Timothy W. Egan, CFA

Senior Managing Director at Wellington, Equity Portfolio Manager

Background

Timothy W. Egan, CFA is a member of the Mid Cap Opportunities (MCO) team. Tim 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. Tim works in our Boston office.

Previous to joining the MCO team in June 2023, Tim spent his Wellington career on the Global Contrarian team. Tim’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, Tim worked as a financial analyst at Goldman Sachs (2004 – 2006).

Tim 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.