 | Trustee | 65 | 未披露 | 未持股 | 2026-09-15 |
| Niel B. Nielson | 男 | Trustee | 72 | 53.38万美元 | 未持股 | 2026-09-15 |
高管介绍
注:高管持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| James M. Dykas | -- | Chief Executive Officer and President | 60 | 未披露 | 未持股 | 2026-09-15 |
| W. Scott Jardine | -- | Chief Legal Officer and Secretary | 66 | 未披露 | 未持股 | 2026-09-15 |
| Daniel J. Lindquist | -- | Vice President | 56 | 未披露 | 未持股 | 2026-09-15 |
| Kristi A. Maher | -- | Assistant Secretary and Chief Compliance Officer | 60 | 未披露 | 未持股 | 2026-09-15 |
| Derek D. Maltbie | -- | Chief Accounting Officer, Chief Financial Officer and Treasurer | 54 | 未披露 | 未持股 | 2026-09-15 |
董事简历
中英对照 |  中文 |  英文- Richard E. Erickson
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Richard E. Erickson此前于2021年至2023年9月期间为Edward Elmhurst Medical Group的一名骨科医生。在此之前,他是Wheaton Orthopedics的总裁(1990年至2021年),一家健身中心的共同所有者和董事,以及两家房地产公司的有限合伙人。Erickson博士自该基金成立以来一直担任该基金的受托人,自1999年以来一直担任First Trust基金的受托人。Erickson博士还曾担任首席独立受托人(2008 – 2009和2017 – 2019)、执行委员会成员(2008 – 2009和2017 – 2022)、提名和治理委员会主席(2003 – 2007和2014 – 2016)、审计委员会主席(2012 – 2013和2023 – 2025)以及First Trust基金的估值、风险和监管监督委员会主席(2006 – 2007、2010 – 2011和2020 – 2022)。
Richard E. Erickson was previously an orthopedic surgeon with Edward Elmhurst Medical Group from 2021 to September 2023. Prior thereto, he was President of Wheaton Orthopedics (from 1990 to 2021), a co owner and director of a fitness center and a limited partner of two real estate companies. Dr. Erickson has served as a Trustee of the Fund since its inception and of the First Trust Funds since 1999. Dr. Erickson has also served as the Lead Independent Trustee (2008 – 2009 and 2017 – 2019), on the Executive Committee (2008 – 2009 and 2017 – 2022), and as Chair of the Nominating and Governance Committee (2003 – 2007 and 2014 – 2016), Chair of the Audit Committee (2012 – 2013 and 2023 – 2025) and Chair of the Valuation, Risk and Regulatory Oversight Committee (June 2006 – 2007, 2010 – 2011 and 2020 – 2022) of the First Trust Funds. - Richard E. Erickson此前于2021年至2023年9月期间为Edward Elmhurst Medical Group的一名骨科医生。在此之前,他是Wheaton Orthopedics的总裁(1990年至2021年),一家健身中心的共同所有者和董事,以及两家房地产公司的有限合伙人。Erickson博士自该基金成立以来一直担任该基金的受托人,自1999年以来一直担任First Trust基金的受托人。Erickson博士还曾担任首席独立受托人(2008 – 2009和2017 – 2019)、执行委员会成员(2008 – 2009和2017 – 2022)、提名和治理委员会主席(2003 – 2007和2014 – 2016)、审计委员会主席(2012 – 2013和2023 – 2025)以及First Trust基金的估值、风险和监管监督委员会主席(2006 – 2007、2010 – 2011和2020 – 2022)。
- Richard E. Erickson was previously an orthopedic surgeon with Edward Elmhurst Medical Group from 2021 to September 2023. Prior thereto, he was President of Wheaton Orthopedics (from 1990 to 2021), a co owner and director of a fitness center and a limited partner of two real estate companies. Dr. Erickson has served as a Trustee of the Fund since its inception and of the First Trust Funds since 1999. Dr. Erickson has also served as the Lead Independent Trustee (2008 – 2009 and 2017 – 2019), on the Executive Committee (2008 – 2009 and 2017 – 2022), and as Chair of the Nominating and Governance Committee (2003 – 2007 and 2014 – 2016), Chair of the Audit Committee (2012 – 2013 and 2023 – 2025) and Chair of the Valuation, Risk and Regulatory Oversight Committee (June 2006 – 2007, 2010 – 2011 and 2020 – 2022) of the First Trust Funds.
