Eagle Capital Advisors, LLC

Susan Frois is a financial advisor at Eagle Capital Advisors, LLC, holding a Series 65 designation with seven years of industry experience. She has been with Eagle Capital Advisors since 2015. Eagle Capital Advisors is an employee-owned, independent advisory firm managing approximately $88 million in discretionary assets for about 62 clients, including individuals, high-net-worth households, charitable organizations, corporations, and pension plans. The firm provides customized portfolio management focused on tax efficiency and fee minimization, combining fundamental and quantitative equity analysis with a fixed-income strategy that emphasizes shorter durations and credit selection.

Michael Pelosi is a CFA® charterholder with 22 years of industry experience. He is a financial advisor at Eagle Capital Advisors, LLC and also serves as the CFO of Paul Dinto Electrical Contractors, an electrical contracting company. Eagle Capital Advisors is an employee-owned independent firm managing approximately $88 million in discretionary assets for individuals, high-net-worth households, charitable organizations, corporations, and pension plans. The firm offers customized portfolio management focused on individual equities and bonds to enhance tax efficiency and minimize layered fees, combining fundamental analysis with quantitative equity selection and a conservative approach to fixed-income management.