Profiel
Ms. Julie M.
Egan is a Director of Research & Portfolio Manager at Community Capital Management, Inc. She conducts economic and credit research to support investment and risk management decision-making for municipal and investment grade corporate securities.
She analyzes individual credits, portfolio credit risks, liquidity profiles, and relative value opportunities and helps the investment team source impact investment opportunities.
Ms. Egan was employed as a Vice President by Nuveen Investments LLC, Banc One Investment Advisors, an Underwriter by Nationwide Insurance Co., an Assistant Vice President by The Provident Bank, and a Senior Vice President & Portfolio Manager by AdvisorShares Global Echo ETF.
She also served on the board at Evergreen Asset Management, Inc.
She received her undergraduate degree from Kent State University (Ohio) and an MBA from Case Western Reserve University.
Eerdere bekende functies van Julie Marie Egan
| Bedrijven | Functie | Einde |
|---|---|---|
Community Capital Management, Inc.
 Community Capital Management, Inc. Investment ManagersFinance Community Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor headquartered in Weston, Florida. Formerly known as Crafund Advisors, Inc., the firm was founded in 1998.CCM provides investment supervisory services to financial advisors, banks or thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities and individuals. | Onderzoeksdirecteur - Fxd Inc | 01-11-2022 |
Nuveen Securities LLC
 Nuveen Securities LLC Investment ManagersFinance Nuveen Securities LLC, formerly known as the John Nuveen & Co., Inc., is the brokerage subsidiary of Nuveen Investments, Inc., ultimately held by TIAA Board of Overseers in the US. Headquartered in Chicago, the firm engages in the asset management and related research, as well as the development, marketing, and distribution of investment products and services for the institutional market segments. Investment products and services include closed-end exchange-traded funds, mutual funds and individually managed accounts. | Corporate Officer/Principal | 30-09-2009 |
Banc One Investment Advisors
 Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Corporate Officer/Principal | 31-08-1997 |
Nationwide Insurance Co.
 Nationwide Insurance Co. Insurance Brokers/ServicesFinance Nationwide Insurance Co. provides insurance services. The company was founded in 1925 and is headquartered in Columbus, OH. | Corporate Officer/Principal | 30-11-1994 |
National City Bank (Cleveland, Ohio)
 National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | 30-11-1992 |
Opleiding van Julie Marie Egan
| Case Western Reserve University | Masters Business Admin |
| Kent State University (Ohio) | Undergraduate Degree |
Ervaring
Beklede functies
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Bedrijven verbonden in de eerste graad
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| Bedrijven in privébezit | 7 |
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National City Bank (Cleveland, Ohio)
National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH. | Finance |
Nuveen Securities LLC
Nuveen Securities LLC Investment ManagersFinance Nuveen Securities LLC, formerly known as the John Nuveen & Co., Inc., is the brokerage subsidiary of Nuveen Investments, Inc., ultimately held by TIAA Board of Overseers in the US. Headquartered in Chicago, the firm engages in the asset management and related research, as well as the development, marketing, and distribution of investment products and services for the institutional market segments. Investment products and services include closed-end exchange-traded funds, mutual funds and individually managed accounts. | Finance |
| Evergreen Asset Management, Inc. | Finance |
Banc One Investment Advisors
Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Finance |
Nationwide Insurance Co.
Nationwide Insurance Co. Insurance Brokers/ServicesFinance Nationwide Insurance Co. provides insurance services. The company was founded in 1925 and is headquartered in Columbus, OH. | Finance |
Community Capital Management, Inc.
Community Capital Management, Inc. Investment ManagersFinance Community Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor headquartered in Weston, Florida. Formerly known as Crafund Advisors, Inc., the firm was founded in 1998.CCM provides investment supervisory services to financial advisors, banks or thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities and individuals. | Finance |
AdvisorShares Global Echo ETF
 AdvisorShares Global Echo ETF Investment Trusts/Mutual FundsMiscellaneous AdvisorShares Global Echo ETF is a multi-manager, multi-strategy, broadly diversified, actively managed exchange-traded fund with a focus on sustainable investing. Sustainable investing refers to an investment methodology that takes into consideration economic, environmental, technology, and a variety of social factors when making investment decisions. Its investment objective is to achieve long-term capital appreciation with an emphasis on absolute (positive) returns and low sensitivity to traditional financial market indices. The company was founded on May 23, 2012 and is headquartered in Bethesda, MD. | Miscellaneous |
