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Summarize Marshall West, CFA’s background before I meet with them
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Marshall West, CFA

Portfolio Oversight at First Trust
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Marshall West, CFA, is an experienced professional specializing in ETFs, mutual funds, and closed-end funds, covering equity, fixed income, and alternative strategies.

With a background in economics and mathematics from Wheaton College, Marshall has honed his skills in research, analysis, modeling, trading, and risk management.

Currently serving as a Portfolio Oversight Analyst at First Trust, Marshall has previously worked as a Quantitative Trader at CMT Capital Markets Trading and as a Financial Analyst at The Cochlan Group, Inc.

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