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Eagle Strategies

Company Name

Eagle Strategies

Main Industry

Venture Capital & Private Equity, Finance

Website

www.eaglestrategies.com

Eagle Strategies Profile and History

Headquartered in New York City, New York, Eagle Strategies is a company that offers investment advisory and financial planning. The company's services include fund advisory, brokerage, charitable investing, and life insurance, long-term care insurance and investment annuities.

Contact Information

Headquarters

51 Madison Ave Ste 2510, New York City, New York, 10010, United States

(888) 695-3245

Revenue

$654.2 M

Employees

1,289

Founded

2007

Eagle Strategies Executive Team & Key Decision Makers

Name & TitleContact Info
Richard Nickerson
Richard Nickerson

Managing Partner & Chief Operating Officer

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Kevin Doxey
Kevin Doxey

President

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Claude LaVigna

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Melissa Phillips
Melissa Phillips

Director, Operations & Chief Compliance Officer

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Sal Arcadipane
Sal Arcadipane

Vice President, Corporate Financial Planning

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Antonette Roig
Antonette Roig

Corporate Vice President

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Timothy Farrell
Timothy Farrell

Corporate Vice President and Portfolio Specialist

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Gerard Williams
Gerard Williams

Strategy & Analytics Corporate Vice President, Business Planning

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David Broeck
David Broeck

Corporate Vice President, Head of Key Strategic Partner Relationships, Product Development and Succession Planning

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Lauren Ip
Lauren Ip

Corporate Vice President Learning and Development Specialist

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Barbara Cummings
Barbara Cummings

Corporate Vice President

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Michael Kopec
Michael Kopec

Corporate Vice President

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Rajesh Narayana
Rajesh Narayana

General Manager

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Emily Baumgardner
Emily Baumgardner

Licensed Service Assistant & Manager, Office

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William Dengler
William Dengler

Manager, Wealth Management Operations

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Erin Lamb
Erin Lamb

Associate, Relationship Manager, Advanced Service Model

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Jacob Phillips
Jacob Phillips

Manager, Operations

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Suzannah Richards
Suzannah Richards

Financial Advisor

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Jerry Khachoyan
Jerry Khachoyan

Financial Advisor

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Recently Updated Team Members

Name & TitleContact Info
Salvador Arcadipane
Salvador Arcadipane

Financial Planning Specialist

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Craig Willeke
Craig Willeke

Financial Advisor

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Phone

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Michael Roach
Michael Roach

Corporate Vice President and Portfolio Specialist

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Phone

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Wendy Feldmanis
Wendy Feldmanis

Financial Offering Investment Advisory Services Advisor

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Phone

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Wayne Rector
Wayne Rector

Financial Advisor

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Phone

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Phillip Mabey
Phillip Mabey

Financial Advisor

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Phone

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Jake Peltier
Jake Peltier

Financial Advisor

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Phone

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Ryan Southwick
Ryan Southwick

Financial Planner

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Alison Longstreet
Alison Longstreet

Financial Advisor

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Luis Lopez
Luis Lopez

Financial Advisor

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Mark England
Mark England

Financial Advisor

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Samuel Winward
Samuel Winward

Financial Advisor

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Alexis Davis
Alexis Davis

Senior Associate and Financial Planning Specialist

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Jared Maher
Jared Maher

Financial Advisor

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Top Eagle Strategies Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Eagle Strategies.

Web Analytics

(3 Technologies)

Frameworks and Libraries

(3 Technologies)

Programming Languages

(3 Technologies)

Tag Management

(2 Technologies)

Web Hosting

(2 Technologies)

Eagle Strategies Email Formats

ParameterSample EmailPercentage

Eagle Strategies Top Competitors

CompanyEmployeesRevenueTop technologies
Oppenheimer & Co Inc

Oppenheimer & Co Inc

2,897$1.3 B
Cambridge Investment Research Inc

Cambridge Investment Research Inc

900$1.6 B
Penn Mutual Life Insurance

Penn Mutual Life Insurance

3,100$4.5 B
Edelman Financial Engines LLC

Edelman Financial Engines LLC

1,525$786.2 M
Ssga

Ssga

2,887$1.5 B

What is Eagle Strategies revenue?

Eagle Strategies revenue is $654.2 M

How many employees does Eagle Strategies have?

Eagle Strategies has 1,289 employees

Where is Eagle Strategies headquarters located?

Eagle Strategies headquarters are located in 51 Madison Ave Ste 2510, New York City, New York, 10010, United States

What are Eagle Strategies’s primary industries?

Eagle Strategies’s main industries are: Finance, Venture Capital & Private Equity

Who is Eagle Strategies’s CEO?

Eagle Strategies’s CEO is Greg Webster

What are some additional names or alternative spellings that users use while searching for Eagle Strategies?

Eagle Strategies appears in search results as eagle strategies LLC, Eagle Strategies, Eagle Strategies CorpEaglestrategies, Eagle Bay Advisors LLC...See More