Joe is a problem-solver. He works with Senior Management, Compliance, Accounting, Financial Advisors and Client Service Associates. When problems arise, he researches them to bring about a quick solution to ensure an overall positive experience.
Joe has been associated with Wellington Shields or its predecessor firms for 58 years as of 2018.
While a student at Brooklyn Community College in 1960, Joe began his finance career as a messenger at McMullen and Hard. He continued his studies at the New York Institute of Finance. He was quickly promoted to the operations area where he performed many time-consuming back office tasks such as stock record, P&S, and margin. Joe remained with the combined firms after the merger with H.G. Wellington & Company in 1978 and when Wellington merged with Shields & Company in 2009. Over the years, Joe’s role expanded as he took on more responsibilities as VP of Operations.
Joe is beloved “grandpa” to his seven grandchildren. He and his wife enjoy cheering them on at sporting events and performances.