Ed March
Operationeel Directeur bij Wellington Shields & Co. LLC (Investment Management)
Profiel
Mr. Edward K.
March is a Head Trader at Wellington Shields & Co. LLC and a Chief Operating Officer & Head Trader at Wellington Shields & Co. LLC.
He is also the firm’s Municipal Principal and Options Principal.
He joined Wellington Shields as a Senior Vice President after closing his own firm Midwood Securities, Inc. in 2011 and was named Head Trader in August 2012.
He joined Midwood Securities in 1995 and was the President from 2005 until 2011 and Chief Executive Officer from 2008 until 2011.
He supervised all trading activity and was in charge of the firm’s information technology and communications systems.
He oversaw the daily activity on the firm’s trading desks in New York City and in Freehold, New Jersey, and managed both individual client relationships and the firm’s overall sales & marketing efforts.
Under his stewardship, Midwood’s equity execution performance had consistently been at the top of its peer list, as measured by Elkins/McSherry Co., a highly regarded trading-cost consultant.
The results mirrored his philosophy of building long-term relationships and serving institutional investors with independent guidance, integrity, confidentiality, reliability, and quality.
Previously, he was with Tucker Anthony, Inc. in Municipal Syndicate.
He began his career on Wall Street as an Intern at Shearson Lehman/American Express.
He is a past member of SIFMA’s Trading Committee and SIFMA’s Institutional Brokerage Committee.
He received his BA – Economics from Lafayette College.
He is a member of the Securities Traders Association of New York (STANY) and currently serves on several FINRA Content committees.
Actieve functies van Ed March
| Bedrijven | Functie | Begin |
|---|---|---|
Wellington Shields & Co. LLC
 Wellington Shields & Co. LLC Investment Banks/BrokersFinance Founded in 2008, Wellington Shields & Co. LLC is a broker/dealer located in New York City. The firm is a subsidiary of Wellington Shields Holdings LLC. Wellington Shields & Co was formed as the result of a merger between Shields & Company and H.G. Wellington & Co., Inc. The firm offers a variety of products and services including equity research and equity and fixed-income investment capabilities. Wellington Shields & Co. is a member of the NYSE, NASDAQ, FINRA and the SIPC. | Trading-Equity | 01-03-2011 |
Wellington Shields & Co. LLC (Investment Management)
 Wellington Shields & Co. LLC (Investment Management) Investment ManagersFinance Wellington Shields & Co. LLC (Investment Management) (WSC-IM) is the wealth management division of Wellington Shields & Co. LLC, a brokerage firm headquartered in New York City. The firm was founded in 2010 and is a subsidiary of Wellington Shields Holdings LLC. WSC-IM provides discretionary and non-discretionary portfolio management advisory services to individuals, corporations, trust, estates, charitable organizations, pension and profit-sharing plans, banks and thrift institutions as well as other types of businesses and institutional clients. | Operationeel Directeur | 01-01-2018 |
Eerdere bekende functies van Ed March
| Bedrijven | Functie | Einde |
|---|---|---|
| Tucker Anthony Sutro | Corporate Officer/Principal | - |
Midwood Securities, Inc.
 Midwood Securities, Inc. Investment Banks/BrokersFinance Founded in 1988, Midwood Securities, Inc. is a broker/dealer located in New York City. The firm provides an array of trading and execution services for institutional clients. They do not provide any internal research. Midwood Securities' products and services include: (1) execution of NYSE and NASDAQ traded shares (2) authoritative, independent, third-party research and analytical tools (3) effective, customized commission recapture programs and (4) quality clearing and support services. The firm provides authoritative, independent, third-party research and an extensive array of analytical tools. These independent research providers' specializations include: (1) fundamental, quantitative and technical analysis (2) arbitrage research tools (3) interest rate analysis (4) fund and portfolio performance (5) execution-cost analysis (6) top-down/bottom-up strategies (7) trading platforms (8) established marketplaces and emerging markets (9) legislative/regulatory prospects and (10) political analysis. Dudack Research Group is a division of Midwood Securities. Dudack provides economic, fundamental, quantitative and technical strategies and tools for institutional money managers. Midwood Securities clears their trades through First Clearing LLC, a guaranteed wholly-owned subsidiary of Wells Fargo. | Directeur van Onderzoek - Eigen Vermogen | - |
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| Bedrijven in privébezit | 4 |
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Midwood Securities, Inc.
Midwood Securities, Inc. Investment Banks/BrokersFinance Founded in 1988, Midwood Securities, Inc. is a broker/dealer located in New York City. The firm provides an array of trading and execution services for institutional clients. They do not provide any internal research. Midwood Securities' products and services include: (1) execution of NYSE and NASDAQ traded shares (2) authoritative, independent, third-party research and analytical tools (3) effective, customized commission recapture programs and (4) quality clearing and support services. The firm provides authoritative, independent, third-party research and an extensive array of analytical tools. These independent research providers' specializations include: (1) fundamental, quantitative and technical analysis (2) arbitrage research tools (3) interest rate analysis (4) fund and portfolio performance (5) execution-cost analysis (6) top-down/bottom-up strategies (7) trading platforms (8) established marketplaces and emerging markets (9) legislative/regulatory prospects and (10) political analysis. Dudack Research Group is a division of Midwood Securities. Dudack provides economic, fundamental, quantitative and technical strategies and tools for institutional money managers. Midwood Securities clears their trades through First Clearing LLC, a guaranteed wholly-owned subsidiary of Wells Fargo. | Finance |
| Tucker Anthony Sutro | Finance |
Wellington Shields & Co. LLC
Wellington Shields & Co. LLC Investment Banks/BrokersFinance Founded in 2008, Wellington Shields & Co. LLC is a broker/dealer located in New York City. The firm is a subsidiary of Wellington Shields Holdings LLC. Wellington Shields & Co was formed as the result of a merger between Shields & Company and H.G. Wellington & Co., Inc. The firm offers a variety of products and services including equity research and equity and fixed-income investment capabilities. Wellington Shields & Co. is a member of the NYSE, NASDAQ, FINRA and the SIPC. | Finance |
Wellington Shields & Co. LLC (Investment Management)
Wellington Shields & Co. LLC (Investment Management) Investment ManagersFinance Wellington Shields & Co. LLC (Investment Management) (WSC-IM) is the wealth management division of Wellington Shields & Co. LLC, a brokerage firm headquartered in New York City. The firm was founded in 2010 and is a subsidiary of Wellington Shields Holdings LLC. WSC-IM provides discretionary and non-discretionary portfolio management advisory services to individuals, corporations, trust, estates, charitable organizations, pension and profit-sharing plans, banks and thrift institutions as well as other types of businesses and institutional clients. | Finance |
