Geza John MarxSenior Wealth Advisor
Year joined Wellington Shields:
2020
Current:
Geza is a Senior Wealth Advisor with Wellington Shields Capital Management.
Previous Experience/Career Highlights:
Prior to joining WSCM, Geza was a Managing Member and one of the three original founders of Marlcroft Asset Management in 1997.
Geza’s entire professional career, has been in the personal investment management business. He has an extensive background of working with individuals, trusts and estates.
Prior to forming Marlcroft, Geza spent nearly 20 years as a portfolio manager in the private banking divisions of Bankers Trust (now Deutsche Bank) and Citigroup.
Geza earned a Bachelor of Arts in Economics from Rutgers University (1977) and a Masters of Business Administration in Finance from Pace University (1980). He continued his professional education by completing the Chartered Financial Analyst program and received the designation as a CFA in 1986. While he did earn the CFA, he has not kept it current. Geza’s investment philosophy can be described best by this phrase: “The discipline in investing comes in determining value, not designation of style. Investing has been, and will always be, about buying securities at the right price and at the right time.”
Education and Certifications:
- Rutgers University, NJ – Bachelor of Arts, Economic (1977)
- Pace University, NY – Masters of Business Administration (1980)
Other Interests and/or Affiliations:
Geza is a voracious reader of World War II history, avid follower of college basketball and very involved with his local church.
