
Mark Sperry
Senior Vice President
Wellington Shields & Co LLC
United States, New York, New York
About Me
At Wellington Shields, Mark believes in the process of extensive research to uncover unique companies with a strong emphasis on value. Patience and discipline are important ingredients when building portfolios as well as adhering to his clients’ financial needs. As a long-term investor, he particularly enjoys identifying investment themes early that have the potential for exceptional growth. Mark joined Wellington Shields through the merger with H.G. Wellington & Co. where he was a SVP, Portfolio Manager in the Investment Advisory Division and a Board Member (from 2007-2009). Previously, Mark was a VP, Account Executive of the Broker Dealer Division (2002-2007). He joined H.G. Wellington in
Profile Information
Senior Vice President
Wellington Shields & Co LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
May 16, 2024
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