our team
Meet Our Most
New Address as of 10/4/24 — 60 Broad Street, 39th Floor, New York, NY 10004
Our TeamAndrea Costello, CFP®SVP, 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
- Harvard Business School, Executive Education
- Columbia Business School, Leadership Development
- FINRA Licenses: Series 7, 63
- CFP® Certification
Other Interests and/or Affiliations:
Andrea is a Member of The Financial Planning Association® (FPA®), 100 Women in Finance, CFA Society of New York, Cornell Alumni Association, and Cornell Alumni Admissions Ambassador Network (CAAAN) and has been an Executive Council Member of Ellevate Network.
Outside her professional life, Andrea prioritizes time spent with her children. She finds balance through cooking and gardening, and enjoys travel, exercise, and long walks. 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.
