Client Service Contacts
Steven S. Russo
Steven is a co-founder and Senior Partner of Eagle Global Advisors. Steven serves as Director of Client Service and is a member of the investment committees for the firm’s strategies. He is also a Portfolio Manager for a variety of institutional and high net worth clients. Prior to founding Eagle, Steven was employed by Eagle Management & Trust Company and Criterion Investment Management Company. Steven earned a bachelor’s degree in Finance from the University of Texas and an MBA from Rice University. Steven also serves as a Board Member of the M.A. Wright Fund at Rice University’s Jones School of Management.
Brian J. Ward, CFA
Managing Director, Head of Distribution
Brian joined Eagle in 2023 and oversees financial adviser and institutional sales across all product lines. Prior to joining Eagle, Brian served as Managing Partner, Head of Advisor Services at Chartwell Investment Partners. He served on Chartwell's Executive Committee and directed all aspects of the firm's Intermediary Business. His previous experience includes roles as Executive Director at UBS, where he served as Director of Institutional Consulting and Senior Vice President at Smith Barney where he served as Divisional Director for the Consulting Group. Brian earned a BS and MBA in Finance from the University of Delaware. He holds the Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designations and is a member of the CFA Institute and the CFA Society of Philadelphia.
Manager of Administration
Pat serves as Manager of Administration and is responsible for the administration team along with the Energy Infrastructure client service team. She also works closely with the manager of portfolio accounting on separately managed account strategies. Pat has over 33 years’ experience in the financial services industry. Prior to joining Eagle in 2004, Pat was employed by WestLB Asset Management, Nicholas Applegate Capital Management, Transamerica Asset Management, and Criterion Investment Management.
Rachel B. Neal
Marketing Communications Manager
Rachel serves as Marketing Communications Manager. She is responsible for the creation of the firm's branding strategies, client communications and marketing collateral. She also oversees the quarterly update cycle, manages data requests from consultants and financial intermediaries, and provides marketing support for business development and client service activities. Prior to joining Eagle, Rachel worked in marketing and business development for a civil engineering firm. She received a bachelor’s degree in Business Administration from the University of Tennessee and a Masters in Marketing and Brand Management from Istituto Marangoni, Milan, Italy.