Jeremy Bear, CAIA

Business Intelligence Manager

Jeremy Bear joined First Trust Capital Management in 2020 and currently supports their distribution strategy across data, technology, and marketing initiatives.

Prior to joining First Trust, he was responsible for overseeing the portfolio and risk management process at Dearborn Capital Management where he served as a member on the investment committee and managed the firm’s technology infrastructure.

Prior to joining Dearborn, Jeremy served in a variety of roles within the trading, sales and operations departments at Zacks Investment Management from 2007 through 2015.  He was responsible for trade execution across all platforms, provided portfolio commentary to the firm’s investor base, and designed a trade reporting system on how the investment vehicles were being utilized by their advisory clients.

Jeremy was an intern at Merrill Lynch and Morgan Stanley Smith Barney working under financial advisors.  He graduated from Bradley University with a Bachelor of Science in finance and is a Chartered Alternative Investment Analyst (CAIA) charterholder.