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ABOUT EAGLE STRATEGIES

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Eagle Strategies, LLC (Eagle Strategies) is a registered investment adviser (RIA), headquartered in New York City, and is a wholly owned subsidiary of New York Life Insurance Company, a Fortune 100 company with a history spanning over 175 years. Eagle Strategies offers comprehensive investment advisory services and financial planning services¹ to help put you on a clearer path towards reaching your financial goals and pivoting when life changes.

Together, you and your Eagle Strategies financial advisor will engage in a simple but effective multi-step planning process¹. It begins with an honest and open conversation so your needs, wants, and aspirations are clearly understood. Each step in this collaborative process builds on the previous one to gain a full picture of your financial life and using the data and information gathered to develop a well-crafted financial plan¹ and a targeted strategy.

As you work with your Eagle Strategies financial advisor to create a portfolio aligned to your goals, you want to be confident that the investments you select are being managed by skilled investment managers who maintain consistent, repeatable investment processes. That’s why our Investment Research team works closely with experienced third-party firms to conduct ongoing due diligence and monitoring on our partner investment managers.

We’re committed to building a successful, long-term relationship with you. That commitment, coupled with the expertise across our teams, impartial research, tools, best-of-breed investment solutions, and financial planning¹ capabilities makes us the ideal partner to help you achieve your full financial potential.

Specialized expertise & support

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Our teams of highly experienced professionals with deep industry knowledge, and focused expertise, are here to support you and your Eagle Strategies financial advisor in modeling potential investment planning solutions, as well as constructing, managing, and rebalancing your portfolio.

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Investment Advisory Sales & Solutions

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Portfolio Specialists

Partner with your advisor on portfolio construction, investment analysis, proposal navigation, and client reviews.

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Internal Portfolio Consultants

Assist with investment research, selecting appropriate investment managers for your portfolio, and providing technology support.

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Financial Planning Strategies & Solutions

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Financial Planning Strategies & Solutions

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Financial Planning Consultants*

Thoroughly analyze your current financial health and design a customized solution that will help you meet your specific financial goals.

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Financial Planning Specialists*

Assess your financial plan and provide expertise in solution modeling, report generation, and plan presentation.

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Meet the Team

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FINANCIAL PLANNING STRATEGIES¹ & SOLUTIONS

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Dwaine Campbell, CPA, CPCU, CFP®

Financial Planning Consultant

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Dwaine, a Certified Financial Planner professional, is a Corporate Vice President and Financial Planning Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for supporting Eagle’s advisors with fee-based holistic financial planning case development and overall planning best practices. Dwaine has over 10 years of experience within the financial services industry and specializes in helping individuals and families work toward pursuing their financial goals. Dwaine worked as an Executive Financial Planner at Goldman Sachs prior to joining Eagle Strategies. Dwaine is FINRA Series 7 and 66 licensed.

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Howard Pickering, CFP®, AAMS®

Financial Planning Consultant

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Howard is a Certified Financial Planner and Corporate Vice President with Eagle Strategies, a subset of New York Life. He is responsible for supporting Eagle’s advisors with holistic comprehensive financial planning, coaching, and sharing best practices. Howard has nearly a decade of experience in the financial services industry and has a passion for helping people achieve financial success. Prior to joining Eagle Strategies, Howard worked for Charles Schwab and a boutique RIA where he specialized in working with high-net-worth households. He holds a BS in Mathematics and minor in Business from the University of Oregon. Howard is FINRA 7 and 66 licensed.

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Jacqueline Pollack, CFP®

Financial Planning Specialist

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Jacqueline is a Senior Associate and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for supporting Eagle Advisors through the financial planning process, including helping advisors leverage eMoney Advisor, assisting in data reviews, case design, and plan creation. Prior to joining Eagle Strategies in 2018, Jacqueline worked at Lincoln Financial Advisors, and was also a Wealth Manager with LPL Financial. Jacqueline graduated from Boston College with a BA in Economics and is a CFP® practitioner. Jacqueline is FINRA Series 7 and 66 licensed and holds Life and Health Insurance licenses.

Alexis Quaglieri, CFP®

Financial Planning Specialist

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Alexis is a Certified Financial Planner™ and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life. She is responsible for supporting Eagle’s advisors with the financial planning process. This includes but is not limited to case development, coaching, best practices, and leveraging financial planning tools. Alexis has been working in the financial services industry since 2014 and has held positions on the Wealth Management Team at UBS in addition to serving as Director of Planning at Lincoln Financial Group. Alexis graduated from Stockton University with a Bachelor of Science degree in Finance and a concentration in Financial Planning. In addition to being a CFP® practitioner, she is also FINRA Series 7 and 66 licensed.

