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Jeffrey Egan Location
Chicago, IL, US
Jeffrey Egan Work
Advisor @ (November 2025 - Present)
Senior Advisor @ (October 2024 - Present)
Partner @ (October 2023 - Present)
Partner @ (January 2023 - Present)
Founder @ BTN Advisory (June 2020 - Present)
Advisor @ Empire HSG (January 2024 - January 2026)
Member of the Board of Advisors @ (May 2021 - December 2025)
Advisory Board @ (September 2022 - December 2024)
Partner @ (June 2019 - December 2022)
Senior Managing Director and Partner @ ShoreBridge Capital (January 2016 - January 2019)
Managing Director and Principal @ (January 2014 - January 2016)
Senior Vice President @ (January 2007 - January 2014)
Director @ (January 2004 - January 2007)
Director of Investments @ Charles Schwab Institutional (January 2002 - January 2004)
Global Asset Management @ (January 1996 - January 2002)
Institutional Sales and Trading @ Kidder Peabody/ Paine Webber Inc. (January 1992 - January 1995)
Jeffrey Egan Education
George Mason University
Bachelor of Arts - BA (English and Economics)
Northwestern University - Kellogg School of Management
Certified Financial Planning Program
Poly Prep Country Day School
(Bachelor of Arts - BA, English and Economics)
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 Bachelor of Arts - BA in English and Economics @ George Mason University. With a robust skill set that includes Mutual Funds, Emerging Ma, Institutional Research, Product Development, Fixed Income Products and more. Jeffrey Egan has 3 emails and 2 mobile phone numbers on RocketReach.
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