Profil
Mr. Cory Eagerman is a Senior Fund Research Analyst at IRON Financial LLC.
He joined IRON Financial in 2018.
He works closely with the IRON Research team to select and evaluate funds and monitor investment managers for IRON’s ERISA 3(38) Investment Fiduciary solutions and IRON’s investment strategies.
Previously, he was an Associate Director, Manager Selection for Morningstar, LLC where he performed fund due diligence and designed fund menus for retirement plans.
He spent nearly eleven years with Morningstar, LLC, and the majority of his efforts were related to fund analysis and client engagements in the retirement space.
He also worked at Merrill Lynch for three years supporting advisory and high net worth clients.
He received his undergraduate degree from the University of Wisconsin.
Aktive Positionen von Cory Eagerman
| Unternehmen | Position | Beginn |
|---|---|---|
IRON Financial LLC
 IRON Financial LLC Investment ManagersFinance IRON Financial LLC is a SEC-registered investment advisor headquartered in Northbrook, Illinois. The firm was founded in 1994 by Aaron Izenstark and Howard Nixon. They are a subsidiary of IRON Holdings LLC, itself is owned by IRON Financial Management, Inc. IRON Financial also provides the advisory services to individuals, high net-worth individuals, investment companies (including mutual funds), pension and profit-sharing plans (other than plan participants), charitable organizations, and corporations and other businesses. | Analyst-Equity | 01.09.2018 |
Ehemalige bekannte Positionen von Cory Eagerman
| Unternehmen | Position | Ende |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | - |
Ausbildung von Cory Eagerman
| University of Wisconsin | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Herr
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Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
IRON Financial LLC
IRON Financial LLC Investment ManagersFinance IRON Financial LLC is a SEC-registered investment advisor headquartered in Northbrook, Illinois. The firm was founded in 1994 by Aaron Izenstark and Howard Nixon. They are a subsidiary of IRON Holdings LLC, itself is owned by IRON Financial Management, Inc. IRON Financial also provides the advisory services to individuals, high net-worth individuals, investment companies (including mutual funds), pension and profit-sharing plans (other than plan participants), charitable organizations, and corporations and other businesses. | Finance |