- Thomas R. Kadlec
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Thomas R. Kadlec此前担任ADM投资者服务公司(“ADMIS”)总裁,该公司是一家期货佣金商,于2010年至2022年7月期间为Archer Daniels Midland公司(“ADM”)的全资子公司。Kadlec先生自1990年以来受雇于ADMIS及其附属公司,从事各种会计、财务、运营和风险管理方面的工作。Kadlec先生曾在ADMIS的多个国际分支机构的董事会任职至2022年7月,并于2008 – 2018年期间担任ADM综合风险委员会成员,该委员会的任务是实施和传达企业范围内的风险管理。从2014年到2022年,Kadlec先生是期货业协会的董事会成员。2017年,Kadlec先生当选为美国国家期货协会董事会成员。Kadlec先生自基金成立以来一直担任受托人,自2003年以来一直担任First Trust基金的受托人。Kadlec先生还曾在执行委员会任职,从2003年至2005年(以及2014 – 2019年)组织了第一只First Trust封闭式基金,直到2005年12月他被选为第一任首席独立受托人,并一直担任该职务至2007年(以及2014 – 2016年)。他还曾担任First Trust基金的副首席独立受托人(2024年3月– 2025年12月)和估值、风险和监管监督委员会主席(2008 – 2009和2017 – 2019年)、审计委员会主席(2010 – 2011和2020 – 2022年)以及提名和治理委员会主席(2012 – 2013和2023 – 2025年)。他目前担任First Trust基金的首席独立受托人(自2026年1月1日起)、执行委员会成员(自2024年3月12日起)、股息委员会成员(自2024年3月12日起)和股息委员会主席(自2026年1月1日起)。
Thomas R. Kadlec was previously President of ADM Investor Services Inc. ("ADMIS"), a futures commission merchant and wholly owned subsidiary of the Archer Daniels Midland Company ("ADM") from 2010 to July 2022. Mr. Kadlec was employed by ADMIS and its affiliates since 1990 in various accounting, financial, operations and risk management capacities. Mr. Kadlec served on the boards of several international affiliates of ADMIS until July 2022 and served as a member of ADM's Integrated Risk Committee from 2008 – 2018, which was tasked with the duty of implementing and communicating enterprise wide risk management. From 2014 to 2022, Mr. Kadlec was on the board of the Futures Industry Association. In 2017, Mr. Kadlec was elected to the board of the National Futures Association. Mr. Kadlec has served as a Trustee of the Fund since its inception and of the First Trust Funds since 2003. Mr. Kadlec also served on the Executive Committee from the organization of the first First Trust closed end fund in 2003 through 2005 (and 2014 – 2019) until he was elected as the first Lead Independent Trustee in December 2005, serving as such through 2007 (and 2014 – 2016). He also served as Vice Lead Independent Trustee (March 2024 – December 2025) and as Chair of the Valuation, Risk and Regulatory Oversight Committee (2008 – 2009 and 2017 – 2019), Chair of the Audit Committee (2010 – 2011 and 2020 – 2022) and Chair of the Nominating and Governance Committee (2012 – 2013 and 2023 – 2025) of the First Trust Funds. He currently serves as Lead Independent Trustee (since January 1, 2026), on the Executive Committee (since March 12, 2024), on the Dividend Committee (since March 12, 2024) and as Chair of the Dividend Committee (since January 1, 2026) of the First Trust Funds. - Thomas R. Kadlec此前担任ADM投资者服务公司(“ADMIS”)总裁,该公司是一家期货佣金商,于2010年至2022年7月期间为Archer Daniels Midland公司(“ADM”)的全资子公司。Kadlec先生自1990年以来受雇于ADMIS及其附属公司,从事各种会计、财务、运营和风险管理方面的工作。Kadlec先生曾在ADMIS的多个国际分支机构的董事会任职至2022年7月,并于2008 – 2018年期间担任ADM综合风险委员会成员,该委员会的任务是实施和传达企业范围内的风险管理。从2014年到2022年,Kadlec先生是期货业协会的董事会成员。2017年,Kadlec先生当选为美国国家期货协会董事会成员。Kadlec先生自基金成立以来一直担任受托人,自2003年以来一直担任First Trust基金的受托人。Kadlec先生还曾在执行委员会任职,从2003年至2005年(以及2014 – 2019年)组织了第一只First Trust封闭式基金,直到2005年12月他被选为第一任首席独立受托人,并一直担任该职务至2007年(以及2014 – 2016年)。他还曾担任First Trust基金的副首席独立受托人(2024年3月– 2025年12月)和估值、风险和监管监督委员会主席(2008 – 2009和2017 – 2019年)、审计委员会主席(2010 – 2011和2020 – 2022年)以及提名和治理委员会主席(2012 – 2013和2023 – 2025年)。他目前担任First Trust基金的首席独立受托人(自2026年1月1日起)、执行委员会成员(自2024年3月12日起)、股息委员会成员(自2024年3月12日起)和股息委员会主席(自2026年1月1日起)。
- Thomas R. Kadlec was previously President of ADM Investor Services Inc. ("ADMIS"), a futures commission merchant and wholly owned subsidiary of the Archer Daniels Midland Company ("ADM") from 2010 to July 2022. Mr. Kadlec was employed by ADMIS and its affiliates since 1990 in various accounting, financial, operations and risk management capacities. Mr. Kadlec served on the boards of several international affiliates of ADMIS until July 2022 and served as a member of ADM's Integrated Risk Committee from 2008 – 2018, which was tasked with the duty of implementing and communicating enterprise wide risk management. From 2014 to 2022, Mr. Kadlec was on the board of the Futures Industry Association. In 2017, Mr. Kadlec was elected to the board of the National Futures Association. Mr. Kadlec has served as a Trustee of the Fund since its inception and of the First Trust Funds since 2003. Mr. Kadlec also served on the Executive Committee from the organization of the first First Trust closed end fund in 2003 through 2005 (and 2014 – 2019) until he was elected as the first Lead Independent Trustee in December 2005, serving as such through 2007 (and 2014 – 2016). He also served as Vice Lead Independent Trustee (March 2024 – December 2025) and as Chair of the Valuation, Risk and Regulatory Oversight Committee (2008 – 2009 and 2017 – 2019), Chair of the Audit Committee (2010 – 2011 and 2020 – 2022) and Chair of the Nominating and Governance Committee (2012 – 2013 and 2023 – 2025) of the First Trust Funds. He currently serves as Lead Independent Trustee (since January 1, 2026), on the Executive Committee (since March 12, 2024), on the Dividend Committee (since March 12, 2024) and as Chair of the Dividend Committee (since January 1, 2026) of the First Trust Funds.
