Penn Egbert

Penn Egbert Email and Phone Number

Managing Director, Head of US Equity Research at BMO Capital Markets @ BMO Capital Markets
Penn Egbert's Location
New York, New York, United States, United States
Penn Egbert's Contact Details
About Penn Egbert

Global strategic leader with 20+ years of financial services experience at Goldman Sachs, Nomura, Barclays/Lehman and UBS.

Penn Egbert's Current Company Details
BMO Capital Markets

Bmo Capital Markets

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Managing Director, Head of US Equity Research at BMO Capital Markets
Penn Egbert Work Experience Details
  • Bmo Capital Markets
    Managing Director, Head Of Us Equity Research
    Bmo Capital Markets Mar 2022 - Present
    Toronto, On, Ca
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  • Globalsource Direct, Ltd.
    Senior Advisor
    Globalsource Direct, Ltd. Mar 2020 - Present
    Miami, Fl, Us
    Financial Services SaaS startup - software solution for research analysts. Software incorporates the creation, publishing, distribution and marketing of research.
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  • Field Capital
    Senior Advisor
    Field Capital Jan 2020 - Mar 2022
    Private investment firm seeking control positions in healthcare technology assets and EBITDA positive businesses.
  • Goldman Sachs
    Managing Director, Co-Head Of Americas Equity Research
    Goldman Sachs Sep 2017 - Aug 2019
    New York, New York, Us
    Responsible for managing all aspects of the Americas Equity Research Department, including strategy, recruiting, sector coverage, and department focus. Led team of 200 research professionals.Member of the Global Research Operating Committee.Member of the Americas Investment Review Committee.
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  • Nomura
    Managing Director, Head Of Global Markets Research, Americas
    Nomura Jan 2016 - Sep 2017
    Tokyo, Jp
    Managed all aspects of the US Equity and Fixed Income Research Departments, including strategy, recruiting, sector coverage and focus, and Investment Banking communication. Member of Global Markets Americas Executive Committee.Member of Global Research Executive Committee.Member of the Investment Policy Committee (IPC).Member of Global Management Committee for Instinet.Developed and executed strategy that resulted in Equity Research department’s successful move from Nomura to Instinet, LLC in November 2016.Credited with creating an organizational culture that fostered independent thinking, trust, and respect, which enabled organization to continue to thrive during a period of tremendous change.
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  • Nomura
    Head Of Equity Research, Americas
    Nomura Feb 2015 - Sep 2017
    Tokyo, Jp
    Responsible for managing all aspects of the Americas Equity Research Department, including strategy, recruiting, sector coverage, and department focus.
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  • Barclays
    Head Of Equity Product Management, Americas
    Barclays Sep 2008 - Feb 2015
    New York, Ny, Us
    Led team in filtering and prioritizing the most actionable and insightful global equity research and cross asset content for the Equity Sales and Trading groups. Responsible for 7 publications distributed daily/weekly/quarterly. Hosted the U.S. Equity Research and Equity Trading daily morning meetings, the key forum for investment ideas; meetings included Analysts, Economists, Strategists, and industry experts.Led cross-asset/sector/geography collaboration; ensured stakeholders were aligned.Member of the Investment Policy Committee (IPC).
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  • Lehman Brothers
    Vice President
    Lehman Brothers Aug 2007 - Sep 2008
    Us
    Equity Product Management, Americas
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  • Dudack Research Group
    Vice President
    Dudack Research Group Jan 2004 - Aug 2007
    Global Strategy - Institutional SalesManaged the Sales effort to hedge funds, pension funds, mutual funds and asset managers.
  • Ubs
    Generalist Equity Research Sales
    Ubs Jan 2002 - Jan 2004
    Zurich, Ch
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  • Painewebber
    Analyst
    Painewebber Jul 1999 - Jan 2002
    Us
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Penn Egbert Skills

Equities Capital Markets Equity Research Global Management Quality Management Product Management Series 24

Penn Egbert Education Details

  • St. Lawrence University
    St. Lawrence University
    Bachelor Of Arts - Ba

Frequently Asked Questions about Penn Egbert

What company does Penn Egbert work for?

Penn Egbert works for Bmo Capital Markets

What is Penn Egbert's role at the current company?

Penn Egbert's current role is Managing Director, Head of US Equity Research at BMO Capital Markets.

What is Penn Egbert's email address?

Penn Egbert's email address is pe****@****ail.com

What schools did Penn Egbert attend?

Penn Egbert attended St. Lawrence University.

What are some of Penn Egbert's interests?

Penn Egbert has interest in Health.

What skills is Penn Egbert known for?

Penn Egbert has skills like Equities, Capital Markets, Equity Research, Global Management, Quality Management, Product Management, Series 24.

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