![Sharon Lee Egan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Sharon Lee Egan
Gestionnaire de Portefeuille-Actions chez
North Star Investment Management Corp.
Profil
Ms. Sharon L.
Egan is a Director of Financial Planning at North Star Investment Management Corp.
Ms. Egan has over 20 years in financial services, much of that in the banking industry, with positions at Bank of America, Chase Bank, and ABN Amro Bank, as a commercial lender, product specialist, and consultant for training.
In 2005 she left banking and in 2010 she joined North Star Investment Management.
She was chairman of the board for the FPA Illinois in 2014, is an instructor at Northwestern University, and speaks to groups around Chicago advocating financial literacy.
She received her undergraduate degree from Indiana University and an MBA from Indiana University.
She is also a Certified Financial Planner and holds Insurance licenses.
Postes actifs de Sharon Lee Egan
| Sociétés | Poste | Début |
|---|---|---|
North Star Investment Management Corp.
 North Star Investment Management Corp. Investment ManagersFinance North Star generally utilizes one or more security analysis methods. Investment strategies may include long-term and short-term purchases, short selling, frequent trading, buying on margin, and option writing, including covered options, uncovered options or spreading strategies. They believe that risk reduction is a key element to long-term investment success. | Gestionnaire de Portefeuille-Actions | 01/01/2010 |
Anciens postes connus de Sharon Lee Egan
| Sociétés | Poste | Fin |
|---|---|---|
Chase Bank of Texas NA
 Chase Bank of Texas NA Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
ABN AMRO Bank NV (NY Branch)
 ABN AMRO Bank NV (NY Branch) Regional BanksFinance Operates as a foreign bank branch | Corporate Officer/Principal | - |
Bank of America Capital Advisors LLC
 Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Corporate Officer/Principal | - |
Formation de Sharon Lee Egan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Bank of America Capital Advisors LLC
Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Finance |
North Star Investment Management Corp.
North Star Investment Management Corp. Investment ManagersFinance North Star generally utilizes one or more security analysis methods. Investment strategies may include long-term and short-term purchases, short selling, frequent trading, buying on margin, and option writing, including covered options, uncovered options or spreading strategies. They believe that risk reduction is a key element to long-term investment success. | Finance |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ABN AMRO Bank NV (NY Branch)
ABN AMRO Bank NV (NY Branch) Regional BanksFinance Operates as a foreign bank branch | Finance |
Chase Bank of Texas NA
Chase Bank of Texas NA Major BanksFinance Provides commercial banking services | Finance |
