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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.

Cassandra serves as Client Service Manager. She oversees the client service team and is primarily responsible for providing client and operational support. Cassandra also serves as the lead assistant to Senior Partners Edward R. Allen, and Steven S. Russo. Cassandra has over 25 years’ experience in the financial services industry. Prior to joining Eagle in 2008, Cassandra was employed by Oppenheimer & Co., Inc. as a Marketing Coordinator and Sales Assistant to the Institutional Equity Sales Division.

Rachel serves as Marketing Director. She is responsible for the creation of the firm's branding strategies, client communications and marketing collateral. She 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.