Timothy A Egan

Employer firm

First Manhattan Co. LLC CRD 325281

$38.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 05/2022
  Chubb
  New York, NY
• 06/2022 → 06/2023
  Citigroup
  New York, NY
• 09/2013 → 05/2017
  Iona Preparatory School
  New Rochelle, NY
• 08/2017 → 05/2021
  Clemson University
  Clemson, SC
• 06/2016 → 08/2018
  Westchester Country Club
  Rye, NY
• 06/2019 → 07/2020
  Chubb
  New York, NY
• 07/2023 → 03/2026
  Morgan Stanley
  Boston, MA
• 03/2026 → Present
  First Manhattan
  New York, NY

Previous Registrations

• 2023-08-04 → 2026-03-10
  Morgan Stanley
  Boston, MA
• 2023-03-03 → 2023-07-27
  Citigroup Global Markets Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-03-03

Other Names

• Tim Egan
• Timmy Egan
• Timothy Egan