- Robert F. Keith
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Robert F. Keith,他是金融和管理咨询公司Hibs Enterprises的总裁。他自2003年以来一直在Hibs Enterprises工作。在此之前,Keith先生在ServiceMaster和Aramark工作了18年,包括担任ServiceMaster消费者服务总裁兼首席运营官三年,在那里他领导了海外某些产品的初步扩张;担任ServiceMaster管理服务公司总裁兼首席运营官五年;担任两年的爱玛客服务管理服务总裁。Keith先生是一名注册会计师,也曾担任ServiceMaster的财务主管和首席财务官,当时他负责监督ServiceMaster将其管理服务部门扩展到欧洲、中东和亚洲的财务方面。Keith先生自2006年起担任the First Trust Funds的受托人。他还曾担任审计委员会主席(2008 - 2009年和2017 - 2019年),提名和治理委员会主席(2010 - 2011年和2020 - 2022年),以及第一信托基金的估值委员会主席(2014 - 2016年)。他还曾担任First Trust Funds的首席独立受托人(2012 - 2013)和执行委员会成员(2012 - 2016)。他目前担任First Trust Funds的首席独立受托人、股息委员会主席和执行委员会成员(自2023年1月1日起)。
Robert F. Keith is President of Hibs Enterprises, a financial and management consulting firm. Mr. Keith has been with Hibs Enterprises since 2003. Prior thereto, Mr. Keith spent 18 years with ServiceMaster and Aramark, including three years as President and COO of ServiceMaster Consumer Services, where he led the initial expansion of certain products overseas; five years as President and COO of ServiceMaster Management Services; and two years as President of Aramark ServiceMaster Management Services. Mr. Keith is a certified public accountant and also has held the positions of Treasurer and Chief Financial Officer of ServiceMaster, at which time he oversaw the financial aspects of ServiceMaster's expansion of its Management Services division into Europe, the Middle East and Asia. Mr. Keith has served as a Trustee of the First Trust Funds since 2006. Mr. Keith has also served as Chair of the Audit Committee (2008 – 2009 and 2017 – 2019), Chair of the Nominating and Governance Committee (2010 – 2011 and 2020 – 2022), Chair of the Valuation, Risk and Regulatory Oversight Committee (2014 – 2016) and Chair of the Dividend Committee (2023 – 2025) of the First Trust Funds. He also served as Lead Independent Trustee (2012 – 2013 and 2023 – 2025) and on the Executive Committee (2012 – 2016 and 2023 – 2025) of the First Trust Funds. He currently serves as Vice Chair of the Audit Committee (since January 1, 2026) of the First Trust Funds. - Robert F. Keith,他是金融和管理咨询公司Hibs Enterprises的总裁。他自2003年以来一直在Hibs Enterprises工作。在此之前,Keith先生在ServiceMaster和Aramark工作了18年,包括担任ServiceMaster消费者服务总裁兼首席运营官三年,在那里他领导了海外某些产品的初步扩张;担任ServiceMaster管理服务公司总裁兼首席运营官五年;担任两年的爱玛客服务管理服务总裁。Keith先生是一名注册会计师,也曾担任ServiceMaster的财务主管和首席财务官,当时他负责监督ServiceMaster将其管理服务部门扩展到欧洲、中东和亚洲的财务方面。Keith先生自2006年起担任the First Trust Funds的受托人。他还曾担任审计委员会主席(2008 - 2009年和2017 - 2019年),提名和治理委员会主席(2010 - 2011年和2020 - 2022年),以及第一信托基金的估值委员会主席(2014 - 2016年)。他还曾担任First Trust Funds的首席独立受托人(2012 - 2013)和执行委员会成员(2012 - 2016)。他目前担任First Trust Funds的首席独立受托人、股息委员会主席和执行委员会成员(自2023年1月1日起)。
- Robert F. Keith is President of Hibs Enterprises, a financial and management consulting firm. Mr. Keith has been with Hibs Enterprises since 2003. Prior thereto, Mr. Keith spent 18 years with ServiceMaster and Aramark, including three years as President and COO of ServiceMaster Consumer Services, where he led the initial expansion of certain products overseas; five years as President and COO of ServiceMaster Management Services; and two years as President of Aramark ServiceMaster Management Services. Mr. Keith is a certified public accountant and also has held the positions of Treasurer and Chief Financial Officer of ServiceMaster, at which time he oversaw the financial aspects of ServiceMaster's expansion of its Management Services division into Europe, the Middle East and Asia. Mr. Keith has served as a Trustee of the First Trust Funds since 2006. Mr. Keith has also served as Chair of the Audit Committee (2008 – 2009 and 2017 – 2019), Chair of the Nominating and Governance Committee (2010 – 2011 and 2020 – 2022), Chair of the Valuation, Risk and Regulatory Oversight Committee (2014 – 2016) and Chair of the Dividend Committee (2023 – 2025) of the First Trust Funds. He also served as Lead Independent Trustee (2012 – 2013 and 2023 – 2025) and on the Executive Committee (2012 – 2016 and 2023 – 2025) of the First Trust Funds. He currently serves as Vice Chair of the Audit Committee (since January 1, 2026) of the First Trust Funds.
