our team
Meet Our Most
New Address as of 10/4/24 — 60 Broad Street, 39th Floor, New York, NY 10004
Our TeamJeffrey FoleyHead Equity Trader – Herbst Wealth Management
Year joined Wellington Shields:
2014
Current:
Jeff is the Head Equity Trader at Herbst Wealth Management. Herbst Wealth Management manages assets for high net worth individuals and families as well as foundations and endowments.
Previous Experience/Career Highlights:
Various summer internships
Education and Certifications:
- Fordham University – Gabelli School of Business, BS – Finance & Marketing
Other Interests and/or Affiliations:
Jeff enjoys playing golf and basketball in his free time. He also likes traveling in Europe and cooking.
