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.
Shelley serves as Senior Vice President, Compliance and Operations and works to develop, enforce, and maintain Eagle’s compliance policies and ensure they are reasonable designed to prevent violations. Shelley also manages the Fund Administration team and oversees the firm’s operational issues and agendas. 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 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 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 12 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.
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.
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.
Shelley serves as Senior Vice President, Compliance and Operations and works to develop, enforce, and maintain Eagle’s compliance policies and ensure they are reasonable designed to prevent violations. Shelley also manages the Fund Administration team and oversees the firm’s operational issues and agendas. 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 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 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 12 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.
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.