- James A. Bowen
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James A. Bowen是First Trust基金的董事会主席兼First Trust Advisors和First Trust Portfolios L.P.的首席执行官,直至2012年1月23日,他担任First Trust基金的总裁兼首席执行官。博文先生还担任执行委员会成员。他在投资公司业务的销售、销售管理和执行管理方面拥有超过40年的经验。Bowen先生自基金成立以来一直担任受托人,自1999年以来一直担任First Trust基金的受托人。
James A. Bowen is the Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P. Until January 23, 2012, he served as President and Chief Executive Officer of the First Trust Funds. Mr. Bowen also serves on the Executive Committee. He has over 40 years of experience in the investment company business in sales, sales management and executive management. Mr. Bowen has served as a Trustee of the Fund since its inception and of the First Trust Funds since 1999. - James A. Bowen是First Trust基金的董事会主席兼First Trust Advisors和First Trust Portfolios L.P.的首席执行官,直至2012年1月23日,他担任First Trust基金的总裁兼首席执行官。博文先生还担任执行委员会成员。他在投资公司业务的销售、销售管理和执行管理方面拥有超过40年的经验。Bowen先生自基金成立以来一直担任受托人,自1999年以来一直担任First Trust基金的受托人。
- James A. Bowen is the Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P. Until January 23, 2012, he served as President and Chief Executive Officer of the First Trust Funds. Mr. Bowen also serves on the Executive Committee. He has over 40 years of experience in the investment company business in sales, sales management and executive management. Mr. Bowen has served as a Trustee of the Fund since its inception and of the First Trust Funds since 1999.
- Denise M. Keefe
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Denise M. Keefe自2023年起担任持续健康部门Advocate Health的高级副总裁,并于2018年至2023年担任Advocate Aurora Health(与Advocate Health合称“Advocate”)的执行副总裁。Advocate是美国最大的综合医疗保健系统之一,服务于伊利诺伊州和威斯康星州。Keefe女士自1993年以来一直受雇于Advocate,负责持续健康部门的战略方向、财务管理、业务发展、收入提升、运营效率以及4,000名员工的人力资源管理。Keefe女士目前还担任Advocate Aurora持续健康部门和其他医疗保健组织内多个组织的董事会成员,其中包括RML长期急性护理医院(自2014年起)。在此之前,Keefe女士是芝加哥访问护士协会(1989 – 1992)负责营销和业务发展的公司副总裁,也是Sherman West Court熟练护理设施的前董事会成员。Keefe女士自2021年11月1日起担任First Trust基金的受托人以及First Trust基金的审计委员会、提名和治理委员会以及估值、风险和监管监督委员会成员。此外,她此前还曾担任First Trust基金的审计委员会副主席(2024 – 2025),目前担任First Trust基金的提名和治理委员会主席(自2026年1月1日起)。
Denise M. Keefe has been Senior Vice President of Advocate Health, Continuing Health Division, since 2023, and from 2018 to 2023 was Executive Vice President of Advocate Aurora Health (together, with Advocate Health, "Advocate"). Advocate is one of the largest integrated healthcare systems in the U.S. serving Illinois and Wisconsin. Ms. Keefe has been employed by Advocate since 1993 and is responsible for the Continuing Health Division's strategic direction, fiscal management, business development, revenue enhancement, operational efficiencies, and human resource management of 4,000 employees. Ms. Keefe also currently serves on the boards of several organizations within the Advocate Aurora Continuing Health Division and other health care organizations, including RML Long Term Acute Care Hospitals (since 2014). Prior thereto, Ms. Keefe was Corporate Vice President, Marketing and Business Development for the Visiting Nurse Association of Chicago (1989 – 1992) and a former Board Member of Sherman West Court Skilled Nursing Facility. Ms. Keefe has served as a Trustee of the First Trust Funds and on the Audit Committee, Nominating and Governance Committee and Valuation, Risk and Regulatory Oversight Committee of the First Trust Funds since November 1, 2021. In addition, she previously served as Audit Committee Vice Chair (2024 – 2025) of the First Trust Funds and currently serves as Chair of the Nominating and Governance Committee (since January 1, 2026) of the First Trust Funds. - Denise M. Keefe自2023年起担任持续健康部门Advocate Health的高级副总裁,并于2018年至2023年担任Advocate Aurora Health(与Advocate Health合称“Advocate”)的执行副总裁。Advocate是美国最大的综合医疗保健系统之一,服务于伊利诺伊州和威斯康星州。Keefe女士自1993年以来一直受雇于Advocate,负责持续健康部门的战略方向、财务管理、业务发展、收入提升、运营效率以及4,000名员工的人力资源管理。Keefe女士目前还担任Advocate Aurora持续健康部门和其他医疗保健组织内多个组织的董事会成员,其中包括RML长期急性护理医院(自2014年起)。在此之前,Keefe女士是芝加哥访问护士协会(1989 – 1992)负责营销和业务发展的公司副总裁,也是Sherman West Court熟练护理设施的前董事会成员。Keefe女士自2021年11月1日起担任First Trust基金的受托人以及First Trust基金的审计委员会、提名和治理委员会以及估值、风险和监管监督委员会成员。此外,她此前还曾担任First Trust基金的审计委员会副主席(2024 – 2025),目前担任First Trust基金的提名和治理委员会主席(自2026年1月1日起)。
