Chris Egan
Regional Director at Eaton Vance | Greater Houston
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Chris Egan serves as the Regional Director at Eaton Vance, where he plays a pivotal role in overseeing the Independent Channel in South Texas. With a robust background in finance and a comprehensive understanding of investment strategies, Chris has established himself as a trusted advisor in the realm of wealth management. His FINRA qualifications, including Series 6, 7, 63, and 66, underscore his commitment to maintaining high standards of professionalism and compliance in the financial services industry.
In his current role, Chris is responsible for driving growth and enhancing client relationships within the Independent Channel. He leverages his expertise in retirement planning and asset allocation to develop tailored investment solutions that meet the unique needs of his clients. His proficiency in portfolio management and asset management allows him to guide clients through complex financial landscapes, ensuring they are well-positioned for long-term success.
Key projects that Chris has spearheaded include the implementation of innovative investment strategies that focus on mutual funds and diversified portfolios, aimed at maximizing returns while managing risk. His adept use of Microsoft Office tools enhances his ability to analyze market trends and present actionable insights to both clients and colleagues. As a leader in his field, Chris is dedicated to fostering a culture of excellence and integrity, making him a valuable asset to Eaton Vance and the financial community at large. Through his unwavering commitment to client success and strategic vision, Chris Egan continues to make significant contributions to the evolving landscape of wealth management in South Texas.
Regional Director at Eaton Vance in May 2023 to Present
Regional Director at Janus Henderson Investors in January 2012 to May 2023
V.P. Investment Consultant at Calamos Investments in January 2009 to January 2012
Regional Vice President at Transamerica in January 2005 to January 2009
Regional Sales Director at Voya Investment Management in January 2001 to January 2005
Regional Vice President at Van Kampen Funds in January 1994 to January 1999
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Retirement Planning
Microsoft Office
Asset Allocation
Asset Management
Series 7
Investments
Management
Mutual Funds
Wealth Management
Portfolio Management
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Discover more about Eaton VanceWhat is Chris Egan email address?
Email Chris Egan at [email protected]. This email is the most updated Chris Egan email found in 2026.
What is Chris Egan phone number?
Chris Egan phone number is +17132525430.
How to contact Chris Egan?
To contact Chris Egan send an email to [email protected]. If you want to call Chris Egan try calling on +17132525430.
What company does Chris Egan work for?
Chris Egan works for Eaton Vance
What is Chris Egan's role at Eaton Vance?
Chris Egan is Regional Director
What industry does Chris Egan work in?
Chris Egan works in the Machinery Manufacturing industry.
Chris Egan Email Addresses
Chris Egan Phone Numbers
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