Wellington Shields
James Fahey currently serves as Vice President and Wealth Advisor at Wellington Shields, a position held since November 2016. Prior to this role, James was the Director of Investments at Oppenheimer & Co. Inc. from September 2012 to November 2016 and worked as a VP International Financial Advisor at Merrill Lynch between July 2005 and September 2012. James' extensive career in finance began at Salomon Smith Barney Holdings Inc. where James rose to the position of Senior Vice President while also leading the FA Corporate Client Group. Academically, James holds an MBA in Finance and Financial Management Services from Iona University and a Bachelor of Business Administration in Marketing from the same institution, complemented by a foundational education at Cardinal Spellman 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.