- Denise M. Keefe has been Senior Vice President of Advocate Health, Continuing Health Division, since 2023, and from 2018 to 2023 was Executive Vice President of Advocate Aurora Health (together, with Advocate Health, "Advocate"). Advocate is one of the largest integrated healthcare systems in the U.S. serving Illinois and Wisconsin. Ms. Keefe has been employed by Advocate since 1993 and is responsible for the Continuing Health Division's strategic direction, fiscal management, business development, revenue enhancement, operational efficiencies, and human resource management of 4,000 employees. Ms. Keefe also currently serves on the boards of several organizations within the Advocate Aurora Continuing Health Division and other health care organizations, including RML Long Term Acute Care Hospitals (since 2014). Prior thereto, Ms. Keefe was Corporate Vice President, Marketing and Business Development for the Visiting Nurse Association of Chicago (1989 – 1992) and a former Board Member of Sherman West Court Skilled Nursing Facility. Ms. Keefe has served as a Trustee of the First Trust Funds and on the Audit Committee, Nominating and Governance Committee and Valuation, Risk and Regulatory Oversight Committee of the First Trust Funds since November 1, 2021. In addition, she previously served as Audit Committee Vice Chair (2024 – 2025) of the First Trust Funds and currently serves as Chair of the Nominating and Governance Committee (since January 1, 2026) of the First Trust Funds.
- Bronwyn Wright
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Bronwyn Wright自2009年起担任多家爱尔兰集体投资基金的独立董事。Wright女士是Citibank Europe plc的前任董事总经理,也是Citi Ireland的证券和基金服务主管。在这些职位上,她负责花旗爱尔兰证券和基金服务业务的管理和战略方向,该业务包括基金、托管、证券融资/借贷以及全球代理和信托。她还负责领导、管理和发展爱尔兰、英国、卢森堡、泽西岛和开曼的受托人、托管人和存托业务。Wright女士自2023年9月起担任First Trust基金(First Trust交易所交易基金除外)的受托人以及此类First Trust基金的审计委员会、提名与治理委员会以及估值、风险和监管监督委员会成员。自2025年8月起担任First Trust交易所交易基金受托人及First Trust交易所交易基金审计委员会、提名与治理委员会及估值、风险与监管监督委员会委员。Wright女士目前担任First Trust基金估值、风险和监管监督委员会主席(自2026年1月1日起)。
Bronwyn Wright has acted as an independent director to a number of Irish collective investment funds since 2009. Ms. Wright is a former Managing Director of Citibank Europe plc and Head of Securities and Fund Services for Citi Ireland. In these positions, she was responsible for the management and strategic direction of Citi Ireland's securities and fund services business which included funds, custody, security finance/lending and global agency and trust. She also had responsibility for leading, managing and growing the Trustee, Custodian and Depositary business in Ireland, the United Kingdom, Luxembourg, Jersey and Cayman. Ms. Wright has served as a Trustee of the First Trust Funds (other than First Trust Exchange Traded Fund) and on the Audit Committee, Nominating and Governance Committee and Valuation, Risk and Regulatory Oversight Committee of such First Trust Funds since September 2023. She has served as a Trustee of First Trust Exchange Traded Fund and on the Audit Committee, Nominating and Governance Committee and Valuation, Risk and Regulatory Oversight Committee of First Trust Exchange Traded Fund since August 2025. Ms. Wright currently serves as Chair of the Valuation, Risk and Regulatory Oversight Committee (since January 1, 2026) of the First Trust Funds. - Bronwyn Wright自2009年起担任多家爱尔兰集体投资基金的独立董事。Wright女士是Citibank Europe plc的前任董事总经理,也是Citi Ireland的证券和基金服务主管。在这些职位上,她负责花旗爱尔兰证券和基金服务业务的管理和战略方向,该业务包括基金、托管、证券融资/借贷以及全球代理和信托。她还负责领导、管理和发展爱尔兰、英国、卢森堡、泽西岛和开曼的受托人、托管人和存托业务。Wright女士自2023年9月起担任First Trust基金(First Trust交易所交易基金除外)的受托人以及此类First Trust基金的审计委员会、提名与治理委员会以及估值、风险和监管监督委员会成员。自2025年8月起担任First Trust交易所交易基金受托人及First Trust交易所交易基金审计委员会、提名与治理委员会及估值、风险与监管监督委员会委员。Wright女士目前担任First Trust基金估值、风险和监管监督委员会主席(自2026年1月1日起)。
