Wellington Shields
Andrea B. Costello is an accomplished finance professional with extensive experience in institutional sales and business development. Currently serving as SVP and Head of Business Development at Wellington Shields, Costello collaborates with senior management on strategic projects and leads institutional research sales at Dudack Research Group. Previously, Costello was the Head of Institutional Research Sales at Dudack Research Group, where significant revenue growth was achieved through effective client relationship management. Additionally, Costello launched and managed a consulting firm focused on advising start-ups in financial research and broker-dealer services. Costello's career includes senior positions at Prudential Financial and product marketing roles at Donaldson, Lufkin & Jenrette and L.F. Rothschild & Co. Costello holds a Bachelor of Science from Cornell University and has completed executive education programs at Harvard Business School and Columbia Business School.
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Wellington Shields
Wellington Shields is an independent wealth management firm with roots dating back to 1925. We are dedicated to delivering high-quality, objective investment advice to high net worth individuals and families, institutions, Trusts and estates, foundations and endowments. Wellington Shields’ elite group of professionals are from a variety of backgrounds and share one key characteristic: the clear ability to help people manage their wealth while providing world-class service. Its mission and tradition is: To provide a relationship-oriented brokerage firm that is client-centric and not transaction-driven. To act as a fiduciary in representing our clients and as an agency advocate eliminating conflicts of interest. To deliver cost-effective qualitative investment solutions that seek to increase wealth, preserve capital and reduce taxes. Contact a Wellington Shields & Co. LLC advisor to see how we can help you.