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About Us

Expertise and Experience

Eagle Global Advisors was built on the foundation of a partnership that began in 1992. With our founding partners still actively managing many of the investment strategies they created, we bring unparalleled experience to the management of our core investment strategies. Experience counts.

Research Edge

Our dedicated teams of research analysts, with an average of over 16 years of experience, conduct all research in-house. This proprietary research affords us unique insights that give us a competitive advantage over other investors operating in the same markets.

Personalized Client Service

Exceptional customer experience is the foundation of our business philosophy. With every transaction, we go the extra mile to exceed expectations and provide a truly positive experience.

100%

Employee owned since inception

22

Employees

$2.5 B

Assets Under Management

Work With Us

Leadership

Edward R. Allen III, Ph.D., CFA

Edward R. Allen III, Ph.D., CFA

Senior Partner

Steven S. Russo

Steven S. Russo

Senior Partner

John F. Gualy, CFA

John F. Gualy, CFA

Senior Partner

Energy Infrastructure

Alex Meier

Alex Meier

Portfolio Manager

Michael Cerasoli, CFA

Michael Cerasoli, CFA

Portfolio Manager

Steve Sherowski

Steve Sherowski

Vice President

Global Equity

Brian Quattrucci, CFA

Brian Quattrucci, CFA

Portfolio Manager

Andrea Bennis, CFA

Andrea Bennis, CFA

Vice President

Bill Cruise, CFA

Bill Cruise, CFA

Vice President

Rajansh Miglani, CFA

Rajansh Miglani, CFA

Vice President

Marketing

Rachel B. Neal

Rachel B. Neal

Marketing Communications Manager

Brian J. Ward, CFA

Brian J. Ward, CFA

Marketing Consultant

Trading

Selena Gonzalez

Selena Gonzalez

Head Trader

Alicia Lee

Alicia Lee

Senior Trader

Compliance and Operations

Jorene Williams

Jorene Williams

Head of Operations

Shelley Milloway

Shelley Milloway

Senior Vice President

Stephen Christie, CPA

Stephen Christie, CPA

Vice President of Finance

Vu Nguyen

Vu Nguyen

Managed Funds Administrator

Reagan Williams

Reagan Williams

Client Service Administrator

Administration

Patricia Finney

Patricia Finney

Manager of Administration

Cassandra Cantu

Cassandra Cantu

Executive Assistant

Chianti Washington

Chianti Washington

Executive Assistant / Office Manager

Information Technology

Duane White

Duane White

IT Manager

Form CRS (Customer Relationship Summary)

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