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Eagle Asset Management

880 Carillon Parkway
St. Petersburg, Florida 33716
United States
 
Contact :      Helaine Huntley
Phone :       800-237-3101
Fax :             727-567-8020
Email :         helaine.huntley@eagleasset.com
Web :           http://www.eagleasset.com

Eagle Asset Management Information

Type of organization :
Total Assets Managed ($Mil) : $11,543
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1976
Wrap Programs Offered? : Yes
# of Accounts Managed : 18124
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Eagle Asset Management History

Eagle is a wholly owned subsidiary of Raymond James Financial, Inc. RJF is listed on the New York Stock Exchange and offers a full range of investment services through its various subsidiaries. RJF has more than 3,200 Financial Advisors in over 1,000 offices located throughout the United States and internationally. Although Eagle benefits from the financial strength and services of its parent company, we operate as an autonomous corporation in both policy and day-to-day operations. All investment management services provided by Eagle would emanate from our headquarters in St. Petersburg, Florida.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Eagle Asset Management Personnel

Mrs.  Stacey Serafini Thomas

Portfolio Manager
Tel : 727-573-2453
Email: sthomas@eagle.rjf.com
Stacey has five years of investment and financial experience. Prior to joining Eagle in 1999, Stacey worked for Raymond James & Associates, Inc., where she served as a Corporate Finance Analyst in the investment banking group. Her previous experience includes working for the Corporate Technology Group of American Management Systems and Harvard?s Veritas Information Network. Stacey earned her B.A. in government from Harvard University and graduated cum laude. She is a CFA charterholder.

Mr.  Todd McCallister

Portfolio Manager
Tel : 727-573-2453
Email: tmccallister@eagle.rjf.com
Todd has 14 years of investment experience and is responsible for the management of Small/Mid Cap Core portfolios. Before he joined Eagle in 1997, Todd served as a portfolio manager at Investment Advisers, Inc. specializing in mid-cap stocks. He graduated with a B.A. and Highest Honors from the University of North Carolina at Chapel Hill in 1982 and earned his Ph.D. in Economics from the University of Virginia in 1987.

Mr.  Richard Rossi

Securities Trader
Tel : 727-573-2453
Email: richard.rossi@eagleasset.com

Mr.  Louis Kirschbaum

Portfolio Manager
Tel : 727-573-2453
Email: louis.kirschbaum@eagleasset.com
Lou Kirschbaum, Managing Director, Portfolio Manager Lou has 29 years investment experience and is responsible for the management of all Equity Income accounts. Prior to joining Eagle in 1986, Lou was with Value Line Inc. for fourteen years, where he was Director of Research. He earned his B.S. degree with honors from Michigan State Univeristy.

Mr.  Ed Cowart

Portfolio Manager
Tel : 727-573-2453
Email: ed.cowart@eagleasset.com
Ed Cowart, CFA, Managing Director, Portfolio Manager Ed has 28 years of investment experience and is responsible for the management of all Value Equity portfolios. Prior to joining Eagle in 1999, Ed served as Managing Director of the Value Equity team of Bank One Investment Advisors. He was responsible for the management of One Group?s Large Cap Value and Mid Cap Value mutual funds. Along with these responsibilities, Ed was also Managing Director of Bank One?s Private Equity team, which managed specialized portfolios for high net worth individuals.

Mr.  Bert Boksen

Portfolio Manager
Tel : 727-573-2453
Email: bert.boksen@eagleasset.com
Bert Boksen, CFA, Senior Vice President, Managing Director, Portfolio Manager Bert has 25 years of investment experience and is responsible for the management of SmallCap Equity - G.A.R.P. portfolios. Before joining Eagle in 1995, Bert served as Chief Investment Officer at Raymond James & Associates, Inc. and as Chairman of the Raymond James Focus List Committee. Prior to working for Raymond James & Associates for 16 years, Bert was an analyst for Standard & Poor's. He earned his B.A. from City College of New York in 1970 and his M.B.A. from St. John's University in 1977.

Mr.  James Camp

Portfolio Manager
Tel : 727-573-2453
Email: james.camp@eagleasset.com
James Camp, CFA, Managing Director James has eleven years of investment experience and is responsible for assisting in the management of fixed income portfolios. Before joining Eagle in 1997, James was a Vice President in the Mortgage Specialist Group at Raymond James & Associates following three years at ING Investment Management in Atlanta. James graduated with a B.S. in Engineering Science from Vanderbilt University in 1986 and earned his M.B.A. in Finance from Emory University in 1990.

Mr.  Richard Skeppstrom

Portfolio Manager
Tel : 804-783-2285
Email: richard.skeppstrom@eagleasset.com
Richard Skeppstrom, Managing Director and Portfolio Co-Manager Richard has 12 years of investment experience. Before joining Eagle, Richard was the Senior Portfolio Manager for Evergreen Investment Management's large cap core product and co-manager of the Evergreen Capital Growth Fund from 1995 to March 2001. Richard earned a B.A. in mathematics from the University of Virginia in 1985 and an M.B.A. at the University of Virginia in 1990.

