James Shadek 2018-12-11T16:33:22+00:00

Project Description

James Shadek

Financial Advisor

 Year joined H.G. Wellington: 1986

Current:
James is a Financial Advisor and believes in a long-term investment strategy, mainly in equities. He looks for reasonably-priced stocks backed by good managements with competitive advantages and powerful brands. He also likes to have some income-oriented stocks in the mix.

Previous Experience/Career Highlights:
James was a Financial Advisor at H.G. Wellington from 1986-2009 when the firm merged with Shields & Company to form Wellington Shields & Co., LLC.

He joined H.G. Wellington in 1986 due to the merger with Stillman, Maynard & Co., a year after he had purchased an interest in Stillman. Before that, James worked for Moore & Schley as a registered representative and limited partner from 1979-1985.

James is the former part owner of the Pax World Management Company, an adviser to the Pax World funds, a leader in ESG investing which considers environmental, social and governance issues in the investment process.

Education and Certifications:

  • Columbia College, BA
  • NYU Stern School of Business, MBA – Marketing
  • FINRA Licenses: Series 7, 63

Other Interests and/or affiliations:
James enjoys spending time with family. In his free time, he likes watching movies and is especially fond of “westerns”.

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