![Timothy Wood Egan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Timothy W.
Egan, CFA, is a Senior Managing Director & Equity Portfolio Manager at Wellington Management Co. LLP.
He is a member of the Mid Cap Opportunities (MCO) team.
Mr. Egan conducts fundamental company analysis, with a particular focus on the consumer, technology and real estate sectors.
His research supports the investment decision making for a range of portfolios managed for clients of the firm.
Previous to joining the MCO team in June 2023, he spent his Wellington career on the Global Contrarian team.
Mr. Egan's sector focus was across consumer, technology, industrials, and real estate and responsibilities included portfolio construction, risk management and stock selection.
Prior to joining Wellington Management in 2006, Mr. Egan worked as a Financial analyst at Goldman Sachs (2004 – 2006).
He earned his BA in politics and economics from Princeton University (2004).
Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.
Postes actifs de Timothy Wood Egan
| Sociétés | Poste | Début |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Analyst-Equity | 01/01/2006 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
1
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
