Andrea CostelloSVP, Head of Business Development / Head of Institutional Research Sales – Dudack Research Group, a division of Wellington Shields & Co. LLC
Year joined Wellington Shields (WSC):
2011 (joined DRG 2009)
Current:
Andrea works with senior management of Wellington Shields (WSC) on strategic projects to enhance and grow our wealth management services and recruitment. Additionally, she serves as Head of Institutional Research Sales for Dudack Research Group (DRG), a division of Wellington Shields, marketing US macro research to buy-side firms including mutual funds, hedge funds, pension funds, and family offices. This includes US equity market strategy, and two models (SP1500 momentum model and SP1500 valuation model).
Previous Experience/Career Highlights:
Prior to Dudack/Wellington, Andrea was an SVP and top performer at Prudential Financial in Institutional Equity Sales, promoting the firm’s equity research to large institutional investors in the US and Canada. Andrea frequently organized special events and highly coveted meetings between her clients and senior corporate managements. Earlier, she served as a Vice President of Product Marketing at both LF Rothschild and Donald, Lufkin & Jenrette, marketing research to the internal sales teams in New York, London, Paris, Geneva, and Lugano. Andrea began her career in private banking at Chase Bank (now JP Morgan) as an Investment Associate in the Investment Management Division, but it was her summer internships at Salomon Brothers in Government Bonds that triggered a passion to forge a Wall Street career.
Education and Certifications:
- Cornell University, BS – Applied Economics & Management
- Certified Financial Planner Certificate, Adelphi University
- Harvard Business School, Executive Education
- Columbia Business School, Leadership Development
- FINRA Licenses: Series 7, 63
Other Interests and/or Affiliations:
Andrea is an Executive Council Member of Ellevate and a member of National Investor Relations Institute, 100 Women in Finance, CFA Society of New York, Cornell Alumni Association, and Cornell Alumni Admissions Ambassador Network (CAAAN).
Time spent with her two children is a top priority for Andrea. The Costellos love going to the theater, athletic activities, playing with their dog, and simply hanging out binge-watching Netflix favorites. She has served as President of the Munsey Park Women’s Club, and on the board of other local educational and civic organizations, and mentored dozens of Cornell students who share her interest in finance.
