New Address as of 10/4/24 — 60 Broad Street, 39th Floor, New York, NY 10004

Three colleagues talking in an office hallway
our team

Meet Our Most
Valuable Assets

Jeffrey 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.


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