Fund Inception | 09/14/2012 |
Name of Issuer | Eagle MLP |
Fund Advisor(s) | Eagle Global Advisors, LLC Princeton Fund Advisors, LLC |
Sub-Advisor(s) | -- |
Fund Managers for EGLIX
Edward Allen
Portfolio Manager since 09/14/2012
Mr. Edward Allen is a Co-Founder and serves as Senior Partner & Investment and Management Committee Member at Eagle Global Advisors. 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 the Chair of the Asia Society Texas Center and is on the board of the Menil Collection.
Greg Anderson
Portfolio Manager since 09/14/2012
Greg Anderson, Manager and Chief Investment Officer of Princeton. Prior to founding Princeton Fund Advisors, LLC in 2011 and certain affiliates, including Mount Yale Capital Group, LLC in 2003 and Mount Yale Asset Management in 1999, Mr. Anderson was a Senior Vice President and Managing Director of Investment Manager Search, Evaluation, and Due Diligence at Portfolio Management Consultants, Inc. Mr. Anderson was previously employed with Deloitte & Touche where he specialized in the areas of estate planning, health care and non-profit organizations, and tax and personal finance planning for high net worth individuals. Mr. Anderson holds a B.A. degree from Hamline University in Minnesota and a J.D. from the University of Minnesota School of Law. Mr. Anderson is a Certified Public Accountant (inactive).
John Sabre
Portfolio Manager since 09/14/2012
John L. Sabre is a Manager and Chief Executive Officer of Princeton. Prior to founding Princeton Fund Advisors, LLC in 2011 and certain affiliates, including Mount Yale Capital Group, LLC in 2003 and Mount Yale Asset Management in 1999, Mr. Sabre was a Senior Managing Director at Bear Stearns & Co. and Head of the Mezzanine Capital Group. Mr. Sabre previously served as President of First Dominion Capital, which managed $3.0 billion of assets and is now owned by Credit Suisse First Boston. Prior to his position at First Dominion Capital, Mr. Sabre was a Managing Director and founding partner of Indosuez Capital, the merchant banking division of Credit Agricole Indosuez. Mr. Sabre holds a B.S. degree from the Carlson School at the University of Minnesota and an M.B.A. degree from the Wharton School at the University of Pennsylvania.
Steven Russo
Portfolio Manager since 09/14/2012
Mr. Russo, portfolio manager, is a founder and Senior Partner of Eagle Global Advisors, LLC since 1996. He serves as a member of the MLP Investment committee and as Director of Client Service. Mr. Russo is also a member of the Domestic and International Equity committees. Prior to founding Eagle, Mr. Russo was employed by Eagle Management & Trust Company, which was acquired by Boatmen’s Trust Company and then NationsBank. He was also employed previously by Criterion Investment Management Company. Mr. Russo earned a Bachelor’s degree in finance from the University of Texas and a MBA from Rice University. Mr. Russo also serves as a Board Member of the M.A. Wright Fund at Rice University’s Jones School of Management.
Alex Meier
Portfolio Manager since 01/08/2020
Alex serves as Co-Head of the Eagle Energy Infrastructure team and Co-Chair of the Energy Infrastructure Investment Committee. He shares Portfolio Manager responsibilities for the firm’s four separate Energy Infrastructure strategies. Prior to joining Eagle in 2013, Alex was employed by Waterfront Capital Partners as a Portfolio Manager focusing on Exploration & Production, Midstream & Utilities. Prior to Waterfront, Alex was a Managing Director at Zimmer Lucas Capital focused on E&P, MLP and utility securities. Other past work experience includes corporate development and financial planning at UniSource Energy and investment banking at Lehman Brothers. He earned a bachelor’s degree in Economics from the University of Chicago
Michael Cerasoli
Portfolio Manager since 01/08/2020
Mr. Cerasoli serves as Co-Portfolio Manager of the Eagle Global Advisors, LLC’s Midstream/MLP strategies and is a member of the MLP investment committee. Prior to joining Eagle in May 2014, he was employed by Goldman, Sachs & Co. for ten years where he covered MLPs for seven years and small/mid cap Oil Services for three. Mr. Cerasoli earned bachelor’s degrees in Economics and History from Union College, and an MBA from the Hagan School of Business at Iona College. He holds the Chartered Financial Analyst designation.