Timothy S. Egan
Relationship Manager, Wealth Advisory
Tim Egan is a Wealth Advisor in Glenmede’s Philadelphia office. In this role, he is responsible for providing thoughtful wealth management advice, solutions for fiduciary, charitable, financial, and wealth transfer planning, and trust and account administration. He partners with investment, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.
Prior to joining Glenmede, Mr. Egan worked at J.P. Morgan, where he served as an Executive Director and Trust Officer working with ultra-high-net-worth families. During his time at J.P. Morgan, he also served as Fiduciary Executive and Team Leader for the Delaware trust practice. Mr. Egan began his career as a Client Relationship Officer at a multi-family office in Bryn Mawr, Pennsylvania.
Mr. Egan received his Juris Doctor degree from Villanova University School of Law and his Bachelor of Arts degree from Boston College.
Mr. Egan has been a speaker and panelist on the topics of trust & estate planning and administration at the Delaware Bankers Association Trust Conference and other industry events. He is a member of the Philadelphia Estate Planning Council.
B.A., Boston College
J.D., Villanova University School of Law
Philadelphia Estate Planning Council