Wellington Shields
Joseph Barbera is currently a Wealth Management Associate at Wellington Shields since June 2023, having previously served as a Financial Representative and Investor Center Intern at Fidelity Investments. Joseph gained experience as a Research Consultant at LSEG (London Stock Exchange Group) and as a Summer Consultant for Microsoft in 2022. Early career roles included Business Development Analyst at American Public Television and internships at Flicker Productions and Joule Entertainment. Joseph holds a Master's degree in Finance from Georgetown University McDonough School of Business and a Bachelor's degree in Communication from Boston University, along with an Intensive Method Acting Degree from the Lee Strasberg Theatre & Film Institute and an Associate of Arts from Suffolk County Community College.
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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.