What departments does Wellington Shields have?

Wellington Shields has employees across 9 departments including Operations, Finance, Analytics, Research, Program & Project Management.

What is the largest department at Wellington Shields?

The largest department at Wellington Shields is Analytics with 5 employees.

Where are Wellington Shields employees located globally?

Wellington Shields has employees across 1 continents and 1 countries including United States Of America.

How has Wellington Shields's team size changed over time?

Wellington Shields's team has decreased from approximately 46 to 43 employees based on available data.

Wellington Shields Employee Directory

Q: Who are Wellington Shields's key employees and leadership?

Wellington Shields's key employees include: Cco: S. P., Chief Operating Officer: E. M., Vice President And Portfolio Manager: K. V..

Investment ManagementNew York, United States51-200 Employees

Wellington Shields is an independent wealth management firm with roots dating back to 1925. It provides objective investment guidance to a client base that includes high-net-worth individuals and families, institutions, trusts and estates, foundations, and endowments. The team comprises professionals from diverse backgrounds who focus on helping clients manage wealth with attentive, service-oriented guidance.

The firm operates under a fiduciary standard, seeking to represent clients' interests and minimize conflicts of interest. It emphasizes a relationship-centric, client-focused approach rather than a transaction-driven model, offering cost-efficient qualitative investment solutions aimed at growing wealth, preserving capital, and reducing taxes. Based in New York City, New York, Wellington Shields positions itself as a mid-sized presence within the investment management landscape.

Wellington Shields Global Highlights

North America
118

United States Of America
118

Wellington Shields's Leadership

S. P.
Cco
Mobile Phone
Email
E. M.
Chief Operating Officer
Mobile Phone
Email
K. V.
Vice President And Portfolio Manager
Mobile Phone
Email
C. M.
Senior Vice President Cco
Mobile Phone
Email
R. D.
Partner
Mobile Phone
Email
E. M.
Senior Vice President Head Trader
Mobile Phone
Email
J. A.
Vice President
Mobile Phone
Email
J. C.
Vice President, Compliance Associate
Mobile Phone
Email

Wellington Shields Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Entrepreneurship
Business
Community & Social Services
Other

Contact profiles from Wellington Shields

Name

Title

Contact Info

Location

Last Update

L. B.
Broker
Mobile Phone
Email
Oct 18, 2024
N. C.
Associate
Mobile Phone
Email
Jun 01, 2025
N. K.
Investment Adviser
Mobile Phone
Email
Oct 23, 2024
P. M.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024
P. W.
Analyst
Mobile Phone
Email
Oct 21, 2024
S. J.
Associate Investment Banking
Mobile Phone
Email
Oct 23, 2024
T. W.
Financial Adviser
Mobile Phone
Email
Jun 16, 2025
T. H.
Analyst
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Wellington Shields known for?

Wellington Shields operates in the Investment Management industry. Explore Wellington Shields's company overview page for more information.

What is Wellington Shields's most common email format?

Wellington Shields employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wellington Shields email formats with LeadIQ.

How many employees does Wellington Shields have currently?

Wellington Shields has approximately 64 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Wellington Shields's key employees and leadership?

As of August 2026, Wellington Shields's key employees include:

Cco: S. P.
Chief Operating Officer: E. M.
Vice President And Portfolio Manager: K. V.
Senior Vice President Cco: C. M.
Partner: R. D.

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Wellington Shields Employee Directory

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