CoverProfile

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
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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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