Terence Brogan CMTCo-Head Market Technician and Equity Market Strategist – Brogan Group Equity Research

Year joined H.G. Wellington:



Terence is the Co-Head Market Technician and Equity Market Strategist for Brogan Group Equity Research (BGER), which is a division of Wellington Shields & Co, LLC. He is responsible for producing and marketing The Brogan Group’s Money Flow/Relative Performance Equity Research. In addition, Terence is the editor of a daily market letter called “The Relative Report” where he provides daily commentary on equity market strategy using their proprietary money flow research and asset allocation to help institutional money managers with their investment decision process.

Previous Experience/Career Highlights:

Terence joined his Father at Brogan Group Equity Research in 2002, and in so doing, it became a family-managed research firm. His brother, Rob, joined them in 2008 just prior to the merger with Shields & Company in 2009 to form Wellington Shields & Co, LLC.

Earlier, Terence was part of John Hancock’s wholesale distribution team that provided investment products to retail brokers in New York and New Jersey territories.

Education and Certifications:

  • Saint Anselm College, BA – Psychology
  • FINRA Licenses: Series 6, 7, 63, 65, 87

Other Interests and/or Affiliations:

  • CMT Association,® Member
  • Chartered Market Technician,® CMT

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