John Fernando Gualy
Founder at Eagle Global Advisors LLC
Profile
Mr. John F.
Gualy, CFA MBA, is a Senior Partner at Eagle Global Advisors LLC.
He is on the Board of Directors at CFA Society of Houston.
He serves as Co-Chairman of the International Investment Committee, oversees the firm’s trading operations, is a Portfolio Manager, and is also a member of the investment committees for the firm’s strategies.
Prior to joining Eagle, Mr. Gualy was employed by Eagle Management & Trust Company and as director of research for Continental Intervest
NMr. Gualy earned a bachelor’s degree in Economics from the University of Texas and an MBA from Rice University.
John holds the Chartered Financial Analyst designation, is a member of the CFA Institute and is a former President and Director of the CFA Society of Houston.
He also served as an Adjunct Professor at Rice University Jones Graduate School of Business teaching an MBA class on Stock Analysis.
John Fernando Gualy active positions
| Companies | Position | Start |
|---|---|---|
Eagle Global Advisors LLC
 Eagle Global Advisors LLC Investment ManagersFinance Eagle Global Advisors LLC (Eagle Global) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and is principally owned by Edward Allen and Steven Russo. Eagle Global provides investment advice to high-net-worth individuals, retirement plans for corporations and unions, financial institutions, trusts, endowments, foundations, and registered and unregistered investment companies. | Founder | 01/11/1996 |
CFA Society of Houston
 CFA Society of Houston Miscellaneous Commercial ServicesCommercial Services CFA Society of Houston engages in the provision of chartered financial analyst programs. It offers CFA prep courses, wall street prep course, mentorship program, and scholarship. The company was founded in 1955 and is headquartered in Bellaire, TX. | Director/Board Member | 01/06/2018 |
Former positions of John Fernando Gualy
| Companies | Position | End |
|---|---|---|
| Eagle Management & Trust Co. | Corporate Officer/Principal | - |
Training of John Fernando Gualy
| Rice University | Masters Business Admin |
| The University of Texas at Austin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Eagle Global Advisors LLC
Eagle Global Advisors LLC Investment ManagersFinance Eagle Global Advisors LLC (Eagle Global) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and is principally owned by Edward Allen and Steven Russo. Eagle Global provides investment advice to high-net-worth individuals, retirement plans for corporations and unions, financial institutions, trusts, endowments, foundations, and registered and unregistered investment companies. | Finance |
| Eagle Management & Trust Co. | |
CFA Society of Houston
CFA Society of Houston Miscellaneous Commercial ServicesCommercial Services CFA Society of Houston engages in the provision of chartered financial analyst programs. It offers CFA prep courses, wall street prep course, mentorship program, and scholarship. The company was founded in 1955 and is headquartered in Bellaire, TX. | Commercial Services |
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