Thomas B. Egan, CIMA®

Tom joined Vestor Capital in 2018 as a Wealth Management Advisor. He brings over 25 years of financial analysis and portfolio management experience to the team and is responsible for strengthening client relationships and developing new business. Tom provides sophisticated investment and financial guidance to successful professionals, entrepreneurs and high net worth individuals and families. He advises on a broad range of matters including investment management, retirement, estate planning and risk management. Tom understands that each client has unique circumstances and constructs personalized plans to help each individual meet their goals.

Prior to joining Vestor, Tom held senior portfolio and investment management positions at Trust Company of Illinois and U.S. Trust. Tom received a Bachelor of Science degree in Business Management from University of Denver and an M.B.A. from DePaul University. He holds a Certified Investment Management Analyst (CIMA®) designation from the Investments and Wealth Institute.

In his spare time, Tom enjoys boating, mentoring students at his alma maters, and following the exploits, including improv comedy, of his three children.

Professional Licenses: Series 65, CIMA®

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