Fundamental Analysis


Portfolio Manager, Co-CIO

Education: Bachelor’s Degree in Biology from Reed College, Portland OR.

Business Background: Mr. Cripps co-managaes the Wellington Shields All Cap mutual fund, and the Capital Management Small and Mid Cap Mutal funds in addition to separate accounts. Mr. Cripps has worked as an analyst and portfolio manager since 2002. He joined HG Wellington, a predecessor firm to WSCM, in 2005. He is a member of the New York Society of Security Analysts, the CFA Institute, and his spare time, the Brooklyn Triathlon Club.

Analyst, Vice President

Education: BA, Brown University; MBA, New York University; MS, Columbia University.

Business Background: Ms. Ferst is a consumer analyst with over 20 years of experience in global investment research and strategic communications. She has a 360 degree perspective on the research process, having seen it from the buy side, sell side and inside. She started in equity research as a buy side analyst with Irving Trust and stayed on after it was acquired by Bank of New York. She was named to the Institutional Investor All Star team and recognized for equity research excellence by The Wall Street Journal while working on the sell side at SG Warburg and Prudential Securities. Her investor relations experience includes counseling Sara Lee Corporation and Unilever. A native of Atlanta, Ms Ferst was formerly president of the Consumer Analysts Group of New York.

Please click here for important research disclosures.


Education: BA from the University of Maryland

Business Background: Mr. May joined Wellington Shields as an equity analyst in 2011. He has followed electric and gas utilities for over thirty years and has previously been with Alex Brown & Sons, Ferris Baker Watts, Gardner & Preston Moss/INVESCO, Friedman Billings Ramsey & Co., and Soleil Securities. He founded Power Insights in March 2003 to focus primarily on small- to midcap electric utility companies. Mr. May is a member of the CFA Institute and the Providence Society of Financial Analysts.


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