Robert Egan Location
New York, NY, US
Robert Egan Work
- 2016 - now Founder and Principal @ EP Wealth Management, LLC
- 2011 - 2016 Managing Partner @ Tobia & Hillyer Financial Services, LLC
- 2007 - 2011 Financial Advisor @ New England Financial
Robert Egan Education
Robert Egan Skills
Robert Egan Summary
Robert Egan, based in New York, NY, US, is currently a Founder and Principal at EP Wealth Management, LLC. Robert Egan brings experience from previous roles at Tobia & Hillyer Financial Services, LLC and New England Financial. Robert Egan holds a 2001 - 2004 Bachelor of Science in Business Administration in Finance, Marketing @ Seton Hall University. With a robust skill set that includes Finance, Financial Services, Estate Planning, Portfolio Management, Investment Advisory and more. Robert Egan has 4 emails and 2 mobile phone numbers on RocketReach.