Eddie Allen

About Eddie Allen

Eddie is a co-founder of Eagle Global Advisors, an investment advisory firm serving institutional and high net worth clients based in Houston, TX. Eagle was named one of the top 100 Financial Advisors in the US by CNBC in 2023, and their investment strategies have been recognized by Lipper, Morningstar, Envestnet, and others over the years as outstanding in their areas. Eagle manages proprietary strategies in domestic, international, and energy infrastructure public equities. Eagle also has strategies focused on green infrastructure, innovation, and Business Development Companies (BDCs). He serves on the management committee of the firm. Eddie also serves on the board of the Asia Society Texas Center (Treasurer), the Menil Foundation, and the Methodist Hospital Academic Institute. He also serves on the investment committees of St. John\'s School, the Chinquapin School, and the American Leadership Forum.

Experience

1. Senior Partner

   Eagle Global Advisors

   Nov 1996 — Present · Houston, TX, US

   Eddie Allen is a co-founder and Senior Partner of Eagle Global Advisors, an investment advisory firm based in Houston, Texas. He serves on the management committee and all investment committees of the firm. In addition to serving as a co-manager of the Eagle MLP Strategy Fund, he is a portfolio manager for a variety of institutional and high net worth clients. Eddie is a co-creator of many of the portfolio strategies and proprietary investment management tools of the firm.Eddie currently serves as Treasurer of the Asia Society Texas Center and is on the board of the Asia Society Global organization. He also currently serves on the boards of The Menil Collection and the Methodist Hospital Academic Institute. He is a past board member of St. John’s School and past Chair and President of the Contemporary Arts Museum Houston. He is also a member of the American Leadership Forum Houston Class Married to Chinhui Juhn, they have two daughters. Hobbies include running and golf. Eagle Global Advisors is a registered investment advisor located in Houston, Texas. The firm manages accounts for institutions and individuals primarily in domestic, international, and energy infrastructure equities. Eagle also manages its International ADR separate account strategy for Eaton Vance.Note: for compliance reasons our firm does not allow endorsements in public media.

Education

• Princeton University

  BSE

• University of Chicago

  Doctor of Philosophy - PhD, Economics

Skills

• Portfolio Management
• Mergers
• Asset Management
• Equities
• Financial Modeling
• Capital Markets
• Bloomberg
• Equity Research
• Hedge Funds
• Private Equity
• Valuation
• Investments