About Eagle Strategies, LLC

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 financial planning and portfolio management teams. They help provide well-considered financial guidance and solutions to meet your evolving needs.

A Relationship Built on Trust

Our business is personal. Your relationship with us is built over the span of decades and, sometimes, generations. A commitment like that requires a tremendous amount of trust.

Financial decisions are arguably among the most important decisions you will ever make. That is why you will often find yourself doing most of the talking when you meet with us. We must first understand your goals and concerns in order to help find the best possible solutions for your specific needs. This guidance is one of the most important and valuable services we offer, and it is how we earn and maintain your trust year in and year out.

 

Financial Planning and Portfolio Management Team

 

 

 

 

 

 

 

 

Salvador B. Arcadipane, JD, CFP®

Financial Planning Specialist

Sal is a Corporate Vice President and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life, responsible for supporting Eagle's advisors with financial planning case development, coaching, and planning best practices. Sal's areas of expertise include tax planning, executive benefits, insurance, estate, and retirement planning. Prior to joining Eagle Strategies, Sal worked as an Executive Financial Planner at The Ayco Company, a subsidiary of Goldman Sachs. Sal has over six years of client-facing financial planning experience with high- and ultra-high-net worth clients. Sal graduated from Queens College of the City University of New York and from Rutgers School of Law–Newark. Sal is FINRA Series 7 and 66 licensed and holds Life and Health licenses.

 

 

 

 

 

 

 

 

Alexis Davis

Paraplanner

Alexis Davis, CFP® is a Senior Associate, Financial Planning Specialist and 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. Alexis is FINRA Series 7 and 66 licensed and a CFP® professional.

Patrick Florand

 

Patrick Forand

Internal Consultant

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.

 

 

 

 

 

 

 

 

 

Jacqueline Pollack, CFP®

Financial Planning Specialist

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.

 

 

 

 

 

 

 

 

 

Michael Roach, CFP®

Internal Consultant

Michael is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Prior to joining Eagle Strategies in 2015, Michael worked as a Financial Advisor and Sales Supervisor in Wealth Management for over 16 years. He has held positions at Merrill Lynch, Fidelity Investments, and TIAA. He graduated from the University of South Carolina where he earned a BA in Economics, is a Certified Financial Planner™ certificant, is FINRA Series 7, 63, and 65 licensed, and has earned his New Jersey Life and Health Insurance Producer license.

Robert Stein

 

Robert Stein

Portfolio Specialist

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

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 their 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, 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.

Sean Townley

 

Sean Townley

Financial Planning Specialist

Sean is a Corporate Vice President 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 2020, Sean worked as the Director of the Case Consulting Unit in MassMutual's financial planning department. At the time Sean joined Eagle, he came to the position with nineteen years of financial planning experience supporting financial planners' practices. Sean earned a BS in Management Science and a minor in Marketing from Kean University. Sean is FINRA Series 7 and 66 licensed.

 

 

 

 

 

 

 

 

Fred Ulbrick

Internal Consultant

Fred 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. He has 4 years of experience in the financial services industry, previously spending time with the Operations & Service team within Eagle Strategies. Fred is a graduate of Bates College where he earned a BA in Economics and was a two time All-American lacrosse player. He is FINRA Series 7, 66 and 24 licensed.

 

 

 

 

 

 

 

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.

 

 

 

 

 

 

 

 

Howard Welsh, CFP®

Financial Planning Specialist

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® charterholder since 1996 and is an active member of the Financial Planning Organization (FPO).

 

 

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