Robert Egan Email & Phone Number
Founder and Principal @ EP Wealth Management, LLC
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Robert Egan Location
- New York, NY, US
Robert Egan Work
- 2016 -now Founder and Principal @
- 2011 -2016 Managing Partner @ Tobia & Hillyer Financial Services, LLC
- 2007 -2011 Financial Advisor @ New England Financial
Robert Egan Education
- Seton Hall University
Bachelor of Science in Business Administration (Finance, Marketing)
2001-2004 - Bergen Catholic 1996-2000
Robert Egan Skills
- Finance
- Financial Services
- Estate Planning
- Portfolio Management
- Investment Advisory
- Risk Management
- Insurance
- Wealth Management
- Mergers & Acquisitions
- Wealth Accumulation
- Financial Advisory
- Wealth Preservation Planning
- Acquisitions
- Equities
- Financial Planning
- Mergers
- Strategic Financial Planning
- Mergers and Acquisitions
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 3 emails and 2 mobile phone numbers on RocketReach.
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