E & G Advisors, LLC

Jeffrey Dastmalchian is a financial advisor at E & G Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Bank of America. He has been with E & G Advisors since 2018. E & G Advisors, LP provides discretionary portfolio management and retirement-plan advisory services to individuals, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm’s investment approach combines Modern Portfolio Theory with a macroeconomic overlay and fundamental analysis, managing approximately $608 million in discretionary assets.

Mark Easley is a financial advisor at E & G Advisors, LLC in Houston, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with E & G Advisors since 2003. Outside of his advisory role, Easley serves as a city municipal judge in Hedwig Village and Hunters Creek, Texas. E & G Advisors, LP provides discretionary portfolio management and retirement-plan advisory services to individuals, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm employs a Modern Portfolio Theory-based investment approach with a macroeconomic overlay and fundamental analysis, managing approximately $608 million in discretionary assets.

Saif Omer is a financial advisor at E & G Advisors, LLC in Houston, TX, holding Series 63 and Series 65 designations with 14 years of industry experience. He has been with E & G Advisors since 2012. E & G Advisors, LP provides discretionary portfolio management and retirement-plan advisory services to individuals, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm manages approximately $608 million in discretionary assets and employs an investment process based on Modern Portfolio Theory combined with macroeconomic analysis and fundamental research.

Adam Gracely is a financial advisor at E & G Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with E & G Advisors I, LLC since 2007 and E & G Advisors, LP since 2012. E & G Advisors, LP provides discretionary portfolio management and retirement-plan advisory services to individuals, families, trusts, estates, corporations, and charitable organizations. The firm employs an investment approach based on Modern Portfolio Theory with a macroeconomic overlay, supplemented by fundamental analysis, and manages approximately $608 million in discretionary assets.