CTOs on the Move

Eagle Global Advisors

www.eagleglobal.com

 
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 ...
  • Number of Employees: 25-100
  • Annual Revenue: $50-100 Million

Executives

Name Title Contact Details
Andre Garcia
 Chief Technology Officer Profile

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Insero and Company CPAs

Companies focused on growth have sought the help of Insero & Co. for more than 35 years. During that time they have consistently experienced the peace of mind that comes from knowing their CPA firm takes the concept of integrity seriously. This commitment to quiet integrity means you won`t see a lot of flashy billboards or stadium advertisements for our firm, but you will see the face of your client service partner regularly - not just during tax time. That`s one of the differences you`ll experience with Insero. Our firm invests heavily in client service - defining it, articulating what it means, and conducting training with everyone in the firm on how to deliver it. All this is to ensure every person in our firm understands what it means to deliver on our promise of The Highest Standard.