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Last Update

2016-02-14T00:00:00.000Z

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Background Information

Employment History

Senior Vice President and Portfolio Manager
Evergreen Investments

Affiliations

Board Member
National Federation of Municipal Analysts

Associate Member
CFA North Carolina Society

Associate Member
CFA Institute

Board Member
Southern Municipal Finance Society

Education

BBA
Finance
Kent State University

MBA

Case Western Reserve University

undergraduate degree
Finance
Kent State University

Web References (58 Total References)


Investor press releases for Community Capital Management

www.ccmfixedincome.com [cached]

Community Capital Management's Michelle Rogers Named a Rising Star of the Year by Traders Magazine; Julie Egan Named to Smith's 2014 All-Star Second Team in Housing

...
Community Capital Management's Julie Egan Named to Smith's 2012 Municipal All-Star Team
...
Julie Egan Joins Community Capital Management As Senior Vice President, Portfolio Manager


Our Team

www.ccmfixedincome.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 and 2014 All-Star Second Team in Housing. Julie serves on the Board and as Treasurer 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.ccmfixedincome.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 and 2014 All-Star Second Team in Housing. Julie serves on the Board and as Treasurer 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.


Julie ...

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 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.


Julie ...

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 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.

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