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Management Team

 

EDWARD R. ALLEN III, PH.D., CFA® Senior Partner and Portfolio Manager

Mr. Allen is a founder and Senior Partner of Eagle since 1996. He serves on the MLP portfolio management team and is a member of the MLP Investment committee. Mr. Allen is also a member of the Domestic and International Equity Committees. Prior to founding Eagle, Mr. Allen was employed by Eagle Management & Trust Company, which was acquired by Boatmen's Trust Company and then NationsBank. Before entering the investment advisory business, he served as an assistant professor of economics at the University of Houston. He earned a Bachelor's degree in engineering from Princeton University and a Ph.D. in economics from the University of Chicago. Mr. Allen also is currently the Vice Chairman of the board of the Asia Society Texas Center and serves on the investment committees of a number of non-profits. Mr. Allen holds the Chartered Financial Analyst designation and is also a member of the American Finance Association, the CFA Institute, and the CFA Society of Houston..

 

THOMAS N. HUNT III, CFA, CPA® Senior Partner and Portfolio Manager

Mr. Hunt is a founder and Senior Partner of Eagle since 1996. He is a member of the MLP Investment Committee and Chairman of the Domestic Equity Investment Committee. Mr. Hunt is also a member of the International Equity Committee. Prior to founding Eagle, Mr. Hunt was employed by Eagle Management & Trust Company, which was acquired by Boatmen's Trust Company and then NationsBank. Mr. Hunt also worked for the public accounting firm of Ernst & Young. He earned a Bachelor's degree in accounting from the University of Texas and a MBA from the Harvard Business School. Mr. Hunt holds the Chartered Financial Analyst and Certified Public Accountant designations and is also a member of the CFA Institute, the CFA Society of Houston, and the Texas Society of Certified Public Accountants.

 

STEVEN S. RUSSO Senior Partner and Portfolio Manager

Mr. Russo is a founder and Senior Partner of Eagle 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.

 

DAVID CHIARO, Partner

Mr. Chiaro joined Eagle in 2009 and is Chairman of the MLP investment committee, director of MLP research and a portfolio manager. Prior to joining Eagle in 2009, David was employed by Goldman, Sachs & Co. for 10 years, the last 5 years as the lead Pipeline and MLP analyst. He was recognized in the Spring of 2009 by the Wall Street Journal as "Best on the Street," the top ranked analyst in his sector for 2008. David has also covered Oil Service and Offshore Drilling companies in his 15 years as a sell-side analyst at various Wall Street firms. He earned a Bachelor's degree in Mechanical Engineering from the Georgia Institute of Technology and an MBA from the Crummer Graduate School of Business at Rollins College.

 

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.


 

Greg D. Anderson, Managing Director

Prior to founding Princeton Fund Advisors, LLC and its affiliated entities, 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 L. Sabre, Managing Director

Prior to founding Princeton Fund Advisors, LLC and its affiliated entities, 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..

 

MARC E. FRIEDMAN, Senior Vice President, Director of Research

Prior to joining Princeton Fund Advisors, LLC and its affiliated entities, Mr. Friedman was with Bard Capital Group, a private equity firm focused on leveraged buyouts of middle market operating companies. He was responsible for acquisition due diligence and execution as well as various financial initiatives with portfolio companies. Previously, he was an investment banker in the Corporate Finance Department of Stifel Nicolaus & Company, Inc. He has experience across a broad range of industries and has led the execution of many M&A and financing transactions. Prior to Stifel, he was an Associate with Morgan Stanley. Mr. Friedman received a B.S. from the University of Colorado at Boulder and earned an M.B.A. and M.S. in Finance from the Daniels College of Business at the University of Denver.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Eagle MLP Strategy Fund. This and other important information about the Fund is contained in the Prospectus, which can be obtained by contacting your financial advisor, or by calling 1.888.868.9501. The Prospectus should be read carefully before investing.


The Eagle MLP Strategy Fund is distributed by Northern Lights Distributors, LLC member FINRA/SIPC, Eagle Global Advisors, Princeton Fund Advisors and Northern Lights Distributors, LLC are not affiliated.

 

6650-NLD-5/3/2017     FR2012-0924-0070/E