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 Investment Management Corp. (North Star) is a SEC-registered investment advisor firm headquartered in Chicago, Illinois. The firm was founded in 2003 and is a subsidiary of North Star Financial Services Corp. North Star offers its advisory services to individuals, pension and profit sharing plans (which include ERISA plans), trusts, estates, charitable organizations, and corporations or other business entities. The firm also provides investment advice to the North Star Mutual Funds, which are open-end mutual funds registered under the Investment Company Act of 1940 and to state or municipal government entities. | Gestionnaire de Portefeuille-Actions | 01/01/2010 |
Anciens postes connus de Sharon Lee Egan
| Sociétés | Poste | Fin |
|---|---|---|
| Chase Bank of Texas NA | Corporate Officer/Principal | - |
ABN AMRO Bank NV (NY Branch)
 ABN AMRO Bank NV (NY Branch) Regional BanksFinance ABN AMRO Bank NV (New York) serves as a representative office of ABN Amro NV in the United States. It provides commercial banking services to clients in the retail, private and commercial sectors. The company was founded on April 25, 2010 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Bank of America Capital Advisors LLC
 Bank of America Capital Advisors LLC Investment ManagersFinance Founded in 1998, Bank of America Capital Advisors LLC is a hedge fund manager and private equity fund-of-funds advisor located in Boston. They are a subsidiary of NB Holding Corp and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Corporate Officer/Principal | - |
Formation de Sharon Lee Egan
| Indiana University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
North Star Investment Management Corp.
North Star Investment Management Corp. Investment ManagersFinance North Star Investment Management Corp. (North Star) is a SEC-registered investment advisor firm headquartered in Chicago, Illinois. The firm was founded in 2003 and is a subsidiary of North Star Financial Services Corp. North Star offers its advisory services to individuals, pension and profit sharing plans (which include ERISA plans), trusts, estates, charitable organizations, and corporations or other business entities. The firm also provides investment advice to the North Star Mutual Funds, which are open-end mutual funds registered under the Investment Company Act of 1940 and to state or municipal government entities. | Finance |
Bank of America Capital Advisors LLC
Bank of America Capital Advisors LLC Investment ManagersFinance Founded in 1998, Bank of America Capital Advisors LLC is a hedge fund manager and private equity fund-of-funds advisor located in Boston. They are a subsidiary of NB Holding Corp and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Finance |
| Chase Bank of Texas NA | Finance |
ABN AMRO Bank NV (NY Branch)
ABN AMRO Bank NV (NY Branch) Regional BanksFinance ABN AMRO Bank NV (New York) serves as a representative office of ABN Amro NV in the United States. It provides commercial banking services to clients in the retail, private and commercial sectors. The company was founded on April 25, 2010 and is headquartered in New York, NY. | Finance |
