Tom Egan

Tom Egan

Wealth Manager, First Republic Investment Management
San Francisco
Industry Accolades
  • Best-in-State Wealth Management Teams
    Forbes, 2023

Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23). Data as of 3/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Tom Egan

Wealth Manager, First Republic Investment Management
San Francisco
  • Wealth Management Experience Since 1997
    Tom Egan is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Egan joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Egan was a Wealth Manager at First Republic, which he joined in 2004. Mr. Egan began his career in the investment advisory business in 1997, when he became a Portfolio Manager at Bay Isle Financial Corporation. He had been a client of Bay Isle for three years before deciding to make a career change and join the firm. Mr. Egan spent the first 25 years of his professional life in the retail industry, holding multiple positions in the merchandising and product development areas of the business. He worked for six different public companies during his retail career, including Federated Department Stores, Associated Dry Goods, Carter Hawley Hale, Williams-Sonoma, Abercrombie & Fitch and Phillips-Van Heusen. In his last position at PVH, he was Senior Vice President of Merchandising.
  • Education
    Mr. Egan holds an MBA from Xavier University in Cincinnati, with an undergraduate degree in Accounting and Finance from Miami University of Ohio.
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