Timothy Egan Email & Phone Number

I joined CAPTRUST in 2021. As a principal and financial advisor, I am responsible for providing investment advisory services to clients with a focus on not-for-profit hospital/healthcare institutions, corporate retirement plans, endowments, and foundations. My focus is to help clients achieve their financial objectives through disciplined, methodical strategies, appropriate risk and return profiles, and a strong commitment to client partnership.I joined CAPTRUST from Ellwood Associates—a comprehensive financial services firm—where I served as a senior consultant. In this capacity, I led Ellwood’s hospital/healthcare practice, was a member of the board of directors, and was a member of the traditional manager research committee.Prior to joining Ellwood, I worked at Stratford Advisory Group, a Chicago-based investment consulting firm where I spearheaded the firm’s manager research activities. I received his Bachelor of Science degree in finance from DePaul University in Chicago, Illinois.

Listed skills include Product Marketing.

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  Principal | Financial Advisor

  Captrust

  Oct 1996 - Present