Jorene Williams

Jorene serves as Manager of Portfolio Accounting and Head of Client Reporting. She also is the lead administrative contact in client service, working with wealth advisors, consultants and individual clients. Jorene has been with Eagle Global Advisors, LLC since its inception in 1996. Previously, she worked for Eagle Management & Trust Co. for nine years in the client reporting and service departments and for Criterion Investment Management Co in a similar position. She has worked in the financial services industry in various capacities for over 30 years.

Patricia Finney

Pat serves as Manager of Administration and is responsible for the administration team along with the Master Limited Partnership client service team. She also works closely with the manager of portfolio accounting on separately managed account strategies. She has worked for Eagle for 13 years and has over 26 years’ experience in the financial services industry. Prior to joining Eagle, Pat was employed by WestLB Asset Management, Nicholas Applegate Capital Management, Transamerica Asset Management, and Criterion Investment Management.

Shelley Milloway

Shelley oversees the firm’s operational issues and agendas and is under development to assume the role of Chief Compliance Officer. Shelley manages the portfolio administration team and IT department which includes oversight of Eagle’s business recovery plan. In addition, Shelley works to develop, enforce, and maintain Eagle’s compliance policies and ensure they are reasonably designed to prevent violations. Prior to joining Eagle Shelley was employed by Cutter Associates, a recognized leader in consulting to the investment management industry. Shelley also worked for WestLB Asset Management, Nicholas Applegate Capital Management, Transamerica Asset Management, and Criterion Investment Management. She earned her bachelor’s Degree in Business Administration from The University of Tennessee.

Stephen Christie, CPA

Stephen serves as Vice President of Finance. He is responsible for the preparation and presentation of quarterly financial statements and works closely with Eagle’s tax advisors for the preparation of the firm’s federal and state tax returns. He also manages other accounting and human resources tasks that entail processing and reviewing payroll, employee benefit analysis and vendor cost comparisons. Prior to joining Eagle, Stephen worked at Moore, Reichl and Baker, a privately held CPA firm, for twelve years. Steven earned his Bachelor of Business Administration from Texas Tech University and holds the Certified Public Accountant designation. He is a member of the CPA Society of Houston and the Texas Society of Certified Public Accountants.

Vu Nguyen

Vu serves as Managed Funds Administrator where he is responsible for overseeing the fund administration of MLP partnerships handled by ALPS Alternative Investment Services, LLC, who is the external administrator. Vu has over twelve years’ experience in the financial services industry. Prior to joining Eagle, Vu worked for AIG as a data analyst. He received his bachelor’s degree in engineering from the University of California, Davis and his Master in Accountancy from the University of Houston.

Cassandra Cantu

Cassandra currently serves as Executive Assistant and provides support to senior partners Edward R. Allen, and Steven S. Russo. She is primarily responsible for providing client and operational support. She has worked for Eagle for nine years and has over 20 years’ experience in the financial services industry. Prior to joining Eagle, Cassandra was employed by Oppenheimer & Co., Inc. as a Marketing Coordinator and Sales Assistant to the Institutional Equity Sales Division.

Jennifer Taylor

Jennifer serves as Executive Assistant, providing administrative support primarily to Partner David Chiaro as well as the other partners as needed. Prior to joining Eagle, Jennifer worked for 5 years in the Investment Management Industry as a Client Relations Manager, where she assisted firm partners, performed day to day account management, and helped produce marketing materials, proposals, and client correspondence. She also previously worked as an Assistant Manager of Public Relations for Neiman Marcus and as a Customer Relations Representative for Clark Wilson Homes, Inc. Jennifer received her Bachelor of Arts in Speech Communication from the University of Houston.

Reagan Williams

Reagan currently serves as Client Service Administrator. She is primarily responsible for client account maintenance, including portfolio accounting administration. She also serves as a backup for operations, as well as assisting with compliance. Prior to joining Eagle in 2015, Reagan graduated from Louisiana State University with a Bachelor of Science in General Business.

Jackie Major

Jackie serves as the Receptionist of Eagle Global Advisors and provides administrative support primarily to Senior Partner Edward R. Allen as well as the other partners as needed. Jackie brings 17+ years of prior customer service experience to Eagle. Prior to joining the firm, Jackie worked in the Oil & Gas industry. She worked for the Facilities Dept with Newfield Exploration for 3 years and prior to that, she was with HighMount Exploration for 10+ years within the similar field, Office Services. It was at HighMount Exploration where she received her FMA certification from IFMA. Three years prior, she worked for Dominion E&P as the Corporate Receptionist which later became known as HighMount Exploration.