Brett Egner Email & Phone Number

Philadelphia, Pennsylvania

Greater Philadelphia Area

I’m Brett with First Trust Portfolios, a privately held investment management firm with offices in Chicago, IL and Austin, TX. My partner, Tony Glaudel, and I represent our ETF product line in Philadelphia and Southern New Jersey. We also lead 50 external and 48 internal wholesalers in the firm’s East Region.Our consulting team in Philadelphia and Southern New Jersey also includes John O’Sullivan and Steve Sperber specializing in ETFs, UITs, SMAs and Mutual Funds, and Walt Zinych and… Show more I’m Brett with First Trust Portfolios, a privately held investment management firm with offices in Chicago, IL and Austin, TX. My partner, Tony Glaudel, and I represent our ETF product line in Philadelphia and Southern New Jersey. We also lead 50 external and 48 internal wholesalers in the firm’s East Region.Our consulting team in Philadelphia and Southern New Jersey also includes John O’Sullivan and Steve Sperber specializing in ETFs, UITs, SMAs and Mutual Funds, and Walt Zinych and Len Fox specializing in Structured Products. We also offer specialized solutions in Variable Annuities, 401Ks and CEFs. Innovative Investment Solutions:Our history and focus is to offer innovative, high quality, cost-effective investment solutions to financial advisors. We consult with advisors to find the most relevant solutions based on market conditions, client objectives, time frame and risk tolerance.We partner with you:Where we separate our firm from average investment management firms is that we are an entrepreneurial, nimble, advisor-centric firm. We bring more to our financial advisor relationships than simply products. We work hard to help financial advisors achieve success by providing:- Timely market commentary and investment insights- Advisor practice management resources and training- Social media coaching and developmentI bring to the table 24 years of “real-life” knowledge, experience, and insights helping hundreds of advisors serve their clients and grow their business. I understand the needs, challenges, and opportunities advisors experience each day, and am well-equipped to serve them by leveraging all the tools in our arsenal to meet their needs.Each advisor relationship is important to our team. We welcome the opportunity to discuss how First Trust can become a valuable partner for your business. Please start by reaching out to me at 410-800-3191 or begner@ftportfolios.com Show less