First Trust Capital Management
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Our Team

Michael Peck, CFA
CEO, Co-Chief Investment Officer
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Brian Murphy
Portfolio Manager, Co-Chief Investment Officer
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Thomas S. Reckley
President
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Nicholas Lotysz, CFA, CPA
Director of Operational Due Diligence
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Chad Eisenberg, CPA
Chief Operating Officer
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Michael Grayson
Portfolio Manager
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Dan Lancz
Portfolio Manager
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Jacob Puccetti, CFA
Principal
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Robert O’Hara, CFA
Principal
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Yadira Guzman, CPA
Chief Financial Officer
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Hayden Prescott
Director of Fund Operations
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Marc D. Bassewitz
General Counsel
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Jennifer Yong, CPA
Chief Compliance Officer
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Meredith Weeks
Compliance Manager
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Danielle DiPaola, IACCP©
Compliance Manager
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Jeremy Bear, CAIA
Business Intelligence Manager
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Matt Borgstrom, CFA
Performance Analyst
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Ben Zimmerman
Performance Analyst
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Justin Clark
Client Service Team Lead
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Brigita Gerulskis
Senior Client Service Associate
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Jim Clifford
Client Service Associate
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Joe Daw
Client Service Associate
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Courtney Neuberg
Investment Operations Team Lead
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Kyle Czeszewski
Investment Operations Associate
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Kristen Denizman, MBA
Investment Operations Associate
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Charlie Winek, CPA
Senior Operational Due Diligence Analyst
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Jesse Burkhead, CFA, CAIA
Operational Due Diligence Analyst
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Joshua Essary, CFA, CPA
Operational Due Diligence Analyst
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Ashley Erickson, CPA
Operational Due Diligence Analyst
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Alex Oquist
Junior Operational Due Diligence Analyst
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Peter Paganessi
Senior Analyst
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Gus Kalivas, CFA
Senior Analyst
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Tobin Burgdorf
Research Analyst
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Griffin Gildea, CFA
Research Analyst
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Rishabh Tandon
Research Analyst
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Dylan Horvitz
Research Analyst
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Stephanie Hejna
Junior Research Analyst
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Giuseppe Fregoli
Junior Research Analyst
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Nick Currie
Junior Research Analyst
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Kelvina Ng
Human Resources Associate
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Luke McGarel
Junior Investment Performance Analyst
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First Trust Capital Management
Connect With Us
Chicago, IL (HQ)
  • 225 W. Wacker Drive
  • Suite #2160
  • Chicago, IL 60606
  • P: 773.828.6700
  • F: 847.386.2910
Quicklinks
  • Form ADV Part 2A
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  • Careers

First Trust Capital Management L.P. is the Advisor to First Trust Merger Arbitrage Fund, First Trust Alternative Opportunities Fund, First Trust Multi-Strategy Fund First Trust Real Assets Fund, First Trust Private Credit Fund, First Trust Hedged Strategies Fund, First Trust Enhanced Credit Fund, FT Vest Hedged Equity Income Funds, First Trust Private Assets Fund, and Infinity Core Alternative Fund (collectively, the “Funds.”). The Funds are distributed by First Trust Portfolios L.P., an affiliate of First Trust Capital Management L.P.

Investing involves risk. Principal loss is possible. Diversification does not assure a profit or protect against a loss in a declining market.
The Funds should be considered speculative investments and there is no guarantee the Funds will successfully achieve their investment objectives. The Funds are appropriate only for investors who can tolerate a high degree of risk, do not require liquid investments, and are able to sustain a complete loss of their investment.

The Funds are also subject to some or all of the following risks: limited operating history; industry concentration risk; non-diversified risk; multi-manager risk; repurchase offers; limited liquidity risk; leverage and derivative risk; legal, tax and regulatory risk; and non-qualification as a regulated investment company under the Code. Investors may also be subject to multiple levels of fees and expenses, underlying manager risk, valuation risk, high portfolio turnover risk, limited control over underlying managers, arbitrage risk, special situation risk, equity, bond and asset-backed securities risk, foreign risk, currency risk, credit risk, distressed securities risk, interest rate risk, IPO risk, small-cap risk, and credit default swaps risk. Please read the appropriate Fund’s prospectus for a detailed explanation of all Fund risks.

Each Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. Please read the prospectus carefully before investing.

The Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

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