- Equity Risk Management
- Investment Advisory
- Investment Banking
- Mutual Funds
Wellington Shields & Co. LLC believes every investor’s portfolio should be strategically balanced to ensure alignment with their investment goals. Asset allocation and diversification are paramount to building a balanced portfolio. Fixed Income investments such as CD’s, treasuries, corporate and municipal bonds are a vital part of your portfolio and can be implemented to correspond with every stage of your investing life-cycle. Every investor’s goals are unique and your Wellington Shields & Co. LLC advisor will work with you to determine how to allocate bonds to meet your individual needs and risk tolerance. Bonds can:
- provide portfolio stability to help cushion against the volatility of the stock market
- pay a dependable stream of income, including tax-free income, which can help with living expenses
- provide competitive rates of return to grow your capital
- fulfill different functions at different points in your life to help you achieve your financial goals
Wellington Shields & Co. LLC has an experienced Fixed Income trading department to assist you and your advisor in implementing a plan whether you are just starting out in your career or you are already enjoying retirement. We would welcome the opportunity to review your current fixed income investments in order to ascertain their appropriateness to your current goals and risk tolerances.
Vice President and Portfolio Manager
Education:BS in Applied Mathematics and Statistics from SUNY Stony Brook in 1997.
Business Background: Joined Wellington Shields and Co in 2001 as an Assistant Fixed Income Portfolio Manager. Prior to joining our firm, Ms. Connolly worked at Cowen and Company from 1997 to 1999.
Wellington Shields & Co. LLC
140 Broadway New York, NY 10005 212-320-3000