In addition to co-managing Wellington Shields’ All Cap fund, Alex works to identify new equity investments for use across Wellington Shields’ separate account platform. He collaborates with brokers and advisors on portfolio positioning. He also works with clients in discretionary or advisory capacities to build portfolios to meet their unique risk and return requirements. Clients benefit from Alex’s years of experience researching stocks as an equity generalist, and building portfolios as a portfolio manager. Since merging with Shields & Co. in 2009, Alex has worked as a stock picker for, and eventually co-manager of the Wellington Shields Mutual Funds. Alex joined H.G. Wellington, pr