Mr. Egan is Founder and President of Gyroscope Capital Management Group (“Gyroscope Capital”). In addition to chairing the Investment Committee, his principal duties include advising financial advisors and their wealthy clients regarding investment management and financial planning of their concentrated positions and income needs.
He is a Certified Investment Management Analyst (CIMA®) and Certified Financial Planner™ (CFP®), and is a member of the Investment Management Consultants Association (IMCA) and the Financial Planning Association.
Prior to founding Gyroscope Capital, Mr. Egan joined Legg Mason in 1994 from American Express/Lehman Brothers, where he spent three years structuring and executing swap and derivative transactions totaling over $8 billion for Fortune 50 companies. At Legg Mason Mr. Egan founded and managed the Corporate and Executive Services Group, which specialized in providing corporate executives and their families with comprehensive wealth management services. The Group managed in excess of $300 million for executives.
Mr. Egan served on the President’s Advisory Council and the Career Development Committee of Goodwill Industries of the Chesapeake, Inc. from 1996 to 2003. He was also on the Board of Directors for the Pelican Bay Foundation as Secretary from 2005-2008, in Naples, Florida. Mr. Egan is a former member of the Equity Derivatives Committee of the International Swap and Derivatives Association, Inc.
Mr. Egan received a Bachelor of Arts degree in Economics from the College of William and Mary, a Master of Arts degree in Economics from New York University, and a Master of Business Administration degree from the Fuqua School of Business at Duke University. He is a graduate of the London School of Economics and Political Science General Course Program.
A nationally recognized speaker, Mr. Egan has addressed dozens of professional audiences across the United States on equity risk and investment management strategies. His book Your Stronger Financial Future was published in September 2011 by McGraw-Hill and is available at all major bookstores.
A Registered Representative with Moors & Cabot, Inc, Mr. Egan holds Series 3, 4, 7, 9, 10, 24, 63 and 65 licenses.
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Mr. Carr joined Gyroscope Capital Management Group in 2008. Mr. Carr has been Lead Portfolio Manager since 2010 and has been instrumental in the development of the underlying multi-factor models and option overlay. Mr. Carr also has acted as the Senior Trader for Gyroscope Capital since 2008. Mr. Carr also developed and implemented the Large Cap Low Volatility, S&P 500 Optimal Weight and Optimized Listed Option strategies. Mr. Carr also acts as a member of the Investment Committee, GIPS Compliance Officer and Chief Operations Officer.
Prior to Gyroscope Capital, Mr. Carr was employed with Creative Touch Interiors where he worked as a commercial project estimator. Mr. Carr oversaw projects such as the Miami Dolphins Stadium Renovation and High Point Towers in Ft Myers, FL.
Mr. Carr received a Bachelor of Science degree in Chemical Engineering from the University of Florida and a Master of Business Administration degree from Florida Gulf Coast University.
A Registered Representative with Moors & Cabot, Inc, Mr. Carr holds Series 4, 7, 24, 66 licenses.
Ms. Wolf has acted on Gyroscope Capital’s Investment Committee since 2010. In addition, Ms. Wolf assists Financial Advisors on hedging, diversification, and other wealth enhancement and protection strategies.
Prior to Gyroscope Capital, Ms. Wolf worked for Legg Mason’s Equity Hedge Group as Director of Client Service with responsibility for coordinating all of the team's services for individual and corporate clients. She joined Legg Mason from Chesapeake Bank and Trust, where she acted as liaison between the bank's trust and brokerage areas and consulted on special projects, including the roll-out of the bank's ATM business.
Ms. Wolf received a Bachelor of Arts degree from Washington College and completed the Hansard Scholars Programme in Parliamentary and Public Policy Studies at the London School of Economics. She is an active member of Women on Wall Street, an organization dedicated to furthering leadership and business opportunities for women in the financial services industry.
A Registered Representative of Moors & Cabot, Inc, Ms. Wolf holds Series 7, 63 and 65 licenses.
Mr. Cirillo joined Gyroscope Capital in 2016 to assist with the analysis, administration and security selection for the firm’s large capitalization portfolios. His principal duties include preparation of materials for the Investment Committee, monitoring and maintenance of client accounts, and research on securities.
Prior to joining Gyroscope Capital, Mr. Cirillo was employed with SK2 Capital, where he worked as an Investment Analyst. During his employment as SK2 Capital, Mr. Cirillo was responsible for the creation and maintenance of financial models, investor presentations, and research reports related to private equity investment in various emerging technology companies and opportunistic real estate projects.
Mr. Cirillo received a Bachelor of Science degree in Finance from Florida Gulf Coast University and has passed the Level III exam in the CFA® Program.
A Registered Representative with Moors & Cabot, Inc, Mr. Cirillo holds Series 7, 66 licenses.
Ms. Kelliher has been serving as Gyroscope Capital’s Chief Compliance Officer since March of 2016. Ms. Kelliher also works for the Compliance Department at Moors & Cabot, an affiliated firm based in Boston, MA.
Prior to Gyroscope Capital and Moors & Cabot, Ms. Kelliher worked at Metlife where she was the Regional Compliance Coordinator for the New England region. She has also worked for Canaccord Genuity Inc., a Canadian Investment Bank, as well as Morgan Stanley.
Ms. Kelliher received a Bachelor of Arts degree from Stonehill College in Economics. She is an active in various charitable organizations in the Boston area.
As a Registered Representative of Moors & Cabot, Inc, Ms. Kelliher holds Series 3, 7, 24, 63, and 65 licenses.