Eagle Global Advisors LLC

Steven Russo is a financial advisor at Eagle Global Advisors LLC in Houston, TX, holding a Series 65 designation with 28 years of industry experience. He has been with Eagle Global Advisors since 1996. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary screening and quantitative models alongside fundamental research, managing discretionary portfolios across a range of asset classes including equities, fixed income, and alternative strategies.

George Crosby, Jr. is a financial advisor at Eagle Global Advisors LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Eagle Global Advisors since 2006. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary quantitative models alongside fundamental research, managing discretionary strategies across various asset classes including equities, fixed income, energy, and scarcity-focused investments.

Malcom Day is a CFA® charterholder with 23 years of industry experience. He is currently with Eagle Global Advisors LLC in Houston, TX, and has been affiliated with Partners Investment Management & Research, LLC since 2002. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis with proprietary quantitative models and fundamental research, managing discretionary strategies across various asset classes including equities, fixed income, energy, and renewables infrastructure.

Thomas Hunt is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Eagle Global Advisors LLC since 1996. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary quantitative models alongside fundamental research, managing discretionary portfolios across multiple asset classes including equities, fixed income, and alternative strategies.

John Gualy is a CFA® charterholder with 28 years of industry experience, currently serving at Eagle Global Advisors LLC since 1996. He holds a Series 65 license and is based in Houston, TX. Eagle Global Advisors manages portfolios for individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies, employing a combination of top-down and bottom-up analysis with proprietary quantitative models and fundamental research. The firm offers discretionary, client-specific strategies across multiple asset classes and serves as an adviser to pooled private funds, mutual funds, and ETFs.

Edward Allen III is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has been with Eagle Global Advisors LLC since 1996. Based in Houston, TX, he works at a firm with a multi-team structure that includes a total of 10 advisors. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary quantitative models alongside fundamental research, managing discretionary, client-specific strategies across a variety of asset classes including equities, fixed income, and alternative investments.

Paul Chiaro Jr. is a financial advisor at Terraform Wealth, LLC in Houston, TX, with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Eagle Global Advisors and Energy Research Advisors, where he is also an owner. Outside of his advisory roles, he owns a cow-calf ranch near Houston. Terraform Wealth, LLC provides portfolio management and advisory services primarily to high-net-worth individuals, offering customized Investment Policy Statements and discretionary management across diversified holdings. The firm uses a variety of analytical methods and investment strategies while maintaining a fiduciary standard and conducting due diligence on third-party managers.