Customer Experience Advisory Council Member Profile

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John Montefalco

First Trust Portfolios
Vice President National Accounts - Business Development

Areas of Expertise

Customer Experience Strategy, Principles of Customer ​Relationship Building

John Montefalco is a senior member on the National Accounts team for First Trust Portfolios, L.P. Since joining First Trust in 2014, Mr. Montefalco has worked in various capacities: wholesaling exchange traded funds, unit investment trusts, Close-end funds, structured investments, mutual funds, and variable annuities.                                                              

Mr. Montefalco has over 20 years of financial experience. Prior to joining First Trust, Mr. Montefalco worked for J.P. Morgan Chase & Co. and State Street Corporation.

Mr. Montefalco received his undergraduate degrees from Stonehill College, his Juris Doctorate from Quinnipiac University School of Law, and his Master in Business Administration from Boston University. He holds the Series 7 and 66 securities licenses and is trained in six sigma statistical methodology.  

Mr. Montefalco is currently responsible for 20+ national Account clients covering all products, solutions, and business growth of each strategic partner.

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