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.
Mr. Egan holds an MBA from Xavier University in Cincinnati, with an undergraduate degree in accounting and finance from Miami University of Ohio.
Wealth Management Experience: 17 Years
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