TC Wealth Partners  
Tom Egan
Thomas B. Egan - Senior Portfolio Manager

Thomas B. Egan


Senior Portfolio Manager

  Wealth Management Team 
  Investment Committee

Tom Egan’s ability to integrate an incisive analytical mind with an acute understanding of people makes him a valuable asset to the company’s Investment and Wealth Management teams. “I thrive on combining the analytical challenge of constructing a portfolio with the interpersonal skills to communicate recommendations and see them work for our clients and their families,” Tom says.

Tom has over 25 years of financial analysis and portfolio management experience. He began his financial career as an analyst and then progressed to providing business valuation services on a wide variety of industries. “I enjoyed the work but knew my results would always be hypothetical. I wanted to deal with real world situations and outcomes.” Hence Tom’s transition to private wealth management in 2001. He has had the pleasure and privilege of working with successful professionals and entrepreneurs, wealthy individuals and multi-generational family wealth.

Prior to joining the firm, Tom worked at U.S. Trust where he held market investment director and senior portfolio manager positions.

Tom graduated from the University of Denver with a B.S. in business management and received his MBA in finance from DePaul University. He holds a Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute (IWI™) in conjunction with the Wharton School of Business.

Tom’s community and professional associations include the DePaul University M Demon Fund Advisory Board and the St. Ignatius College Prep Business Society.

Investments & Wealth Institute (IWI™) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IWI’s initial and ongoing credentialing requirements for investment management consultants.