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
View more

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

More profiles to browse

AC
Alexander Cripps
Co-Chief Investment Officer, Senior Portfolio Manager
DS
David Shields
Chairman, Managing Member
Profile Photo
Philip Curcuru
Chief Financial Officer, Managing Member
PW
Philip Walkley
Senior Wealth Advisor

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management