- Bronwyn Wright has acted as an independent director to a number of Irish collective investment funds since 2009. Ms. Wright is a former Managing Director of Citibank Europe plc and Head of Securities and Fund Services for Citi Ireland. In these positions, she was responsible for the management and strategic direction of Citi Ireland's securities and fund services business which included funds, custody, security finance/lending and global agency and trust. She also had responsibility for leading, managing and growing the Trustee, Custodian and Depositary business in Ireland, the United Kingdom, Luxembourg, Jersey and Cayman. Ms. Wright has served as a Trustee of the First Trust Funds (other than First Trust Exchange Traded Fund) and on the Audit Committee, Nominating and Governance Committee and Valuation, Risk and Regulatory Oversight Committee of such First Trust Funds since September 2023. She has served as a Trustee of First Trust Exchange Traded Fund and on the Audit Committee, Nominating and Governance Committee and Valuation, Risk and Regulatory Oversight Committee of First Trust Exchange Traded Fund since August 2025. Ms. Wright currently serves as Chair of the Valuation, Risk and Regulatory Oversight Committee (since January 1, 2026) of the First Trust Funds.
- Thomas J. Driscoll
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Thomas J. Driscoll,曾于1998年9月至2024年1月期间担任德勤律师事务所和Deloitte Tax LLP(统称“德勤”)的合伙人。作为德勤的合伙人,Driscoll先生担任过多种职务,包括担任资产管理、经纪自营商和金融服务业务中各种客户的首席客户服务合伙人、首席关系合伙人和首席税务合伙人。Driscoll先生还担任副主席,负责德勤国际税务和转移定价(经济学)业务的合伙人,负责领导和管理德勤在美国和印度与1,200多名专业人士的国际税务和转移定价业务。最后,作为Deloitte Tax LLP的董事会成员,Driscoll先生是负责监督德勤在美国税务业务的执行委员会的一员。
Thomas J. Driscoll,was previously a Partner at Deloitte LLP and Deloitte Tax LLP (collectively, "Deloitte") from September 1998 to January 2024. As a Partner at Deloitte, Mr. Driscoll served in various roles including as lead client service partner, lead relationship partner and lead tax partner for various clients in the asset management, broker-dealer and financial services businesses. Mr. Driscoll also served as the Vice Chairman, Partner in Charge of Deloitte's international tax and transfer pricing (economics) business, responsible for leading and managing Deloitte's international tax and transfer pricing practice with over 1,200 professionals in the United States and India. Finally, as a member of the Board of Deloitte Tax LLP, Mr. Driscoll was a part of the executive committee responsible for overseeing Deloitte's tax practice in the United States. - Thomas J. Driscoll,曾于1998年9月至2024年1月期间担任德勤律师事务所和Deloitte Tax LLP(统称“德勤”)的合伙人。作为德勤的合伙人,Driscoll先生担任过多种职务,包括担任资产管理、经纪自营商和金融服务业务中各种客户的首席客户服务合伙人、首席关系合伙人和首席税务合伙人。Driscoll先生还担任副主席,负责德勤国际税务和转移定价(经济学)业务的合伙人,负责领导和管理德勤在美国和印度与1,200多名专业人士的国际税务和转移定价业务。最后,作为Deloitte Tax LLP的董事会成员,Driscoll先生是负责监督德勤在美国税务业务的执行委员会的一员。
- Thomas J. Driscoll,was previously a Partner at Deloitte LLP and Deloitte Tax LLP (collectively, "Deloitte") from September 1998 to January 2024. As a Partner at Deloitte, Mr. Driscoll served in various roles including as lead client service partner, lead relationship partner and lead tax partner for various clients in the asset management, broker-dealer and financial services businesses. Mr. Driscoll also served as the Vice Chairman, Partner in Charge of Deloitte's international tax and transfer pricing (economics) business, responsible for leading and managing Deloitte's international tax and transfer pricing practice with over 1,200 professionals in the United States and India. Finally, as a member of the Board of Deloitte Tax LLP, Mr. Driscoll was a part of the executive committee responsible for overseeing Deloitte's tax practice in the United States.
