Chris Fossum Email and Phone Number
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I’m Chris Fossum, Vice President and Wholesaler at First Trust. My partner Mike Porcellino and I represent ETFs, Direct Indexing & Alternatives in Upstate, Central, & Western New York. Our mission is to help financial advisors achieve success by better serving their clients and growing their business through delivering: • Innovative, high quality, cost-effective investment tools• Expert research and commentary • Practice management resources and training • Social media coaching and guidance We serve a select group of advisors that take a model driven approach to asset management and are relentlessly looking for ways to reduce risk and increase return for their clients. We work with advisors who want to reduce the tax burden on their clients and generate alpha.We come as resources for those advisors we partner with: • Rigorous model portfolio evaluation. To help you reduce portfolio risk and increase return, our Portfolio Analytics Team, will produce Institutional Gap & Overlap reports. This report allows our partners to consistently evaluate their goal of achieving risk adjusted returns for their clients. • Relentless pursuit of growing their practice. To help our partners successfully grow their business, we draw on the depth of our Practice Management team, Social Media team, and 100+ wholesaling force to share best practices of top advisors & teams and deliver actionable steps.• Discipline to host ongoing events to inform and educate investors and Centers of Influence. We’re committed to helping our partners strengthen and cultivate relationships through events ranging in content from investment education to market & economic commentary, to timely social media training.We will help you grow your business as we have done for the select partners we work with. Contact me at (630) 344-2142 or cfossum@ftadvisors. I look forward to learning how we can invest our time and resources in your business.
First Trust
View- Website:
- ftportfolios.com
- Employees:
- 1188
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Vice President - Etfs, Alternatives, And Direct Indexing | External Advisor ConsultantFirst TrustRochester, Ny, Us -
Vice President - Etfs, Alternatives, & Direct Indexing | External Advisor ConsultantFirst Trust Jan 2012 - PresentUpstate New YorkI help Financial Advisors better serve their clients. Whether through portfolio construction, practice management, and/or client education, I add value for my select partners through broadening their perspective and deepening their understanding. -
Internal Advisor ConsultantFirst Trust Dec 2009 - Jan 2012Wheaton, IlI helped my financial advisors provide more transparency and timely contact with their clients through the use of our Unit Investment Trusts. My primary achievement was helping advisors better serve their clients which in turn led to them growing their business. -
Assistant Vice President | Sales And MarketingFirst Trust May 2009 - Dec 2009Wheaton, IlI spearheaded the initiative to grow the Capital Markets client base through reaching out to bank CEOs and CFOs. Through a proprietary bond pricing tool we sought to bring transparency to the often opaque fixed income world. The seeds were sown here to work on the revenue generating side of First Trust and the passion for problem solving in the financial services industry. -
Rotational Training ProgramFirst Trust Mar 2008 - May 2009During my time in the training program I cultivated relationships throughout First Trust and garnered a more comprehensive view of what we do and can offer as a firm. This program has allowed me to better serve my current advisors and expose them to the depth of resources we offer. -
Wide Receivers CoachWheaton College Mar 2010 - Nov 2011Wheaton, IlThrough creating "The Hit Squad" I challenged and encouraged my players to seize every moment while coming to understand that the only way someone will follow you is if they can see your words match your actions, they can tell you care about them, and you serve them. The most fulfilling job as a coach is watching your players accomplish something they never knew they were capable of. Here is where I learned that I enjoy helping others achieve that which they have never done. -
Football Team CaptainWheaton College Dec 2006 - Dec 2007Wheaton, IlIn pursing my passion of playing football and getting a great education, I was blessed to play at Wheaton. As elected captain by my teammates, I began to learn the true meaning of servant leadership. This lesson would then be reaffirmed during my tenure as a coach. The values of teamwork and fighting for a cause much greater than myself are two of the greatest takeaways. -
Tax AssistantRitchie Capital Management Apr 2007 - Aug 2007Wheaton, IlI assisted in tax compliance and reporting. I learned that I enjoy working with others and that time spent in a cubicle is not my strong suit. When the best you can ever do is just comply its hard to ever exceed expectations.
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Accounting InternRitchie Capital Management Mar 2006 - Aug 2006Interned in the accounting department primarily working in AP for this local hedge fund.
Chris Fossum Skills
Chris Fossum Education Details
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Business Economics And Psychology -
Chattahoochee High SchoolAlpharetta, Ga
Frequently Asked Questions about Chris Fossum
What company does Chris Fossum work for?
Chris Fossum works for First Trust
What is Chris Fossum's role at the current company?
Chris Fossum's current role is Vice President - ETFs, Alternatives, and Direct Indexing | External Advisor Consultant.
What is Chris Fossum's email address?
Chris Fossum's email address is ch****@****ail.com
What is Chris Fossum's direct phone number?
Chris Fossum's direct phone number is +163076*****
What schools did Chris Fossum attend?
Chris Fossum attended Wheaton College, Chattahoochee High School.
What are some of Chris Fossum's interests?
Chris Fossum has interest in Diii Football, Denver Broncos, Public Speaking, Golf, Professional, Wheaton Thunder, Sales, College Football, Atlas Shrugged, Recreational Basketball.
What skills is Chris Fossum known for?
Chris Fossum has skills like Portfolio Management, Etfs, Fixed Income, Mutual Funds, Investments, Public Speaking, Wealth Management, Alternative Investments, Asset Managment, Financial Analysis, Equities, Financial Modeling.
Who are Chris Fossum's colleagues?
Chris Fossum's colleagues are Rachel Williams, Andrew Zimmerman, Madelyn Frye, Corey Matson, Robby Gordon, Paul Haefliger, Kimm Hintz.
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