Wellington Shields
Benjamin Brietstein, MBA, is a Client Services Representative at Wellington Shields since July 2023. Previous experience includes an Estate Planning Summer Intern role at Summit Trail Advisors, where Benjamin participated in weekly meetings and prepared for client interactions. As a Junior Researcher at Quantitative Systems, Benjamin utilized LinkedIn Recruiter for candidate sourcing. A Portfolio Analysis Intern at Pacer ETFs, Benjamin built comparative graphs and conducted financial product analysis to assist clients. During a Leadership Development Internship at RippleMatch, Benjamin collaborated with leadership to enhance campus user engagement through various strategies. Earlier experience as a Summer Camp Counselor at Camp Takajo involved leading young children in skills development. Benjamin holds an MBA with a concentration in Finance and a BS in Business Administration from Binghamton University, along with an Advanced Regents Diploma from Roslyn High 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.