Wellington Management is one of the world’s leading independent asset managers. Since our foundation in 1928, we have expanded from our headquarters in Boston to the main international and Asian financial centres, providing clients with local knowledge and global expertise. Learn more about our company USD 1 T+ Client assets under management (USD)
Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. The firm serves as an investment advisor to over 2,200 institutions in over 60 countries, as of 30 June 2020.
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Our Team – Wellington Shields & Co. LLC Our Team People are our most valuable asset. We have hand-picked our team of professionals, and do our utmost to sustain a dynamic and supportive environment where they can thrive. Leadership Board of Directors Divisions Offices Search Individuals David V. Shields Gail Dudack W. Jameson McFadden
Wealth Management. Your success has created opportunities, but it has also created complexity. Managing your wealth demands a holistic approach and time-tested process. Our planning discipline encompasses all aspects of your personal and business finances, ensuring everything works in harmony. We will consult with you to design a strategy to pursue all of your life goals for today and future generations.
Our founding team at Wellington-Altus has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust. Meet our leaders An Independent Alternative to Wealth Management Wellington-Altus advisors are entrepreneurs who value an independent approach to investing and wealth management.