Managing Director, Head Of Us Equity Research
Current
Mar 2022 - Present
AeroLeads people directory · profile
Penn Egbert Email & Phone Number
Managing Director, Head of US Equity Research
at
BMO Capital Markets
1 work email found
@bmo.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Head of US Equity Research
Location
New York, New York, United States
Who is Penn Egbert? Overview
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Quick answer
Penn Egbert is listed as Managing Director, Head of US Equity Research at BMO Capital Markets, based in New York, New York, United States. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Penn Egbert.
Penn Egbert previously worked as Senior Advisor at Globalsource Direct, Ltd. and Senior Advisor at Field Capital. Penn Egbert holds Bachelor Of Arts - Ba from St. Lawrence University.
Company email context
Email format at BMO Capital Markets
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{first}.{last}@bmo.com
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AeroLeads found 1 current-domain work email signal for Penn Egbert. Compare company email patterns before reaching out.
Profile bio
About Penn Egbert
Global strategic leader with 20+ years of financial services experience at Goldman Sachs, Nomura, Barclays/Lehman and UBS.
Listed skills include Equities, Capital Markets, Equity Research, Global Management, and 3 others.
Current workplace
Penn Egbert's current company
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11 roles
Penn Egbert work experience
A career timeline built from the work history available for this profile.
Senior Advisor
Financial Services SaaS startup - software solution for research analysts. Software incorporates the creation, publishing, distribution and marketing of research.
Senior Advisor
Field Capital
Private investment firm seeking control positions in healthcare technology assets and EBITDA positive businesses.
Jan 2020 - Mar 2022
Managing Director, Co-Head Of Americas Equity Research
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.
Sep 2017 - Aug 2019
Managing Director, Head Of Global Markets Research, Americas
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.
Jan 2016 - Sep 2017
Head Of Equity Research, Americas
Responsible for managing all aspects of the Americas Equity Research Department, including strategy, recruiting, sector coverage, and department focus.
Feb 2015 - Sep 2017
Head Of Equity Product Management, Americas
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.
Sep 2008 - Feb 2015
Aug 2007 - Sep 2008
Vice President
Dudack Research Group
Global Strategy - Institutional SalesManaged the Sales effort to hedge funds, pension funds, mutual funds and asset managers.
Jan 2004 - Aug 2007
Generalist Equity Research Sales
Jan 2002 - Jan 2004
Analyst
Jul 1999 - Jan 2002
1 education record
Penn Egbert education
-
St. Lawrence University
FAQ
Frequently asked questions about Penn Egbert
Quick answers generated from the profile data available on this page.
What company does Penn Egbert work for?
Penn Egbert works for BMO Capital Markets.
What is Penn Egbert's role at BMO Capital Markets?
Penn Egbert is listed as Managing Director, Head of US Equity Research at BMO Capital Markets.
What is Penn Egbert's email address?
AeroLeads has found 1 work email signal at @bmo.com for Penn Egbert at BMO Capital Markets.
Where is Penn Egbert based?
Penn Egbert is based in New York, New York, United States while working with BMO Capital Markets.
What companies has Penn Egbert worked for?
Penn Egbert has worked for Bmo Capital Markets, Globalsource Direct, Ltd., Field Capital, Goldman Sachs, and Nomura.
How can I contact Penn Egbert?
You can use AeroLeads to view verified contact signals for Penn Egbert at BMO Capital Markets, including work email, phone, and LinkedIn data when available.
What schools did Penn Egbert attend?
Penn Egbert holds Bachelor Of Arts - Ba from St. Lawrence University.
What skills is Penn Egbert known for?
Penn Egbert is listed with skills including Equities, Capital Markets, Equity Research, Global Management, Quality Management, Product Management, and Series 24.
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