David Stratton CFA 2018-11-11T13:55:08+00:00

Project Description

David M. Stratton CFA

Research Analyst – Great Lakes Review (GLR), a division of Wellington Shields & Co. LLC

Year joined Wellington Shields:  2014

Current:
David joined GLR as a Research Analyst in 2014 and provides research analysis of the approximately 30 companies in the Great Lakes Review Coverage Universe. Great Lakes Review is a research boutique focused on seeking out the highest-quality, medium sized companies headquartered in the Midwest, regardless of industry, for the fundamentally-oriented investor.

 Previous Experience/Career Highlights:
Prior to joining GLR, David was an Associate Wealth Management Advisor for Northwestern Mutual.

While attending university, David worked as a Warehouse Tech for Panduit, an Electrical/Electronic Manufacturing firm.

Earlier, David worked as a Project Manager at Stratton Greenhouses, Inc., where he maintained the delivery fleet and facilities, spearheaded capital projects, and oversaw the paver division of landscaping.

Education and Certifications:

  • Northern Illinois University, BS – Finance,
  • Chartered Financial Analyst (CFA®)
  • CFA Society of Cleveland, Member

Other Interests and/or affiliations:
David is a native of Bluffton, Ohio where he lives with his wife and child. In his free time, David enjoys woodworking and metalworking.

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