Michael J. Egan, CFP®, CIMA®

Managing Director, Investments

999 Vanderbilt Beach Road
Suite 102
Naples, Florida 34108
Phone: (239) 449-7999
Toll Free: (866) 459-9998
Connect with me: linked in

Profile

Michael Egan has principal responsibility for the management of the Single Stock Risk Management Group. He is a Certified Investment Management Analyst™ (CIMA®) and is a member of the Investment Management Consultants Association (IMCA), as well as a Certified Financial Planner™ (CFP®) and a member of the Financial Planning Association. An equity risk management specialist, Michael Egan advises private clients and Financial Advisors in designing appropriate wealth preservation strategies, such as hedging and diversification, and structures and executes these transactions.

Michael joined Moors & Cabot in 2005 to found the Single Stock Risk Management Group. Previously, he founded the Corporate & Executive Services Group at Legg Mason, where he was employed from 1994 to 2005. Prior to Legg Mason, He spent three years structuring and executing swap and derivative transactions totaling over $8 billion for Fortune 50 companies at American Express/Lehman Brothers in New York City.

Mike Egan served from 1996 to 2004 on the President’s Advisory Council and the Career Development Committee of Goodwill Industries of the Chesapeake, Inc.

Michael Egan received a Bachelor of Arts degree in Economics from the College of William and Mary, a Master of Arts degree in Economics from New York University, and a Master of Business Administration degree from the Fuqua School of Business at Duke University. He is a graduate of the London School of Economics and Political Science General Course Program.

A nationally recognized speaker, he has addressed dozens of professional audiences across the United States on equity risk management and investment management strategies.

A Registered Representative, Mike Egan holds Series 3, 4, 7, 9, 10, 24, 63 and 65 licenses. He is a former member of the Equity Derivatives Committee of the International Swap and Derivatives Association, Inc. He served on the Board of Directors for the Pelican Bay Foundation as Secretary for 2005-2008, in Naples, Florida.

 

 

 

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Michael J. Egan, CFP®, CIMA®
  1. Team
  1. Anthony Cirillo

    Anthony Cirillo

    Telephone: (239) 449-7992

    Email: acirillo@moorscabot.com

    Robert Carr

    Robert Carr

    Vice President - Investments

    Telephone: (239) 449-7982

    Email: rcarr@moorscabot.com

    Sarah Wolf

    Sarah Wolf

    Vice President

    Telephone: (866) 459-9998

    Email: shwolf@moorscabot.com