Shawn P. O'Leary

Portfolio Manager-Fixed Income at

First Trust Advisors LP

Finance

Consumer Services

Profile

Mr. Shawn P.
O'Leary is a Senior Vice President & Portfolio Manager at First Trust Advisors LP.
He has over 20 years of credit research and portfolio management experience in municipal securities.
Mr. O'Leary was previously a portfolio manager for Nuveen’s municipal fixed income team, focusing primarily on both intermediate- and limited-term national accounts, laddered accounts and environmental, social and governance (ESG) portfolios.
Prior to his time as a portfolio manager, he was a research analyst for Nuveen, where he covered a wide array of municipal sectors.
During his time at Nuveen, he was frequently quoted or appeared in the financial media including The Wall Street Journal, The Bond Buyer, Bloomberg TV and CNBC.
Prior to joining Nuveen, Mr. O'Leary was a credit analyst for Moody’s Investors Service working first on the State & Local Government team covering municipal issuers throughout the Midwest and then later the U.S.
Public Infrastructure team where he covered issuers such as airports, public power, revolving funds, publicly financed hotels and assembly facilities, stadiums, mass transit systems and toll roads He graduated with a B.S.
from Bates College and an M.P.P., with honors, in Public Finance from the University of Chicago’s Irving B. Harris School of Public Policy Studies.

Shawn P. O'Leary active positions

Companies	Position	Start
First Trust Advisors LP First Trust Advisors LP Investment ManagersFinance FTA is a bottom-up manager with an investment philosophy that is based on the belief that a company’s long-term value is determined by the cash flow it generates. The firm’s investment process utilizes both quantitative and qualitative analysis to assess a company’s ability to generate cash flow and its current valuation relative to intrinsic value. Investment strategies involve one or more equity or balanced strategies.	Portfolio Manager-Fixed Income	01/04/2024

All active positions of Shawn P. O'Leary

Former positions of Shawn P. O'Leary

Companies	Position	End
Nuveen Asset Management LLC Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.	Analyst-Fixed Income	01/01/2019
Moody's Investors Service, Inc. Moody's Investors Service, Inc. Investment ManagersFinance Provides investment research	Corporate Officer/Principal	-

See the detail of Shawn P. O'Leary's experience

Training of Shawn P. O'Leary

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Shawn P. O'Leary's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	5
First Trust Advisors LP First Trust Advisors LP Investment ManagersFinance FTA is a bottom-up manager with an investment philosophy that is based on the belief that a company’s long-term value is determined by the cash flow it generates. The firm’s investment process utilizes both quantitative and qualitative analysis to assess a company’s ability to generate cash flow and its current valuation relative to intrinsic value. Investment strategies involve one or more equity or balanced strategies.	Finance
Moody's Investors Service, Inc. Moody's Investors Service, Inc. Investment ManagersFinance Provides investment research	Finance
Bates College Bates College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Nuveen Asset Management LLC Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.	Finance