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. 

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. 

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. 

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.