Steve Portas

Chief Compliance Officer at Great Lakes Review - a division of Wellington Shields & Co. - New York, NY, US

Steve Portas's Contact Details
HQ
212-320-3000
Location
Company
Great Lakes Review - a division of Wellington Shields & Co.
Steve Portas's Company Details
Great Lakes Review - a division of Wellington Shields & Co. logo, Great Lakes Review - a division of Wellington Shields & Co. contact details

Great Lakes Review - a division of Wellington Shields & Co.

New York, NY, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

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.

Finance Market Research Management Investment Open-ended Investment Management
Details about Great Lakes Review - a division of Wellington Shields & Co.
Frequently Asked Questions about Steve Portas
Steve Portas currently works for Wellington Shields.
Steve Portas's role at Wellington Shields is Chief Compliance Officer.
Steve Portas's email address is ***@wellingtonshields.com. To view Steve Portas's full email address, please signup to ConnectPlex.
Steve Portas works in the Investment Management industry.
Steve Portas's colleagues at Great Lakes Review - a division of Wellington Shields & Co. are Deborah Gaskins, Joseph Cembrola, Elliott Schlang, Patricia Powell, Neal Johnson, BOB Brogan, Ellen Purinton and others.
Steve Portas's phone number is 212-320-3000
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