Johnathan Wilhelm
Portfolio Manager-Fixed Income at First Trust Advisors LP
Profile
Johnathan Nein Wilhelm is a Senior Vice President & Senior Portfolio Manager at First Trust Advisors LP since 2013.
Prior to this, he worked as a Senior Loan Analyst at Invesco Senior Loan Fund, Portfolio Manager at Nuveen AMT-Free Municipal Value Fund, Fund Manager at Nuveen Enhanced Municipal Value Fund, Portfolio Manager & Senior Vice President at Nuveen Fund Advisors LLC from 2010 to 2011, and Portfolio Manager at PT Asset Management LLC (Illinois).
He received his graduate degree from DePaul University in 1995 and his undergraduate degree from Miami University in 1989.
Johnathan Wilhelm active positions
| Companies | Position | Start |
|---|---|---|
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Portfolio Manager-Fixed Income | 2013-08-31 |
Former positions of Johnathan Wilhelm
| Companies | Position | End |
|---|---|---|
PT Asset Management LLC (Illinois)
 PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Portfolio Manager-Fixed Income | 2013-08-31 |
| Invesco Senior Loan Fund | Corporate Officer/Principal | - |
| NUVEEN AMT-FREE MUNICIPAL VALUE FUND | Corporate Officer/Principal | - |
| NUVEEN ENHANCED MUNICIPAL VALUE FUND | Corporate Officer/Principal | - |
Nuveen Fund Advisors LLC
 Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Corporate Officer/Principal | - |
Training of Johnathan Wilhelm
| Miami University | Undergraduate Degree |
| DePaul University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Nuveen Fund Advisors LLC
Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Finance |
Nuveen AMT-Free Municipal Value Fund
 Nuveen AMT-Free Municipal Value Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen AMT-Free Municipal Value Fund operates as a closed-end investment trust. It intends to provide exempt current income from regular federal income taxes and to enhance portfolio value and total return. The company was founded on November 19, 2008 and is headquartered in Chicago, IL. | Miscellaneous |
Nuveen Enhanced Municipal Value Fund
 Nuveen Enhanced Municipal Value Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen Enhanced Municipal Value Fund is a closed-end investment fund which, provide current income exempt from regular federal income tax and to enhance portfolio value and total return. Its secondary objective is to enhance portfolio value and total return. The fund invests in municipal securities that are exempt from federal income taxes. The company was founded on July 27, 2009 and is headquartered in Chicago, IL. | Miscellaneous |
PT Asset Management LLC (Illinois)
PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Finance |
| Invesco Senior Loan Fund | Miscellaneous |
First Trust Advisors LP
First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Finance |
- Stock Market
- Insiders
- Johnathan Wilhelm