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Jeffrey Egan Location
Chicago, IL, US
Jeffrey Egan Work
2025 -now Advisor @
2024 -now Senior Advisor @
2023 -now Partner @
2023 -now Partner @
2020 -now Founder @ BTN Advisory
2024 -2026 Advisor @ Empire HSG
2021 -2025 Member of the Board of Advisors @
2022 -2024 Advisory Board @
2019 -2022 Partner @
2016 -2019 Senior Managing Director and Partner @ ShoreBridge Capital
2014 -2016 Managing Director and Principal @
2007 -2014 Senior Vice President @
2004 -2007 Director @
2002 -2004 Director of Investments @ Charles Schwab Institutional
1996 -2002 Global Asset Management @
1992 -1995 Institutional Sales and Trading @ Kidder Peabody/ Paine Webber Inc.
Jeffrey Egan Education
Northwestern University - Kellogg School of Management
(Certified Financial Planning Program)
George Mason University
Bachelor of Arts - BA (Division I Baseball
Literacy Volunteers Leader)
Poly Prep Country Day School
Jeffrey Egan Skills
Mutual Funds
Emerging Ma
Institutional Research
Product Development
Fixed Income Products
Sales Management
Asset Management
Global Strategy
Sales Presentations
Asset Managment
Banking
Fixed Income
Hedge Funds
Institutional Investments
Investments
Trading
Investment Management
Equities
Marketing Strategy
Strategic Planning
Jeffrey Egan Summary
Jeffrey Egan, based in Chicago, IL, US, is currently a Partner at Arax Investment Partners. Jeffrey Egan brings experience from previous roles at New Stack Ventures, RedBird Capital Partners, Robin Glen and BTN Advisory. Jeffrey Egan holds a Northwestern University - Kellogg School of Management. With a robust skill set that includes Mutual Funds, Emerging Ma, Institutional Research, Product Development, Fixed Income Products and more. Jeffrey Egan has 2 emails and 2 mobile phone numbers on RocketReach.
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