- Niel B. Nielson
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Niel B. Nielson, 自2003年担任主管,目前担任First Trust High Yield Opportunities 2027 Term Fund的赔偿委员会主席,审计委员会成员。Dr. Nielson 自2012年7月担任Dew Learning有限公司的总裁和首席执行官,该公司是全球数字和在线教育产品和服务的供应商。 Dr. Nielson从2002年至2012年7月担任科文纳特学院校长。从1997年至2002年Dr. Nielson在伊利诺伊州惠顿大学教堂担任拓展的副牧师。Dr. Nielson 从1996年至1997年担任Ritchie Capital Markets集团有限公司合作伙伴和交易员。在1996年之前,Dr. Nielson担任多个公司的执行官,包括:2年的芝加哥研究和贸易集团高级副总裁,该公司是他任职9年的公司。Dr. Nielson担任投资公司的领导职位,包括13个与第一信托基金有关的限额基金,73个与第一信托基金有关的交易所交易基金,4个与第一信托基金有关的开放式基金,一个与首先定义投资组合基金有关的管理者的职位。这些管理者的职位包括:审计、赔偿、管理与提名、估值委员会这样的基金会。在过去的5年里,Dr. Nielson还担任Maclellan基金会的主管,Maclellan中心为全球基督教教育建立Covenant大学基金会,Chalmers中心为经济发展,Chattanooga艺术联合会,和Chattanooga交响乐与歌剧中心。Dr. Nielson持有心理学硕士、博士学位。
Niel B. Nielson has been the Senior Advisor of Pelita Harapan Educational Foundation, a global provider of educational products and services, since 2018. Prior thereto, Mr. Nielson served as the Managing Director and Chief Operating Officer of Pelita Harapan Educational Foundation for three years. Mr. Nielson formerly served as the President and Chief Executive Officer of Dew Learning LLC from 2012 to 2014. Mr. Nielson formerly served as President of Covenant College (2002 – 2012), and as a partner and trader (of options and futures contracts for hedging options) for Ritchie Capital Markets Group (1996 – 1997), 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. ("CRT"). 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 the Fund since its inception and of the First Trust Funds since 1999. Mr. Nielson has also served as Chair of the Audit Committee (2003 – 2007 and 2014 – 2016), Chair of the Valuation, Risk and Regulatory Oversight Committee (2012 – 2013 and 2023 – 2025), Chair of the Nominating and Governance Committee (2008 – 2009 and 2017 – 2019), Chair of the Dividend Committee (2020 – 2022), and Lead Independent Trustee (2010 – 2011 and 2020 – 2022) of the First Trust Funds. Further, he has served as a member of the Executive Committee (2010 – 2011 and January 1, 2020 – March 12, 2024) and the Dividend Committee (October 19, 2020 – March 12, 2024) of the First Trust Funds. He currently serves as Vice Lead Independent Trustee, on the Executive Committee and on the Dividend Committee (each since January 1, 2026) of the First Trust Funds. - Niel B. Nielson, 自2003年担任主管,目前担任First Trust High Yield Opportunities 2027 Term Fund的赔偿委员会主席,审计委员会成员。Dr. Nielson 自2012年7月担任Dew Learning有限公司的总裁和首席执行官,该公司是全球数字和在线教育产品和服务的供应商。 Dr. Nielson从2002年至2012年7月担任科文纳特学院校长。从1997年至2002年Dr. Nielson在伊利诺伊州惠顿大学教堂担任拓展的副牧师。Dr. Nielson 从1996年至1997年担任Ritchie Capital Markets集团有限公司合作伙伴和交易员。在1996年之前,Dr. Nielson担任多个公司的执行官,包括:2年的芝加哥研究和贸易集团高级副总裁,该公司是他任职9年的公司。Dr. Nielson担任投资公司的领导职位,包括13个与第一信托基金有关的限额基金,73个与第一信托基金有关的交易所交易基金,4个与第一信托基金有关的开放式基金,一个与首先定义投资组合基金有关的管理者的职位。这些管理者的职位包括:审计、赔偿、管理与提名、估值委员会这样的基金会。在过去的5年里,Dr. Nielson还担任Maclellan基金会的主管,Maclellan中心为全球基督教教育建立Covenant大学基金会,Chalmers中心为经济发展,Chattanooga艺术联合会,和Chattanooga交响乐与歌剧中心。Dr. Nielson持有心理学硕士、博士学位。
- Niel B. Nielson has been the Senior Advisor of Pelita Harapan Educational Foundation, a global provider of educational products and services, since 2018. Prior thereto, Mr. Nielson served as the Managing Director and Chief Operating Officer of Pelita Harapan Educational Foundation for three years. Mr. Nielson formerly served as the President and Chief Executive Officer of Dew Learning LLC from 2012 to 2014. Mr. Nielson formerly served as President of Covenant College (2002 – 2012), and as a partner and trader (of options and futures contracts for hedging options) for Ritchie Capital Markets Group (1996 – 1997), 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. ("CRT"). 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 the Fund since its inception and of the First Trust Funds since 1999. Mr. Nielson has also served as Chair of the Audit Committee (2003 – 2007 and 2014 – 2016), Chair of the Valuation, Risk and Regulatory Oversight Committee (2012 – 2013 and 2023 – 2025), Chair of the Nominating and Governance Committee (2008 – 2009 and 2017 – 2019), Chair of the Dividend Committee (2020 – 2022), and Lead Independent Trustee (2010 – 2011 and 2020 – 2022) of the First Trust Funds. Further, he has served as a member of the Executive Committee (2010 – 2011 and January 1, 2020 – March 12, 2024) and the Dividend Committee (October 19, 2020 – March 12, 2024) of the First Trust Funds. He currently serves as Vice Lead Independent Trustee, on the Executive Committee and on the Dividend Committee (each since January 1, 2026) of the First Trust Funds.
