Mark SperrySVP, Senior Wealth Advisor
Year joined H.G. Wellington:
1986
Current:
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.
Previous Experience/Career Highlights:
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 1986 through the merger with Stillman, Maynard and Co. where he began his career in 1984. Mark feels fortunate that his entire career has been spent essentially with the ‘same’ firm and is proud of the company’s consistent high standards and core values.
Education and Certifications:
- University of Vermont, BS – Resource Economics
- FINRA Licenses: Series 7, 24, 63, 65
Other Interests and/or Affiliations:
Family, boating, stand-up paddle board, skiing, racquet sports, yoga and meditation, environmental and spiritual awareness, being in Nature, historical fiction, and backgammon.