Mr.  Craig Dauer

Portfolio Manager
Tel : 804-783-2801
Email: craig.dauer@eagleasset.com
Craig Dauer, Portfolio Co-Manager Craig has seven years of investment experience. Before joining Eagle in 2001, Craig was a Portfolio Co-Manager for Evergreen Investment Management's large cap core product from June 1999 to March 2001. Craig earned a B.A. in Asian studies and a minor in economics at Colgate before earning his M.B.A. at the University of Virginia in 1996.

Mr.  Jay Jordan

Portfolio Manager
Tel : 804-783-2787
Email: john.jordan@eagleasset.com
Jay Jordan, CFA,Portfolio Co-Manager Jay has 10 years of investment experience. Before joining Eagle, Jay was a Portfolio Co-Manager for Evergreen Investment Management's large cap core product from June 1999 to March 2001. Jay earned a B.S. in finance from the University of Virginia in 1990.

Mr.  Rob Marshall

Portfolio Manager
Tel : 804-783-2840
Email: rob.marshall@eagleasset.com
Robert R. Marshall Portfolio Co-Manager Rob has over 15 years of investment experience. He came to Eagle after nearly eight years at Wachovia Securities, where he was a Director and Senior Vice President of Equity Research. He was listed in the Wall Street Journal?s ?Best on the Street? surveys in 2000, 2001, and 2002. Prior to that, he was Vice President of Equity Research at Huberman & Riley Securities in Dallas, Texas, and an investment analyst at Technology Funding of San Mateo, California. He earned a B.A. in Economics from the University of Virginia in 1985 and an M.B.A. from Santa Clara (California) University in 1991.

Mr.  Burton Mulford

Portfolio Manager
Tel : 727-573-2453
Email: burt.mulford@eagleasset.com
Burton Mulford,Portfolio Manager Burt is responsible for trading and analyzing fixed income securities according to senior portfolio management?s guidelines. Prior to joining Eagle in 1999, Burt served as Director of Trading for South Trust Bank?s trust investments and Portfolio Manager for Union Planters Bank. He graduated cum laude with a B.A. in Business Administration from Furman University in 1984 and earned his M.B.A. with highest distinction from University of Southern California in 1987.

Mr.  Bob Hahn

Researcher/Analyst
Tel : 727-573-2453
Email: bob.hahn@eagleasset.com
Bob Hahn, Senior Technology Analyst In October of 2000, Bob Hahn joined the Small Cap Equity team as a Senior Technology Analyst. Bob Hahn worked as a Senior Communication Systems Engineer with Lockheed Martin before getting his M.B.A. at Indiana University in May of 1998. Bob has a BEE and MSEE from Villanova University, and has over six years of engineering experience. His last position before joining Eagle was President of Endeavor Asset Management, developing a hedge fund specializing in technology stocks. He is a CFA Level III Candidate

Mr.  David Blount

Researcher/Analyst
Tel : 727-573-2453
Email: david.blount@eagleasset.com
David Blount, Senior Research Analyst David has 17 years of investment experience, and is both a Chartered Financial Analyst and Certified Public Accountant. Prior to joining Eagle in 1993, David served as an Investment Analyst for Allstate. He earned his degree in finance from the University of Florida in 1983

Mr.  Brad Erwin

Researcher/Analyst
Tel : 727-573-2453
Email: brad.erwin@eagleasset.com
Brad Erwin, CFA, Senior Analyst Brad has eight years of investment experience and is responsible for research coverage of the capital goods sector. Prior to joining Eagle in 2000, Brad was a capital goods research analyst at Bank One.

Ms.  Sheila King

Researcher/Analyst
Tel : 727-573-2453
Email: sheila.king@eagleasset.com
Sheila King, CFA, Vice President, Fixed Income Portfolio and Securities Analyst Sheila helps structure and oversees the implementation of senior portfolio management?s strategies in fixed income accounts. She also analyzes high yield bonds and convertible securities. Sheila has 12 years of investment experience and joined Eagle in 1987 after earning a B.S. in Business Administration from the University of North Carolina at Chapel Hill in 1986.

Mr.  Rob Hyken

Researcher/Analyst
Tel : 727-573-2453
Email: rob.hyken@eagleasset.com
Rob Hyken, CFA, Assistant Portfolio Manager/Trader Robert is responsible for trading and management of certain Fixed Income accounts. Prior to joining Eagle's Fixed Income team in 2000, Robert served as an Assistant Portfolio Manager/Trader for Standish Ayer & Wood. He graduated magna cum laude from the University of Florida in 1995 with a B.S. in Finance.

Mr.  Chris Sassouni

Researcher/Analyst
Tel : 727-573-9645
Email: chris.sassouni@eagleasset.com
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Mr.  Greg Millman

Operations/Administrators
Tel : 727.567.1046
Email: greg.millman@eagleasset.com

Eagle Asset Management Product Name

Report Created: April,23 2019.  Copyright Money Manager Review , All rights Reserved.
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