Relationship Manager, Wealth Advisory @ (April 2018 - May 2022)
Executive Director and Fiduciary Executive @ (November 2014 - March 2018)
Executive Director and Trust Officer @ (February 2013 - November 2014)
Vice President and Trust Officer @ (October 2005 - February 2013)
Client Relationship Officer @ The Private Family Office, Inc. (September 2000 - October 2005)
Timothy Egan Education
Villanova University Charles Widger School of Law
J.D. (Law)
1997-2000
Boston College
B.A. (Classical Civilization)
1994-1997
St. Joseph's Preparatory School
Diploma
1990-1994
Timothy Egan Skills
Asset Management
Estate Planning
High Net Worth Individuals
Trust Services
Trusts
Wealth
Wealth Management
Wealth Management Services
Fiduciary
Services
Classical
Financial Services
Timothy Egan Summary
Timothy Egan, based in Bryn Mawr, PA, US, is currently a Managing Director, Wealth Advisory at Glenmede. Timothy Egan brings experience from previous roles at Glenmede and J.P. Morgan Trust Company of Delaware. Timothy Egan holds a 1997 - 2000 J.D. in Law @ Villanova University Charles Widger School of Law. With a robust skill set that includes Asset Management, Estate Planning, High Net Worth Individuals, Trust Services, Trusts and more. Timothy Egan has 7 emails and 2 mobile phone numbers on RocketReach.
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