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Inactive

Thomas Walbrun

First Trust Advisors LP

Boston, MA

Wheaton, IL

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Current Employers
First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-31
IL RA APPROVED 2024-11-25
  • MA RA
    APPROVED
    Since 2025-01-31
  • IL RA
    APPROVED
    Since 2024-11-25

Branch Locations

33 Arch Street Suite 1700, Boston, MA 02110 • United States

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Trust Direct Indexing L.P. Wheaton IL 06/2024 10/2024
Dimensional Fund Advisors Austin TX 08/2020 05/2024
Dimensional Fund Advisors Austin TX 06/2019 08/2019
Aarete Chicago IL 04/2018 04/2019
Outcome Health Chicago IL 10/2015 04/2018
The University Of Chicago Booth School Of Business Chicago IL 08/2018 06/2020
First Trust Portfolios L.P. Wheaton IL 10/2024 Present
First Trust Advisors L.P. Wheaton IL 10/2024 Present
  • 06/2024 → 10/2024
    First Trust Direct Indexing L.P.
    Wheaton, IL
  • 08/2020 → 05/2024
    Dimensional Fund Advisors
    Austin, TX
  • 06/2019 → 08/2019
    Dimensional Fund Advisors
    Austin, TX
  • 04/2018 → 04/2019
    Aarete
    Chicago, IL
  • 10/2015 → 04/2018
    Outcome Health
    Chicago, IL
  • 08/2018 → 06/2020
    The University Of Chicago Booth School Of Business
    Chicago, IL
  • 10/2024 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 10/2024 → Present
    First Trust Advisors L.P.
    Wheaton, IL
Previous Registrations
  • 2024-06-16 → 2024-12-19
    First Trust Direct Indexing
    Austin, TX
    Boston, MA
Designations
Other Names
  • Thomas Walbrun
  • Tom Walbrun
  • Thomas Hunter Walbrun

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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