No Photo Available

Last Update

2016-07-15T00:00:00.000Z

This profile was last updated on .

Is this you? Claim your profile.

Wrong Julie Egan?

Julie Egan

Senior Vice President and Portfolio Manager

Community Capital Management , Inc.

Direct Phone: (980) ***-****       

Email: j***@***.com

Get ZoomInfo Grow

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow 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. (CCM) is a Fort Lauderdale-based SEC-registered investment adviser that primarily manages fixed income, impact investing portfolios. The firm was founded in 1998 and its fixed income impact investing strategy's primary g ... more

Find other employees at this company (26)

Background Information

Employment History

Senior Municipal Research Analyst and Director

Evergreen Investments

Vice President

Nuveen Investments , Inc.

Vice President

Banc One Corp.

Master Underwriter

Nationwide Insurance Company

Assistant Vice President

National City Bank

Affiliations

Board Member
National Federation of Municipal Analysts

Board Member
Southern Municipal Finance Society

Associate Member
CFA North Carolina Society

Associate Member
Chartered Financial Analyst

Associate Member
CFA Institute

Education

BBA

Finance

Kent State University

MBA

Case Western Reserve University

undergraduate degree

Finance

Kent State University

Web References (59 Total References)


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 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.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; 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.


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.

Similar Profiles

Other People with this Name

Other people with the name Egan

Jon Egan
Opteon Property Group Pty Ltd

Tracy Egan
DeVry Inc.

Kent Egan
Clear Channel Outdoor Inc

Jeniffer Egan
Wegmans

Carmel Egan
Prescare

City Directory Icon

Browse ZoomInfo's Business Contact Directory by City

People Directory Icon

Browse ZoomInfo's
Business People Directory

Company Directory Icon

Browse ZoomInfo's
Advanced Company Directory