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This profile was last updated on 3/1/14  and contains information from public web pages and contributions from the ZoomInfo community.

Senior Vice President and Portfol...

Phone: (704) ***-****  HQ Phone
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

  • President
    Southern Municipal Finance Society
  • Senior Municipal Research Analyst and Director
    Evergreen Asset Management Corporation
  • Senior Municipal Research Analyst
    John Nuveen & Company , Inc.

Board Memberships and Affiliations

Education

  • MBA
    Case Western Reserve University
  • BBA , Finance
    Kent State University
27 Total References
Web References
Our Team
www.crafund.com, 1 Mar 2014 [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.
Julie Egan SMFS ...
www.nfma.org, 12 Sept 2012 [cached]
Julie Egan SMFS
FT. LAUDERDALE, FL (November 20, 2013) ...
www.crafund.com, 20 Nov 2013 [cached]
FT. LAUDERDALE, FL (November 20, 2013) - Community Capital Management, Inc. (CCM) is pleased to announce that Julie Egan, portfolio manager, was elected to serve as Secretary of the National Federation of Municipal Analysts (NFMA) and Barbara VanScoy, chief impact investment officer, was elected to serve as President of the Southern Municipal Finance Society (SMFS).
...
"Julie and Barbara have been actively involved in the NFMA and SMFS for over 20 and 10 years, respectively, and we we are extremely proud of their involvement and recent elections," said Todd Cohen, president and chief investment officer.
...
Ms. Egan is currently serving a term as president of the SMFS and is also on the board of the NFMA. She has been a consistent nominee for SMITH's All-Star Municipal Analyst Team (Housing) over the last five years and was also recently asked to participate as a member of the Governmental Accounting Standards Board's (GASB) Task Force on Fiduciary Responsibilities. She is frequently an invited speaker to nationally recognized housing conferences given her extensive background and experience in the municipal housing sector.
...
Ms. Egan and Ms. VanScoy will become Secretary of the NFMA and President of the SFMS, respectively, in January 2014.
Community Capital Management
www.esgmanagers.com, 8 Oct 2012 [cached]
Julie Egan Julie Egan is a Senior Vice President and a Portfolio Manager at Community Capital Management. In her role, Julie is 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 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 received 1st place in 2007 and 2008 and 2nd place in 2009 and 2010 for Smith's All-Star Municipal Analyst Team. Julie serves on the Board of the National Federation of Municipal Bond Analysts and the Southern Municipal Finance Society. She also served as President for the Southern Municipal Finance Society from 2008 to 2010.
Our Team
www.ccmfixedincome.com, 4 Oct 2012 [cached]
Julie Egan Senior Vice President and Portfolio Manager Julie is a Senior Vice President and a Portfolio Manager. In her role, Julie is 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. 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 received 1st place in 2007 and 2008, 2nd place in 2009 and 2010, and 3rd place for Smith's All-Star Municipal Analyst Team (Housing). Julie serves on the Board of the National Federation of Municipal Bond Analysts and is currently President of the Southern Municipal Finance Society. She also served as President for the Southern Municipal Finance Society from 2008 to 2012. Julie is a member of the CFA Institute and the CFA North Carolina Society.
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