Michael J. Egan, CFP®, CIMA®

Session Title: Direct Indexing: What it is and Why are Advisors Embracing It

About Mike

Mike is a Senior Vice President at First Trust Investment Solutions (FTIS). He has spent his professional career developing and servicing client referral channels, including Turnkey Asset Manager Platforms, Broker Dealers, and Registered Investment Advisors. At FTIS, Mike’s role is to help Financial Professionals and their clients understand the strategies managed by the First Trust Custom Option Solutions team.

Mike started his career at a major Wall Street bank in 1990 on the institutional fixed income derivatives desk, created the Corporate & Executive Services Group at Legg Mason in 1997, created the Single Stock Risk Management group at Moors & Cabot in 2005, founded Gyroscope Capital Management Group in 2006, and has consistently brought the potential benefits of options to institutional and retail clients ever since.

Mike received an MBA from Duke University Fuqua School of Business, a MA in Economics from New York University, and a BA in Economics from the College of William & Mary. McGraw-Hill published his first book, Your Stronger Financial Future, in 2011. Mike is a recipient of both the Certified
Financial Professional (CFP®) and the Certified Investment Management Analyst (CIMA®) designations.