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This profile was last updated on 12/3/15  and contains information from public web pages and contributions from the ZoomInfo community.

Senior Vice President and Portfol...

Phone: (877) ***-****  
Local Address:  Charlotte , North Carolina , United States
Community Capital Management , Inc.
2500 Weston Road Suite 101
Weston , Florida 33331
United States

Company Description: Community Capital Management, Inc. (CCM) is committed to serving and bettering our environment, communities nationwide, and the areas in which we live and work....   more
Background

Employment History

Board Memberships and Affiliations

Education

  • MBA
    Case Western Reserve University
  • BBA , Finance
    Kent State University
38 Total References
Web References
Julie ...
www.ccmalternativeincome.com, 25 Oct 2015 [cached]
Julie Egan
Director of Municipal Research, Portfolio Manager
Julie Egan is Director of Municipal Research, Portfolio Manager at Community Capital Management primarily responsible for municipal credit analysis and research. She also works with the portfolio management team in structuring new deals on behalf of clients. Julie was previously a Senior Municipal Research Analyst and Director at Evergreen Asset Management Corporation, Wachovia's asset management arm and currently Wells Cap. Prior to that, she was a Senior Municipal Research Analyst for John Nuveen & Company, Inc. in Chicago. Julie began her investment career in 1986 and holds a BBA in Finance from Kent State University and an MBA from Case Western Reserve University. She has been a consistent nominee for Smith's All-Star Municipal Analyst Team (Housing) and was elected to the 2013 All-Star Third Team in Housing and 2014 All-Star Second Team in Housing. Julie serves on the Board and as Secretary of the National Federation of Municipal Analysts and on the Board of the Southern Municipal Finance Society. She previously served as President for the Southern Municipal Finance Society from 2008 to 2010 and 2012. Julie is an associate member of the CFA Institute and the CFA North Carolina Society. Julie holds her FINRA Licenses: Series 6 & 63.
Our Team
www.crafund.com, 15 Sept 2015 [cached]
Julie Egan
Portfolio Manager
Julie Egan is a Portfolio Manager at Community Capital Management primarily responsible for municipal credit analysis and research. She also works with the portfolio management team in structuring new deals on behalf of clients. Julie was previously a Senior Municipal Research Analyst and Director at Evergreen Asset Management Corporation, Wachovia's asset management arm and currently Wells Cap. Prior to that, she was a Senior Municipal Research Analyst for John Nuveen & Company, Inc. in Chicago. Julie began her investment career in 1986 and holds a BBA in Finance from Kent State University and an MBA from Case Western Reserve University. She has been a consistent nominee for Smith's All-Star Municipal Analyst Team (Housing) and was elected to the 2013 All-Star Third Team in Housing and 2014 All-Star Second Team in Housing. Julie serves on the Board and as Secretary of the National Federation of Municipal Analysts and on the Board of the Southern Municipal Finance Society. She previously served as President for the Southern Municipal Finance Society from 2008 to 2010 and 2012. Julie is an associate member of the CFA Institute and the CFA North Carolina Society. Julie holds her FINRA Licenses: Series 6 & 63.
Board of Governors
www.nfma.org, 5 Jan 2016 [cached]
Julie Egan Treasurer
NFMA Officers & Staff 2015
www.nfma.org, 5 Jan 2016 [cached]
2015 Treasurer - Julie Egan
Our Team
www.ccmfixedincome.com, 27 April 2015 [cached]
Julie Egan
Portfolio Manager
Julie Egan is a Portfolio Manager at Community Capital Management primarily responsible for municipal credit analysis and research. She also works with the portfolio management team in structuring new deals on behalf of clients. Julie was previously a Senior Municipal Research Analyst and Director at Evergreen Asset Management Corporation, Wachovia's asset management arm and currently Wells Cap. Prior to that, she was a Senior Municipal Research Analyst for John Nuveen & Company, Inc. in Chicago. Julie began her investment career in 1986 and holds a BBA in Finance from Kent State University and an MBA from Case Western Reserve University. She has been a consistent nominee for Smith's All-Star Municipal Analyst Team (Housing) and was elected to the 2012 All Star First Team in Housing and 2013 All Star Third Team in Housing. Julie serves on the Board and as Secretary of the National Federation of Municipal Analysts and on the Board of the Southern Municipal Finance Society. She previously served as President for the Southern Municipal Finance Society from 2008 to 2010 and 2012. Julie is an associate member of the CFA Institute and the CFA North Carolina Society. Julie holds her FINRA Licenses: Series 6 & 63.
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