| Name | Title | Contact Details |
|---|---|---|
Lynn Dufrane |
Executive Director, Sales | Profile |
Rachel Book |
Chief People Officer | Profile |
Eagle Global Advisors, LLC serves as an investment advisor to a wide spectrum of both individual and institutional investors. Eagle works with clients in one of two ways: via traditional relationships with clients who work with us directly, or via indirect relationships where an intermediary (financial consultant or advisor) knows and works with the client. While Eagle has many direct clients – a significant number of whom have been with the firm since day one – We have deliberately grown our business by seeking strategic partnerships with financial intermediaries. Doing so allows Eagle to gain operational leverage that allows the firm to focus its resources, both financial and human, on Eagle`s core competency – managing money.
Irco Community Federal Credit Union is a Phillipsburg, NJ-based company in the Financial Services sector.
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Superior Planning is a La Jolla, CA-based company in the Financial Services sector.
Brightwell is an Atlanta-based financial technology company that provides financial services, including cross-border remittance, P2P transfers and digital bank accounts, to more than 200K global workers from over 140 different countries. Brightwell`s mobile-first platform and suite of financial tools simplifies personal finances for a community that is traditionally underserved in the marketplace. Your money. Your choices.