Jeremy Bear, CAIA

Business Intelligence Manager

Jeremy joined First Trust Capital Management L.P. (FTCM) in 2020 and currently supports their distribution strategy across data, technology, and marketing initiatives.

Prior to joining FTCM, Jeremy 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. 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 professionals. He graduated from Bradley University with a Bachelor of Science in Finance and is a Chartered Alternative Investment Analyst (CAIA) charterholder.