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INVESTMENT ADVISORY SALES & SOLUTIONS

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Timothy Farrell

Portfolio Specialist

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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 25 years of investment experience and earned a BBA in Business Management from Hofstra University. Tim is FINRA Series 7 and 65 licensed.

Patrick Forand

Internal Consultant

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Patrick Forand 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. Prior to joining Eagle Strategies in 2017, Patrick was an Investment Specialist with Merrill Lynch. He has 5 years of experience in the financial services industry, also spending time with the Operations & Service team within Eagle Strategies. Patrick is a graduate of Providence College where he earned a bachelor’s degree in Finance. He is FINRA Series 7, 63, 66 and 24 licensed.

John Furey

Internal Consultant

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John Furey 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. John has 7 years of experience in the financial services industry, working as a Financial Professional with Prudential assisting clients in a wide variety of financial planning, as well as working as an Internal Wholesaler at AIG Funds and Global X ETFs assisting advisors by leveraging financial products to fit client portfolio needs. John is a graduate of Wagner College where he earned a bachelor’s degree in Finance. He is FINRA Series 7 and 63 licensed.

Joseph Guglielmo

Internal Consultant

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Joseph Guglielmo is a Senior Associate of Eagle Strategies. Joseph joins us with over eight years of experience working with Financial Advisors and their clients. He specializes in wealth management strategies and investment portfolio construction and analysis. Prior to joining Eagle Strategies, Joseph held Wealth Management positions at Oceanstate Financial Services, AMG Funds, and Oppenheimer & Co. Joseph earned his FINRA Series 7, 63 and 65 licenses and has a B.S. in Business Administration and Finance from the University of Rhode Island.

Bruce Honicky

Portfolio Specialist

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Bruce is a Corporate Vice President of Eagle Strategies, a subsidiary of New York Life, in the role of Wealth Management Portfolio Specialist. In this role, he supports our Financial Advisors to help them build their advisory business and meet their clients’ needs. Prior to joining Eagle Strategies, Bruce spent 14 years with Wells Fargo Capital Management. Bruce has worked for several NYC firms including Bear Stearns, Gruntal & Co., and Oppenheimer & Co and has over 28 years of experience in the brokerage industry. Bruce has an extensive sales and marketing background while working with financial advisors and high net worth clients. During his career, he has had success leading teams and managing client relationships with a consultative approach. Bruce earned his FINRA Series 7 and 65 licenses and has a B.A. in public administration from Miami University.

Robert Stein

Portfolio Specialist

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Robert 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 2020, Robert worked as a National Accounts Manager for Invesco responsible for new business development and client relationship management with institutional platforms offering wealth management and retirement solutions. He has over 20 years of experience within Financial Services holding sales and investment product management positions at BNY Mellon, Merrill Lynch and Prudential. He earned an MBA degree in Finance from Fairleigh Dickinson University and a BS degree in Accounting from Rutgers University. Robert is FINRA Series 7 and 66 licensed.

Jeffrey Tenorio

Internal Consultant

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Jeff 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. Jeff joined Eagle Strategies from our parent company New York Life’s NYLIFE Securities Operations team and New York Life’s subsidiary, New York Life Investment Management LLC 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.

Jon-Paul Weiss

Internal Consultant

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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.

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¹Financial planning services are offered by financial advisors with Eagle Strategies LLC approved to conduct financial planning.

* These teams support financial advisors who are also financial planners.

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ABOUT EAGLE STRATEGIES

Specialized expertise & support

Investment Advisory Sales & Solutions

Financial Planning Strategies & Solutions

Financial Planning Strategies & Solutions

Meet the Team

FINANCIAL PLANNING STRATEGIES1 & SOLUTIONS

Dwaine Campbell, CPA, CPCU, CFP®

Financial Planning Consultant

Howard Pickering, CFP®, AAMS®

Financial Planning Consultant

Jacqueline Pollack, CFP®

Financial Planning Specialist

Alexis Quaglieri, CFP®

Financial Planning Specialist

INVESTMENT ADVISORY SALES & SOLUTIONS

Timothy Farrell

Portfolio Specialist

Patrick Forand

Internal Consultant

John Furey

Internal Consultant

Joseph Guglielmo

Internal Consultant

Bruce Honicky

Portfolio Specialist

Robert Stein

Portfolio Specialist

Jeffrey Tenorio

Internal Consultant

Jon-Paul Weiss

Internal Consultant

FINANCIAL PLANNING STRATEGIES¹ & SOLUTIONS

Contact Us

BATES WEALTH STRATEGIES, LLC

Heather B. Bates

Financial Advisor

Eagle Strategies LLC