Larry Bogert IIIVP, Wealth Advisor

Year joined H.G. Wellington:



Larry believes in investing for the long term without being overly reactionary to the more momentary market “noise.” Understanding the client’s short and long term needs, and listening to their input, is central to Larry’s investment strategy and recommendations before considering if a conservative, balanced or more aggressive style is appropriate. Larry reads a multitude of research material before making investment decisions, including: annual reports, research reports, Barron’s, Wall Street Journal, and Bloomberg.

Previous Experience/Career Highlights:

Prior to the merger which formed Wellington Shields & Co. in 2009, Larry had been a Vice President and Portfolio Manager at H.G. Wellington working with high net worth individuals since 1993. Before that, he had extensive experience in similar roles at several prestigious firms including Shearson Lehman, Alex Brown & Sons, Hornblower Weeks, Hemphill, Noyes & Co. and Spencer Trask.

Education and Certifications:

  • Yale University, BA – American Studies
  • NYU Stern (coursework in Accounting & Business Administration)
  • FINRA Licenses: Series 1, 7, 63, 65

Other Interests and/or Affiliations:

Larry and his wife enjoy Caribbean travel—especially swimming-snorkeling-sailing. He is a member of The Yale Club, The Union Club, Southampton’s Meadow Club and the Breakwater Yacht Club of Sag Harbor. Larry, as a Member of the Men’s Committee, and his wife, as a Member of the Board, have lent generous assistance and support to the Southampton Fresh Air Home, which provides a celebrated summer camp for special needs children.

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