Meet Jeffrey Egan Managing Director

Jeffrey Egan

Prior to joining ShoreBridge, Mr. Egan was a Principal at RS Investments, a privately owned investment boutique. While at RS, he helped to build the institutional and private client platform, select investment strategy and grow the business globally.

Previously he was a Senior Managing Director at HSBC Global Asset Management, where he helped to establish and build the US business and delivered hedge fund, smart beta and emerging market debt and equity solutions to multinational companies and private investors.

Mr. Egan began his career at Kidder Peabody & Co., trading short term fixed income and building portfolios for US institutional clients. Following, he joined Chase Manhattan (JP Morgan) and helped to build the asset management platform, working with corporate, endowment and family office investors across the country. Mr. Egan then held progressively senior roles at BMO Capital Markets in Chicago, in the firm’s financial sponsors group.

He is active philanthropically, serving disadvantaged youth through 360Youth Services and Econ Illinois, and lives with his wife and three children outside Chicago.

Mr. Egan currently holds FINRA Series 7 registration as well as Series 63 registration.

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