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David Shields
Chief Executive Officer at Wellington Shields & Co. LLC (Investment Management)
David Shields active positions
Companies | Position | Start | End |
---|---|---|---|
Wellington Shields Capital Management LLC
![]() Wellington Shields Capital Management LLC Investment ManagersFinance Wellington Shields Capital Management LLC (WSCM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2010 and is a subsidiary of Wellington Shields Holdings LLC. WSCM provides discretionary and non-discretionary portfolio management advisory services to individuals, corporations, trust, estates, charitable organizations, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Portfolio Manager-Equities | 01/07/2010 | - |
Chairman | 01/01/2023 | - | |
Chief Executive Officer | 01/07/2010 | 01/01/2023 | |
Wellington Shields & Co. LLC
![]() Wellington Shields & Co. LLC Investment Banks/BrokersFinance Founded in 2008, Wellington Shields & Co. LLC is a broker/dealer located in New York City. The firm is a subsidiary of Wellington Shields Holdings LLC. Wellington Shields & Co was formed as the result of a merger between Shields & Company and H.G. Wellington & Co., Inc. The firm offers a variety of products and services including equity research and equity and fixed-income investment capabilities. Wellington Shields & Co. is a member of the NYSE, NASDAQ, FINRA and the SIPC. | Chief Executive Officer | - | - |
Trading-Equity | 23/06/2011 | - | |
Wellington Shields & Co. LLC (Investment Management)
![]() Wellington Shields & Co. LLC (Investment Management) Investment ManagersFinance Wellington Shields & Co. LLC (Investment Management) (WSC-IM) is the wealth management division of Wellington Shields & Co. LLC, a brokerage firm headquartered in New York City. The firm was founded in 2010 and is a subsidiary of Wellington Shields Holdings LLC. WSC-IM provides discretionary and non-discretionary portfolio management advisory services to individuals, corporations, trust, estates, charitable organizations, pension and profit-sharing plans, banks and thrift institutions as well as other types of businesses and institutional clients. | Chief Executive Officer | - | - |
Portfolio Manager-Equities | - | - | |
Boy Scouts of America /Greater New York Councils/
![]() Boy Scouts of America /Greater New York Councils/ Services to the Health IndustryHealth Services Boy Scouts of America provides support services to youth and families. The company was founded in 1910 and is headquartered in New York, NY. | Director/Board Member | - | - |
Career history of David Shields
Former positions of David Shields
Companies | Position | Start | End |
---|---|---|---|
Shields & Co.
![]() Shields & Co. Investment ManagersFinance Established in 1982, Shields & Co., formerly Capital Management Associates (CMA), is a registered investment adviser and mid-cap value manager for pension plans, foundations and endowments, hospitals and private clients. They also manage the Capital Management Mid-Cap and Small-Cap mutual funds. They are located in New York City. | Portfolio Manager-Equities | - | 10/03/2010 |
President | - | 10/03/2010 | |
NYSE Group, Inc.
![]() NYSE Group, Inc. Investment Banks/BrokersFinance NYSE Group, Inc. operates multiple securities stock exchange. It through its subsidiaries operates multiple securities market centers, including the New York Stock Exchange (NYSE) and NYSE Arca (formerly known as the Archipelago Exchange and the Pacific Exchange). It provides securities listings, market information products and services. It offers a range of investment vehicles and order execution services. It operate as electronic platform used to trade securities and security-related financial instruments. It is headquartered in New York, NY. | Corporate Officer/Principal | 01/01/1980 | 25/02/2008 |
Training of David Shields
University of Pennsylvania | Undergraduate Degree |
London School of Economics & Political Science | Graduate Degree |
Statistics
International
United States | 8 |
United Kingdom | 2 |
Operational
Portfolio Manager-Equities | 3 |
Chief Executive Officer | 3 |
President | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Health Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
Shields & Co.
![]() Shields & Co. Investment ManagersFinance Established in 1982, Shields & Co., formerly Capital Management Associates (CMA), is a registered investment adviser and mid-cap value manager for pension plans, foundations and endowments, hospitals and private clients. They also manage the Capital Management Mid-Cap and Small-Cap mutual funds. They are located in New York City. | Finance |
NYSE Group, Inc.
![]() NYSE Group, Inc. Investment Banks/BrokersFinance NYSE Group, Inc. operates multiple securities stock exchange. It through its subsidiaries operates multiple securities market centers, including the New York Stock Exchange (NYSE) and NYSE Arca (formerly known as the Archipelago Exchange and the Pacific Exchange). It provides securities listings, market information products and services. It offers a range of investment vehicles and order execution services. It operate as electronic platform used to trade securities and security-related financial instruments. It is headquartered in New York, NY. | Finance |
Wellington Shields Capital Management LLC
![]() Wellington Shields Capital Management LLC Investment ManagersFinance Wellington Shields Capital Management LLC (WSCM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2010 and is a subsidiary of Wellington Shields Holdings LLC. WSCM provides discretionary and non-discretionary portfolio management advisory services to individuals, corporations, trust, estates, charitable organizations, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Finance |
Wellington Shields & Co. LLC
![]() Wellington Shields & Co. LLC Investment Banks/BrokersFinance Founded in 2008, Wellington Shields & Co. LLC is a broker/dealer located in New York City. The firm is a subsidiary of Wellington Shields Holdings LLC. Wellington Shields & Co was formed as the result of a merger between Shields & Company and H.G. Wellington & Co., Inc. The firm offers a variety of products and services including equity research and equity and fixed-income investment capabilities. Wellington Shields & Co. is a member of the NYSE, NASDAQ, FINRA and the SIPC. | Finance |
Wellington Shields & Co. LLC (Investment Management)
![]() Wellington Shields & Co. LLC (Investment Management) Investment ManagersFinance Wellington Shields & Co. LLC (Investment Management) (WSC-IM) is the wealth management division of Wellington Shields & Co. LLC, a brokerage firm headquartered in New York City. The firm was founded in 2010 and is a subsidiary of Wellington Shields Holdings LLC. WSC-IM provides discretionary and non-discretionary portfolio management advisory services to individuals, corporations, trust, estates, charitable organizations, pension and profit-sharing plans, banks and thrift institutions as well as other types of businesses and institutional clients. | Finance |
Boy Scouts of America /Greater New York Councils/
![]() Boy Scouts of America /Greater New York Councils/ Services to the Health IndustryHealth Services Boy Scouts of America provides support services to youth and families. The company was founded in 1910 and is headquartered in New York, NY. | Health Services |
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