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Wrong Julie Egan?

Julie Egan

Senior Vice President and Portfolio Manager

Community Capital Management , Inc.

HQ Phone:  (877) 272-1977

Direct Phone: (980) ***-****direct phone

Email: j***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Community Capital Management , Inc.

2500 Weston Road, Suite 101

Weston, Florida,33331

United States

Company Description

Community Capital Management, Inc. is an independently-owned investment adviser registered with the Securities and Exchange Commission. Headquartered in Fort Lauderdale, Florida with offices in Charlotte, North Carolina and Boston, Massachusetts, the firm was ... more

Find other employees at this company (32)

Background Information

Employment History

Senior Municipal Research Analyst

John Nuveen & Co.


Master Underwriter

Nationwide Insurance Company


Senior Municipal Research Analyst and Director

Evergreen Investments


Affiliations

National Federation of Municipal Analysts

Board Member


CFA North Carolina Society

Associate Member


Chartered Financial Analyst

Associate Member


CFA Institute

Associate Member


Education

BBA

Finance

Kent State University


MBA

Case Western Reserve University


Web References(50 Total References)


Community Capital Management | Our Team

www.ccminvests.com [cached]

Julie Egan
Director of Municipal Research, Portfolio Manager Team Julie Egan is Director of Municipal Research, Portfolio Manager at Community Capital Management primarily responsible for municipal credit analysis and research. As part of the portfolio management team, Julie assists in analyzing and structuring new deals on behalf of clients. Julie is also a member of the Investment Management and Trading Committee. In 2015, Ms. Egan was elected to the Smith's All Star First Analyst Team in Housing and has been a consistent nominee for Smith's All-Star Municipal Analyst Team. In 2016 and 2014 she was elected to its second team. In 2013 she was elected to its third team. Julie became Chair of the National Federation of Municipal Analysts in early 2017. She previously served as President for the Southern Municipal Finance Society from 2008 to 2010 and 2012. Prior to CCM, Julie was 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 and began her investment career in 1986. Julie holds a BBA in Finance from Kent State University and an MBA from Case Western Reserve University and holds her FINRA Licenses: Series 6 & 63. She is an associate member of the CFA Institute and the CFA North Carolina Society.


Our Team

www.ccmalternativeincome.com [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 2012 All Star First Team in Housing; 2013 All Star Third Team in Housing; 2014 All-Star Second Team in Housing and 2015 All Star First Team in Housing. Julie serves on the Board and as Vice Chair of the National Federation of Municipal Analysts. 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.


www.ccminvests.com

Julie Egan
Director of Municipal Research, Portfolio Manager Team Julie Egan is Director of Municipal Research, Portfolio Manager at Community Capital Management primarily responsible for municipal credit analysis and research. As part of the portfolio management team, Julie assists in analyzing and structuring new deals on behalf of clients. Julie is also a member of the Investment Management and Trading Committee. In 2015, Ms. Egan was elected to the Smith's All Star First Analyst Team in Housing and has been a consistent nominee for Smith's All-Star Municipal Analyst Team. In 2014 and 2013 she was elected to its Second Team and Third Team, respectively. Julie serves on the Board and as Vice Chair of the National Federation of Municipal Analysts. She previously served as President for the Southern Municipal Finance Society from 2008 to 2010 and 2012. Prior to CCM, Julie was 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 and began her investment career in 1986. Julie holds a BBA in Finance from Kent State University and an MBA from Case Western Reserve University and holds her FINRA Licenses: Series 6 & 63. She is an associate member of the CFA Institute and the CFA North Carolina Society.


www.ccminvests.com

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; 2014 All-Star Second Team in Housing and 2015 All Star First Team in Housing. Julie serves on the Board and as Vice Chair of the National Federation of Municipal Analysts. 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 [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; 2014 All-Star Second Team in Housing and 2015 All Star First Team in Housing. Julie serves on the Board and as Vice Chair of the National Federation of Municipal Analysts. 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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