Colman Egan

Custody Operations Specialist

Mr. Colman Egain joined the firm in 2024. As a Custody Operations Specialist, Colman is primarily responsible for maintaining mutual fund accounts and trades, income posting, and resolving trade settlement issues. Colman also works closely with Portfolio Managers, Investment Officers, and Shared Services team members to ensure the successful and timely transfers of accounts both internally and externally.

Contact Information

484.253.6602

Certifications & Education

B.A., Lafayette College