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Edward R. Allen III, Ph.D., CFA®
Senior Partner and Portfolio Manager |
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Chair, International Equity Investment Committee |
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| • Joined firm in 1996 |
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• Entered investment
industry in 1993
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| Edward R. Allen III |
Eddie Allen serves as a portfolio manager and analyst of Asian Equities. He is also the Chair of the International Equity Committee, and primary analyst for the Financials and Materials sectors. Prior to founding Eagle, Eddie worked as a portfolio manager and analyst of Asian Equities at Eagle Management and Trust, which was acquired by Boatmen’s Trust Company and then NationsBank. Before entering the investment advisory business, he served as an assistant professor of economics at the University of Houston.
Eddie earned a Ph.D. in economics from the University of Chicago and a B.S. in engineering from Princeton University. A Chartered Financial Analyst, Eddie is also a member of the CFA Institute and the CFA Society of Houston. |
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| *CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute. |
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Thomas N. Hunt III, CFA®, CPA®
Senior Partner and Portfolio Manager |
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Co-Chair, U.S. Equity
Investment Committee |
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Advisor – Client Services
and Marketing |
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| • Joined firm in 1996 |
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• Entered investment
industry in 1992
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| Thomas N. Hunt III |
Thomas Hunt serves as a global investment analyst covering the Consumer Staples, Health Care, and Information Technology sectors. He presides as Co-Chair of the U.S. Equity Investment Committee. Prior to founding Eagle, Thomas was employed by Eagle Management & Trust Company, which was acquired by Boatmen’s Trust Company and then NationsBank. He also worked for the public accounting firm of Ernst & Young.
Thomas earned a MBA from Harvard Business School and a B.S. in accounting from the University of Texas. He holds the Chartered Financial Analyst and Certified Public Accountant designations and is also a member of the CFA Institute, the CFA Society of Houston, and the Texas Society of Certified Public Accountants. |
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| *CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute. |
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Steven S. Russo
Senior Partner and Portfolio Manager |
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Co-Chair, U.S. Equity
Investment Committee |
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Director - Client Services
and Marketing |
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| • Joined firm in 1996 |
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• Entered investment
industry in 1987 |
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| Steven S. Russo |
Steven Russo serves as a portfolio manager and analyst of European Equities and the Consumer Discretionary and Industrials sectors. He presides as Co-Chair of the U.S. Equity Investment Committee. Prior to founding Eagle, Steven was employed by Eagle Management & Trust Company, which was acquired by Boatmen’s Trust Company and then NationsBank. He was also employed previously by Criterion Investment Management Company.
Steven earned a MBA from Rice University and a B.A. in finance from the University of Texas. Steven also serves as a Board Member of the M.A. Wright Fund at Rice University’s Jones School of Management. |
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John F. Gualy, CFA®
Partner and Portfolio Manager |
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| • Joined firm in 1996 |
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• Entered investment
industry in 1992
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| John F. Gualy |
John Gualy serves as a global investment analyst covering the Emerging Markets and the Telecommunication, Utilities and Energy sectors. Prior to founding Eagle, John was employed by Eagle Management & Trust Company, which was acquired by Boatmen’s Trust Company and then NationsBank. Prior to Boatmen’s, John served as director of research for Continental Intervest.
John earned a MBA from Rice University and a B.A. in economics from the University of Texas. John holds the Chartered Financial Analyst designation, is a member of the CFA Institute and is a former president and current member of the Board of the CFA Society of Houston. John is a native of Colombia and is fluent in Spanish. |
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| *CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute. |
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Malcom S. Day CFA®
Partner and Portfolio Manager |
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Chair, Master Limited
Partnerships Investment
Committee |
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Advisor - Client Service |
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| • Joined firm in 2003 |
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• Entered investment
industry in 1992 |
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| Malcom S. Day |
Malcom Day serves as Chairman
of the Master Limited Partnership Investment Committee.
Prior to joining Eagle, Malcom founded Partners Investment Management & Research, LLC, an advisory firm specializing in publicly traded partnerships. Malcom was also employed previously by Criterion Investment Management Company and Payden & Rygel Investment Counsel.
Malcom earned a MBA from the Anderson School at UCLA and a B.S. in engineering from Northwestern University. Malcom holds the Chartered Financial Analyst designation and is also a member of the CFA Institute and the CFA Society of Houston. |
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| *CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute. |
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Although Eagle Global Advisors manages in excess of $4 Billion in assets, it remains a boutique size firm, employing 27 professionals: a seasoned investment team that is supported by an experienced group of research analysts, traders, marketing specialists and administrative staff.
The unity of the firm’s investment team is the key factor in differentiating Eagle from its competitors. The founding partners of Eagle Global Advisors have managed assets together for over sixteen years - through various market cycles. The same team is responsible for developing the philosophy and process Eagle utilizes today.
Since inception of the firm in 1996, the original partners have brought on a variety of qualified professionals who add further depth of knowledge and experience to the firm. The Eagle Global Advisors team developed the investment process the firm implements and is wholly responsible for the results generated since inception of the firm in 1996. The team’s ability to effectively interact and collaborate has been proven and is the key to the firm’s success - both past and present. |
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