Your Personal Financial Coach
Investment & Financial Planning Resource
About Eagle Strategies
Eagle Strategies LLC (“Eagle”) is a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company. Eagle is dedicated to providing comprehensive solutions to help secure the future you desire. Eagle offers robust, high-quality investment advisory programs, ensuring Advisors have the necessary tools to design tailored solutions - solutions centered around your individual goals, time horizon, and risk tolerance.
Leading Asset Managers
Eagle provides access to leading asset managers through its investment advisory programs. It partners with non-proprietary asset managers who can stand up to its Investment Research and Due Diligence team’s rigorous requirements. Before an asset manager is added to Eagle’s platform, it is thoroughly vetted and continuously monitored to ensure it meets Eagle’s stringent investment criteria. Additionally, its roster of asset managers is continually evaluated to ensure it offers the breadth and depth of solutions necessary to help you meet your financial goals.
Expert Support
Eagle strongly believes in expertise and specialization. It provides extensive support to its advisors through its accomplished and accredited teams. They help provide well-considered financial guidance and solutions to meet your evolving needs.
Portfolio Specialist Team
Timothy Farrell
Portfolio Specialist
Tim is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Prior to joining Eagle Strategies in 2015, Tim was a Senior Director at Oppenheimer Asset Management where he partnered with financial advisors to present investment solutions to prospective clients and client portfolio reviews to their high-net-worth and institutional clients. Tim has over 15 years of investment experience and earned a BBA in Business Management from Hofstra University. Tim is FINRA Series 7 and 65 licensed.
Consultant Team
Jon-Paul Weiss
Internal Consultant
Jon-Paul is a Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and affluent clients. Jon-Paul has 12 years of experience in the financial services industry, including serving on the sales side and supporting clients at Advisor Group and IndexIQ. Jon-Paul earned a BA from Wagner College and is FINRA Series 7 and 63 licensed.
Jeffrey Tenorio
North Region: Internal Consultant
Jeff is Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and affluent clients. Jeff’s areas of expertise include the active management space with an emphasis in international markets, REITs, and alternative investments. Jeff joined Eagle Strategies from our parent company New York Life’s NYLIFE Securities Operations team and New York Life’s subsidiary, Mainstay Investments where he held a sales role. Prior to joining New York Life, Jeff worked as a Regional Advisor Consultant at Oppenheimer Funds where he helped drive sales in the Northern Virginia region, making it the number one region in 2015. Jeff also worked at Citigroup in a sales support role. Jeff earned a BA in Communications from SUNY Albany, is FINRA Series 7 and 63 licensed, and is fluent in Spanish.
Financial Planning Team
Howard Welsh, CFP®
Howard is a Corporate Vice President and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for supporting Eagle’s advisors with financial planning case development, coaching, and planning best practices. Prior to joining Eagle Strategies in 2014, Howard worked as Director of the Case Consulting unit in MetLife’s financial planning division. In this capacity, he led a team of consultants in developing customized, client-centric solutions. He established critical metrics for both his team and the financial planning department as a whole, including plan implementation. Howard has created over 1,000 financial plans in his career and has been actively involved with the training of advisors and staff with a particular focus on transitioning to a holistic planning practice as well as establishing best practices and efficiencies to streamline the planning process. Howard earned a BA in English from Ithaca College. Howard has been a CFP® charter holder since 1996 and is an active member of the Financial Planning Organization (FPO).
Alex Davis
Paraplanner
Alexis Davis is a Senior Associate, Financial Planning Specialist and is a member on the Center of Advisory Practices (CAPs) team. Alexis covers the North and South Regions. She is responsible for partnering with advisors and their staff to review and analyze clients’ financial situations and assists in the development of strategies, solutions, and implementation opportunities. Alexis’ also shares best practices within practice and case development. Prior to joining Eagle Strategies in May 2015, Alexis spent one year at UBS on the Wealth Management Team. She earned a B.A. in Business Studies with a concentration in Financial Planning from Stockton University. The financial planning program was certified by the CFP® Board making her a candidate for the exam. Alexis is FINRA Series 7 and 66 licensed.