Robin Glen
Jeffrey Egan is an experienced investment professional currently serving as a Strategic Advisor at Arax Investment Partners and as a Partner at Robin Glen, where responsibilities include leading revenue efforts for a multi-family office investment platform. Egan's advisory roles extend to Halbar Partners and BioStar Capital, along with founding BTN Advisory, which focuses on sourcing and consulting private investment opportunities. Previous positions include Partner at a Private Family Office, Senior Managing Director at ShoreBridge Capital, and Managing Director at RS Investments, where successful strategies led to company sales and positive returns. Egan's earlier roles at HSBC and BMO Capital Markets involved developing and distributing institutional investment solutions across various asset classes. Academic credentials include a BA in English and Economics from George Mason University, and Egan is an alumnus of the Kellogg School of Management at Northwestern University.
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Robin Glen
Robin Glen is redefining how planning is done. We develop creative ways to solve complex tax and planning issues for entrepreneurial clients, creative risk takers and HNW families, with tailored structuring and life insurance. Our clients are entrepreneurs who successfully disrupt the status quo. One-size-fits-all solutions won't cut it. We are thought leaders who identify the newest ways to deliver results to these clients and their advisors. Not only do we have the experience, knowledge, and network to service our clients, we take the time to truly understand them, their needs, their objectives, and their desired outcomes. That is a powerful combination that delivers results. Our team of experts comes from every part of the financial planning industry and prove the old axiom that the whole is greater than the sum of its parts. We have deep knowledge of insurance, finance, estate and business planning and taxation and bring that expertise to create holistic plans and bespoke solutions for our clients.