Wealth Management
Your Wealth, Our Expertise
Working with Eagle Global
Discovery and Planning
Implementation
Track Progress
Experience
The founding partners at Eagle Global began working together in the wealth management business in 1992. They are still collaborating to help build and preserve wealth for their clients, many of whom have worked with us for over three decades. Experience counts.
Expertise
Over 30 years of practicing wealth management has given us a deep understanding of financial markets, investment strategies and tax planning. These skills allow us to help each client develop a comprehensive financial plan that meets their individual needs and goals.
Work With UsMeet the Team
Steven S. Russo
Senior Partner
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.
Edward R. Allen III, Ph.D., CFA
Senior Partner
Eddie is a co-founder and Senior Partner of Eagle Global Advisors. He serves on the management committee and all investment committees of the firm. In addition to being a co-manager of the Eagle MLP Strategy Fund, he is a Portfolio Manager for a variety of institutional and high net worth clients. Eddie is a co-creator of many of the portfolio strategies and proprietary investment management tools of the firm. Eddie received a Ph.D. in Economics from the University of Chicago and his B.S.E. in Engineering from Princeton University. Eddie holds the Chartered Financial Analyst (CFA) designation and is also a member of the Houston CFA Society. He currently serves as Treasurer of the Asia Society Texas Center and is on the board of the Menil Collection.
John F. Gualy, CFA
Senior Partner
John is a Senior Partner of Eagle Global Advisors. He serves as Co-Chairman of the U.S. and International Investment Committees, oversees the firm’s trading operations, is a Portfolio Manager, and is also a member of the investment committees for the firm’s strategies. Prior to joining Eagle, John was employed by Eagle Management & Trust Company and as director of research for Continental Intervest. He earned a bachelor’s degree in Economics from the University of Texas and an MBA from Rice University. John holds the Chartered Financial Analyst designation, is a member of the CFA Institute and is a former President and Director of the CFA Society of Houston. He also served as an Adjunct Professor at Rice University Jones Graduate School of Business teaching an MBA class on Stock Analysis. John is a native of Colombia and is fluent in Spanish.
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