AeroLeads people directory · profile

Michael J. Egan Cfp® Cima® Email & Phone Number

SVP - First Trust Investment Solutions L.P. at First Trust Investment Solutions L.P.
Location: Naples, Florida, United States 8 work roles 4 schools
1 work email found @gyroscopecapital.com 4 phones found area 617, 732, and 847 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email m****@gyroscopecapital.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
SVP - First Trust Investment Solutions L.P.
Location
Naples, Florida, United States

Who is Michael J. Egan Cfp® Cima®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Michael J. Egan Cfp® Cima® is listed as SVP - First Trust Investment Solutions L.P. at First Trust Investment Solutions L.P., based in Naples, Florida, United States. AeroLeads shows a work email signal at gyroscopecapital.com, phone signal with area code 617, 732, 847, and a matched LinkedIn profile for Michael J. Egan Cfp® Cima®.

Michael J. Egan Cfp® Cima® previously worked as Senior Vice President at First Trust Investment Solutions L.P. and President - Gyroscope Capital Management Group, LLC at Gyroscope Capital Management Group. Michael J. Egan Cfp® Cima® holds Master Of Business Administration (M.B.A.) from Fuqua School Of Business, Duke University.

Company email context

Email format at First Trust Investment Solutions L.P.

This section adds company-level context without repeating Michael J. Egan Cfp® Cima®'s masked contact details.

*@gyroscopecapital.com
68% confidence

AeroLeads found 1 current-domain work email signal for Michael J. Egan Cfp® Cima®. Compare company email patterns before reaching out.

Profile bio

About Michael J. Egan Cfp® Cima®

At FTIS, Mike’s role is to help Financial Professionals and their clients understand the benefits of First Trust’s Custom Option Solutions team.Mr. Egan was Founder and President of Gyroscope Capital Management Group (“Gyroscope Capital”). He served in several roles, including: Chairman of the Investment Committee (responsible for actively overseeing the creation and direction of the firm's portfolio strategies) and National Sales Manager (responsible for developing and servicing client referral channels, including TAMPS, Broker Dealers and RIAs).

Listed skills include Portfolio Management, Investments, Investment Advisory, Retirement, and 16 others.

Current workplace

Michael J. Egan Cfp® Cima®'s current company

Company context helps verify the profile and gives searchers a useful next step.

First Trust Investment Solutions L.P.
First Trust Investment Solutions L.P.
SVP - First Trust Investment Solutions L.P.
AeroLeads page
8 roles · 37 years

Michael J. Egan Cfp® Cima® work experience

A career timeline built from the work history available for this profile.

Senior Vice President

Current

Naples, Florida, United States

At FTIS, Mike’s role is to help Financial Professionals and their clients understand the benefits of First Trust’s Custom Option Solutions team.

Sep 2023 - Present

President - Gyroscope Capital Management Group, Llc

Naples, FL

Mr. Egan was Founder and President of Gyroscope Capital Management Group (“Gyroscope Capital”). He served in several roles, including: Chairman of the Investment Committee (responsible for actively overseeing the creation and direction of the firm's portfolio strategies) and National Sales Manager (responsible for developing and servicing client referral.

2006 - Sep 2023

Your Stronger Financial Future

Current
Author

Naples, FL

Myths, misconceptions, and misinformation perpetuated by politicians, the media and other self-interested parties can have a devastating effect on your retirement portfolio. After all, if you're working with the wrong information, how can you make the right investing decisions?Mike Egan, a financial advisor for both individuals and corporations, has worked.

2004 - Present ~22 yrs 4 mos

Managing Director Of Single Stock Risk Management

Naples, Florida

Mr. Egan has principal responsibility for the management of the Single Stock Risk Management Group. He is a Certified Investment Management Analyst™ (CIMA®) and is a member of the Investment Management Consultants Association (IMCA), as well as a Certified Financial Planner™ (CFP®) and a member of the Financial Planning Association. An equity risk.

2005 - Jan 2020

Managing Director

The Colony Group, Llc

Naples, Florida Area

2005 - 2006 ~1 yr

Corporate And Executive Servics Group - Managing Director

Legg Mason Wood Walker, Inc.
1994 - 2005 ~11 yrs

Swap And Derivative Products Corporate Marketing - Analyst

The American Express Company, Lehman Brothers, Inc.

Greater New York City Area

1990 - 1992 ~2 yrs
4 education records

Michael J. Egan Cfp® Cima® education

Education record

The London School Of Economics And Political Science

Bachelor Of Arts (B.A.), Economics

Activities and Societies: Men's Varsity Tennis. Honor Council. Dean's List. Omicron Delta Epsilon Honor Society.

FAQ

Frequently asked questions about Michael J. Egan Cfp® Cima®

Quick answers generated from the profile data available on this page.

What company does Michael J. Egan Cfp® Cima® work for?

Michael J. Egan Cfp® Cima® works for First Trust Investment Solutions L.P..

What is Michael J. Egan Cfp® Cima®'s role at First Trust Investment Solutions L.P.?

Michael J. Egan Cfp® Cima® is listed as SVP - First Trust Investment Solutions L.P. at First Trust Investment Solutions L.P..

What is Michael J. Egan Cfp® Cima®'s email address?

AeroLeads has found 1 work email signal at @gyroscopecapital.com for Michael J. Egan Cfp® Cima® at First Trust Investment Solutions L.P..

What is Michael J. Egan Cfp® Cima®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 617, 732, 847 for Michael J. Egan Cfp® Cima® at First Trust Investment Solutions L.P..

Where is Michael J. Egan Cfp® Cima® based?

Michael J. Egan Cfp® Cima® is based in Naples, Florida, United States while working with First Trust Investment Solutions L.P..

What companies has Michael J. Egan Cfp® Cima® worked for?

Michael J. Egan Cfp® Cima® has worked for First Trust Investment Solutions L.P., Gyroscope Capital Management Group, Author, Moors & Cabot, and The Colony Group, Llc.

How can I contact Michael J. Egan Cfp® Cima®?

You can use AeroLeads to view verified contact signals for Michael J. Egan Cfp® Cima® at First Trust Investment Solutions L.P., including work email, phone, and LinkedIn data when available.

What schools did Michael J. Egan Cfp® Cima® attend?

Michael J. Egan Cfp® Cima® holds Master Of Business Administration (M.B.A.) from Fuqua School Of Business, Duke University.

What skills is Michael J. Egan Cfp® Cima® known for?

Michael J. Egan Cfp® Cima® is listed with skills including Portfolio Management, Investments, Investment Advisory, Retirement, Securities, Mutual Funds, Alternative Investments, and Investment Strategies.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.