CoverProfile

Kristi Furnari

Portfolio Manager

Wellington Shields & Co LLC

United States, Florida, Flagler Beach

About Me

Kristi has mastered positions in several areas within the firm, including Portfolio Management, Systems Management, and Advisory Compliance. Most of all, she enjoys working with clients to create individualized investment portfolios based on long-term needs. She is grateful to be able to make a significant contribution toward the successful attainment of her client’s professional and financial goals.

Profile Information

Portfolio Manager

Wellington Shields & Co LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Flagler Beach

Florida

United States

Oct 4, 2024

Work Experience

Ripple Coworking

Manager
Jan 2017

Wellington Shields & Co.

Portfolio Manager
Jan 2002 - Present
Email: kfurnari@wellingtonshields.com

More profiles to browse

AC
Alexander Cripps
Co-Chief Investment Officer, Senior Portfolio Manager
CT
Charles Thompson
Senior Wealth Advisor
PP
Patricia Powell
Senior Financial Advisor
PG
Paul Gulden
Managing Member, Co-Chief Investment Officer and Managing Director

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST