First Trust Capital Management L.P.
Jacob Puccetti, CFA has a diverse work experience spanning multiple roles and organizations. Jacob began their career as an Asset Servicing Intern at BNY Mellon in 2015. In 2016, they worked as a Summer Analyst at PNC Institutional Asset Management Group. The following year, Jacob joined GUGGENHEIM SECURITIES INTERNATIONAL LTD as an Equity Research Summer Analyst. In 2017, they became the Lead Quantitative Securities Analyst at the Davis Center for Portfolio Management. Simultaneously, they worked at First Trust Capital Management L.P. in various roles, starting as a Junior Research Analyst and eventually becoming a Principal. Jacob'stime at the Davis Center for Portfolio Management ended in 2018, but their work at First Trust continues as a Senior Research Analyst. Jacob's experience demonstrates their expertise in research analysis and portfolio management.
Jacob Puccetti, CFA, holds a Bachelor's Degree in Finance and Investments from the University of Dayton, which they earned from 2014 to 2018. Jacob also attended the Temple University Rome Campus in 2016 for International Business. Prior to their university education, Jacob attended Upper St. Clair High School from 2010 to 2014. In addition to their academic achievements, Jacob has obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute in 2021 and the Bloomberg Equity, Fixed Income, Commodities, and Currencies Certified certification from Bloomberg LP in 2014.
First Trust Capital Management L.P.
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We offer a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit. These solutions are offered in a variety of structures across the accreditation and liquidity spectrums including interval funds, tender offer funds, private funds, and direct investments to financial advisors, family offices, and institutions. Through a joint venture, Vivaldi and First Trust have partnered to create First Trust Capital Solutions, LLC – a company dedicated to providing comprehensive alternative and technology solutions to financial advisors and their clients. FTCS strategically combines the strength of First Trust Portfolios L.P.’s distribution and product capabilities with Vivaldi’s best-in-breed technology, intellectual capital and alternative investment solutions. First Trust Alternative Investment Research ("FT-AIR"): FTCS leverages an experienced research team to source and align with top-tier managers across the alternative investment universe. Through a comprehensive due diligence process, the research team has a track record of superior risk-adjusted returns and is a market leader utilizing its expertise and extensive network to source investments.