Mike Shannon
Senior Vice President at First Trust | United States
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As the Senior Vice President and Managing Director of the Capital Solutions Group at First Trust Portfolios L.P., Mike Shannon leverages over 25 years of extensive investment experience to empower financial advisors and their clients. His primary focus is on democratizing access to alternative investments, ensuring that a diverse range of investors, regardless of their accreditation status, can benefit from innovative financial solutions. By bridging the gap between complex investment strategies and retail investors, Mike plays a pivotal role in reshaping how financial professionals approach portfolio construction and asset management.
At First Trust, Mike is deeply involved in key projects that aim to enhance the understanding and utilization of alternative investments within the wealth management landscape. His expertise in financial modeling and retirement planning allows him to provide tailored insights that help advisors navigate the intricacies of these investment vehicles. Through a combination of practice management strategies and client education initiatives, he adds significant value to his select partners, broadening their perspectives and deepening their understanding of market dynamics.
Mike's commitment to enhancing the financial advisory profession is evident in his collaborative approach, where he works closely with advisors to develop customized solutions that meet the unique needs of their clients. His entrepreneurial spirit drives him to continuously seek innovative ways to integrate alternative investments into traditional portfolios, ultimately fostering a more inclusive investment environment. With a strong foundation in wealth management services and asset management, Mike Shannon is dedicated to transforming the investment landscape for both advisors and their clients at First Trust.
Senior Vice President at First Trust in April 2011 to Present
Managing Director at First Trust in January 2019 to Present
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Wealth Management Services
Alternative Investments
Financial Modeling
Wealth Management
Entrepreneurship
Retirement Planning
Asset Management
Financial Advisory
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Discover more about First TrustWhat is Mike Shannon email address?
Email Mike Shannon at [email protected] and [email protected]. This email is the most updated Mike Shannon email found in 2026.
What is Mike Shannon phone number?
Mike Shannon phone number is +16303368959 and +12672059512.
How to contact Mike Shannon?
To contact Mike Shannon send an email to [email protected] or [email protected]. If you want to call Mike Shannon try calling on +16303368959 and +12672059512. (updated on October 29, 2024)
What company does Mike Shannon work for?
Mike Shannon works for First Trust
What is Mike Shannon's role at First Trust?
Mike Shannon is Senior Vice President
What industry does Mike Shannon work in?
Mike Shannon works in the It Services And It Consulting industry.
Mike Shannon Email Addresses
Mike Shannon Phone Numbers
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