Wellington Shields
Julian LeCraw III is an experienced portfolio manager at Wellington Shields since 2020, following a role in equity research at the same independent wealth management firm from 2017 to 2019. Prior to this, Julian co-founded Gigba, a micro-consulting platform, between 2015 and 2016, and served as a financial analyst at Banks Street Partners, LLC from 2014 to 2015. Julian holds a Bachelor of Business Administration degree in Economics from Babson College, obtained from 2010 to 2013, and attended St. Johnsbury Academy from 2008 to 2010.
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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.