Timothy Egan

Principal,
Financial Advisor

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

Timothy Egan is an institutional advisor based in Chicago, IL.

Tim joined CAPTRUST in 2021 from Ellwood Associates. As a principal and financial advisor, he is responsible for providing investment advisory services to clients with a focus on not-for-profit hospital/healthcare institutions, corporate retirement plans, endowments, and foundations. Tim’s focus is to help clients achieve their financial objectives through disciplined, methodical strategies, appropriate risk and return profiles, and a strong commitment to client partnership.

Prior to joining the firm, Tim led Ellwood’s healthcare practice, was a member of the board of directors, and was a member of the traditional manager research committee.

Tim has worked at Stratford Advisory Group, a Chicago-based investment consulting firm where he spearheaded the firm’s manager research activities. Tim holds a Bachelor of Science degree in finance from DePaul University in Chicago, Illinois.

Education

  • Bachelor of Science degree in finance from DePaul University

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Chicago)
  • Barron’s Top Institutional Consultants | 2023 (Team Chicago)

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.