高管简历
中英对照 |  中文 |  英文- James M. Dykas
James M. Dykas董事总经理兼首席财务官,First Trust Advisors L.P.和First Trust Portfolios L.P.;首席财务官,BondWave LLC(软件开发公司)和Stonebridge Advisors LLC(投资顾问)。
James M. Dykas Managing Director and Chief Financial Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chief Financial Officer, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor).- James M. Dykas董事总经理兼首席财务官,First Trust Advisors L.P.和First Trust Portfolios L.P.;首席财务官,BondWave LLC(软件开发公司)和Stonebridge Advisors LLC(投资顾问)。
- James M. Dykas Managing Director and Chief Financial Officer, First Trust Advisors L.P. and First Trust Portfolios L.P.; Chief Financial Officer, BondWave LLC (Software Development Company) and Stonebridge Advisors LLC (Investment Advisor).
- W. Scott Jardine
W. Scott Jardine总法律顾问、First Trust Advisors L.P.和First Trust Portfolios L.P.;BondWave LLC(软件开发公司)秘书兼总法律顾问;Stonebridge Advisors LLC(投资顾问)秘书。
W. Scott Jardine General Counsel, First Trust Advisors L.P. and First Trust Portfolios L.P.; Secretary and General Counsel, BondWave LLC (Software Development Company); Secretary, Stonebridge Advisors LLC (Investment Advisor).- W. Scott Jardine总法律顾问、First Trust Advisors L.P.和First Trust Portfolios L.P.;BondWave LLC(软件开发公司)秘书兼总法律顾问;Stonebridge Advisors LLC(投资顾问)秘书。
- W. Scott Jardine General Counsel, First Trust Advisors L.P. and First Trust Portfolios L.P.; Secretary and General Counsel, BondWave LLC (Software Development Company); Secretary, Stonebridge Advisors LLC (Investment Advisor).
- Daniel J. Lindquist
Daniel J. Lindquist董事总经理、First Trust Advisors L.P.和First Trust Portfolios L.P..。
Daniel J. Lindquist Managing Director, First Trust Advisors L.P. and First Trust Portfolios L.P..- Daniel J. Lindquist董事总经理、First Trust Advisors L.P.和First Trust Portfolios L.P..。
- Daniel J. Lindquist Managing Director, First Trust Advisors L.P. and First Trust Portfolios L.P..
- Kristi A. Maher
Kristi A. Maher International总法律顾问、First Trust Advisors L.P.和First Trust Portfolios L.P.(自2025年2月起);此前担任副总法律顾问、First Trust Advisors L.P.和TERM4 Portfolios L.P.。
Kristi A. Maher International General Counsel, First Trust Advisors L.P. and First Trust Portfolios L.P. (since February 2025); previously, Deputy General Counsel, First Trust Advisors L.P. and First Trust Portfolios L.P..- Kristi A. Maher International总法律顾问、First Trust Advisors L.P.和First Trust Portfolios L.P.(自2025年2月起);此前担任副总法律顾问、First Trust Advisors L.P.和TERM4 Portfolios L.P.。
- Kristi A. Maher International General Counsel, First Trust Advisors L.P. and First Trust Portfolios L.P. (since February 2025); previously, Deputy General Counsel, First Trust Advisors L.P. and First Trust Portfolios L.P..
- Derek D. Maltbie
Derek D. Maltbie担任First Trust Advisors L.P.和First Trust Portfolios L.P.高级副总裁(自2021年7月起);First Trust Advisors L.P.和First Trust Portfolios L.P.副总裁(2014年至2021年)。
Derek D. Maltbie Senior Vice President, First Trust Advisors L.P. and First Trust Portfolios L.P. (since July 2021); Vice President, First Trust Advisors L.P. and First Trust Portfolios L.P. (2014 to 2021).- Derek D. Maltbie担任First Trust Advisors L.P.和First Trust Portfolios L.P.高级副总裁(自2021年7月起);First Trust Advisors L.P.和First Trust Portfolios L.P.副总裁(2014年至2021年)。
- Derek D. Maltbie Senior Vice President, First Trust Advisors L.P. and First Trust Portfolios L.P. (since July 2021); Vice President, First Trust Advisors L.P. and First Trust Portfolios L.P. (2014 to 2021).