Julie Marie Egan

Julie Marie Egan

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Profile

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.

Former positions of Julie Marie Egan

CompaniesPositionEnd
Director of Research - Fxd Inc 2022-10-31
Corporate Officer/Principal 2009-09-29
Corporate Officer/Principal 1997-08-30
Corporate Officer/Principal 1994-11-29
Corporate Officer/Principal 1992-11-29
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Training of Julie Marie Egan

Kent State University (Ohio) Undergraduate Degree
Case Western Reserve University Masters Business Admin

Experiences
Positions held

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Connections

99

1st degree connections

9

1st degree companies

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Female

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Linked companies

Private companies7

Finance

Evergreen Asset Management, Inc.

Finance

Miscellaneous

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