In addition to co-managing Wellington Shields’ All Cap fund, Alex works to identify new equity investments for use across Wellington Shields’ separate account platform. He collaborates with brokers and advisors on portfolio positioning. He also works with clients in discretionary or advisory capacities to build portfolios to meet their unique risk and return requirements. Clients benefit from Alex’s years of experience researching stocks as an equity generalist, and building portfolios as a portfolio manager.
Since merging with Shields & Co. in 2009, Alex has worked as a stock picker for, and eventually co-manager of the Wellington Shields Mutual Funds. Alex joined H.G. Wellington, predecessor firm to Wellington Shields, as an Analyst and Portfolio Manager in 2005. As an equity generalist, he looked across sector and capitalizations to identify timely equity investments and published actionable investment ideas on a weekly basis. He also worked with individual clients on a discretionary and advisory basis. Prior to that, he was an Analyst and Portfolio Manager with Melhado, Flynn & Associates, Inc. and an analyst at a boutique mergers and acquisitions advisory firm. After college, Alex first worked in sales and business development in the pharmaceutical industry.
Alex and his fiancé love to travel to exotic beach and mountain venues. Rather than traditional relaxation, these vacations often include rock climbing, surfing, jungle exploration and other adventurous pursuits. Running, biking, and competing in triathlons are among his slate of after-work pastimes.