Mark Nelson
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Mark Nelson Email & Phone Number

Institutional Associate at First Trust Advisors at First Trust
Location: Wheaton, Illinois, United States 6 work roles 3 schools
1 work email found @ftportfolios.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@ftportfolios.com
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Current company
First Trust
Role
Institutional Associate at First Trust Advisors
Location
Wheaton, Illinois, United States
Company size
727 employees

Who is Mark Nelson? Overview

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Quick answer

Mark Nelson is listed as Institutional Associate at First Trust Advisors at First Trust, a with 727 employees, based in Wheaton, Illinois, United States. AeroLeads shows a work email signal at ftportfolios.com and a matched LinkedIn profile for Mark Nelson.

Mark Nelson previously worked as Internal Wholesaler at First Trust and Vice President at Blue Ocean Advisors. Mark Nelson holds M. Div. from Trinity International University.

Company email context

Email format at First Trust

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{first_initial}{last}@ftportfolios.com
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AeroLeads found 1 current-domain work email signal for Mark Nelson. Compare company email patterns before reaching out.

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Profile bio

About Mark Nelson

Mark Nelson is a Institutional Associate at First Trust Advisors at First Trust. He possess expertise in series 7, series 63, mutual funds, securities, asset management and 16 more skills.

Listed skills include Series 7, Series 63, Mutual Funds, Securities, and 17 others.

Current workplace

Mark Nelson's current company

Company context helps verify the profile and gives searchers a useful next step.

First Trust
First Trust
Institutional Associate at First Trust Advisors
wheaton, illinois, united states
Website
ftportfolios.com
Employees
727
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6 roles

Mark Nelson work experience

A career timeline built from the work history available for this profile.

Institutional Associate At First Trust Advisors

Current
First Trust

Our team serves Research Teams and Portfolio Managers.Our clients use ETFs for a variety of essential portfolio management practices: - Beta: tracking passive indexes - Enhanced: tracking quantitative indexes that are rules-based and unemotional - Active: pairing the efficiencies of the ETF with the expertise of best-in-class PM & Research TeamsOur clients also invest alongside boutique asset managers: - Equity: Energy Infrastructure, Low Volatility… Show more Our team serves Research Teams and Portfolio Managers.Our clients use ETFs for a variety of essential portfolio management practices: - Beta: tracking passive indexes - Enhanced: tracking quantitative indexes that are rules-based and unemotional - Active: pairing the efficiencies of the ETF with the expertise of best-in-class PM & Research TeamsOur clients also invest alongside boutique asset managers: - Equity: Energy Infrastructure, Low Volatility, International - Hybrids: Preferreds and Convertibles - Fixed Income: Core, Municipals, Agency MBS, Short Maturity, High Yield - Liquid Alternatives: Long/Short, Options, Commodities Show less

Jan 2020 - Present

Internal Wholesaler

First Trust

ETF/SMA Consultant for Arizona

Mar 2011 - Jan 2020

Vice President

Blue Ocean Advisors

Blue Ocean Advisors provides solutions based on Connectivity, Risk Management, and Profitability. The pillars of our organization consist of Cost Reduction, Risk Reduction, and Total Benefits. These proactive solutions help lower cost, reduce risk, and increase profitability.

Apr 2009 - Mar 2011

High School Pastor

Grace Community Church Of Tempe, Arizona
Jan 1999 - May 2003
Team & coworkers

Colleagues at First Trust

Other employees you can reach at ftportfolios.com. View company contacts for 727 employees →

BB Ben Buisson Ben Buisson Colleague at First TrustGreater New Orleans Region, United States View → JF Jennifer Friebele-Grzeskiewicz Jennifer Friebele-Grzeskiewicz Colleague at First TrustGreater Chicago Area, United States View → RL Renee Lorek Renee Lorek Colleague at First TrustUnited States View → DP Dylan Patel Dylan Patel Colleague at First TrustGreater Chicago Area, United States View → CF Colin Ford Colin Ford Colleague at First TrustWheaton, Illinois, United States View → RJ Ryan Jakubek, Cfp® Ryan Jakubek, Cfp® Colleague at First TrustGreater Chicago Area, United States View → DO Daniel Opdyke Daniel Opdyke Colleague at First TrustNaperville, Illinois, United States View → MB Michael Basil Michael Basil Colleague at First TrustBloomington, Indiana, United States View → RP Ric Pedersen Ric Pedersen Colleague at First TrustBluffton, South Carolina, United States View → LO Liam O'Brien, Cfa Liam O'Brien, Cfa Colleague at First TrustAustin, Texas, United States View →
3 education records

Mark Nelson education

Education record

Minnetonka High School
FAQ

Frequently asked questions about Mark Nelson

Quick answers generated from the profile data available on this page.

What company does Mark Nelson work for?

Mark Nelson works for First Trust.

What is Mark Nelson's role at First Trust?

Mark Nelson is listed as Institutional Associate at First Trust Advisors at First Trust.

What is Mark Nelson's email address?

AeroLeads has found 1 work email signal at @ftportfolios.com for Mark Nelson at First Trust.

Where is Mark Nelson based?

Mark Nelson is based in Wheaton, Illinois, United States while working with First Trust.

What companies has Mark Nelson worked for?

Mark Nelson has worked for First Trust, Blue Ocean Advisors, Wheaton Bible Church, and Grace Community Church Of Tempe, Arizona.

Who are Mark Nelson's colleagues at First Trust?

Mark Nelson's colleagues at First Trust include Ben Buisson, Jennifer Friebele-Grzeskiewicz, Renee Lorek, Dylan Patel, and Colin Ford.

How can I contact Mark Nelson?

You can use AeroLeads to view verified contact signals for Mark Nelson at First Trust, including work email, phone, and LinkedIn data when available.

What schools did Mark Nelson attend?

Mark Nelson holds M. Div. from Trinity International University.

What skills is Mark Nelson known for?

Mark Nelson is listed with skills including Series 7, Series 63, Mutual Funds, Securities, Asset Management, Asset Allocation, Public Speaking, and Investments.

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