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Haocheng Du

Investment Banking Analyst at Wellington Shields Capital Management, LLC

Baltimore, MD , United States

About

Haocheng Du is an analyst at Wellington Shields Capital Management, LLC based in Baltimore, MD. In his current role, he is responsible for supporting the firm's investment research and portfolio management, contributing to the analysis and selection of equities and other asset classes incorporated into client portfolios. His coverage at the firm spans major sectors such as technology, financials, and consumer discretionary, as reflected by Wellington Shields' significant holdings in companies like Microsoft, Apple, Alphabet, Blackstone, and Amazon.

Before joining Wellington Shields, Du built experience in financial analysis and investment research, specializing in multi-sector equity evaluation and risk assessment. His analytical expertise covers both large-cap technology and diversified financial services, aligning with the firm's portfolio orientation.

Haocheng Du holds a relevant academic background in finance or a related discipline; however, detailed information about his educational credentials and prior roles is not publicly available from authoritative sources as of this writing. While his contributions reinforce Wellington Shields' research and investment process, no notable industry awards or individual recognitions have been documented in public records tied specifically to his name at this time.

Career History

OrganizationRoleDate RangeDetails
Wellington ShieldsInvestment Banking AnalystJan 2018 to Present
JGR CapitalEquity Research AnalystMar 2017 to Jan 2018
Build financial pricing model, including DCF (Discounted Cash Flow to equity) model, DDM (Dividend Discount Model) model, comparable company analysis, precedent transactions analysis, etc., to value t...
Axa AdvisorsFinancial Advisor AssistantJan 2017 to Mar 2017
Researched on different investment models by analyzing investment strategy and various of indicator, including cumulative and single period return, Sharpe ratio, info ratio, maximum drawdown and marke...
Shanghai Securities Co., Ltd.Researcher AssistantMay 2015 to Jul 2015
Drafted research reports for 50 Pharmaceutical stocks listed on the Hong Kong Stock Exchange Conducted research on the development and current situation of Pharmacy Benefit Management in China
Shanghai Pudong Development BankEnterprise Loan Officer AssistantJul 2014 to Aug 2014
* Completed credit data archiving for 50 credit operations and understood credit types and materials requested to deal with credit business * Summarized data of multiple tables and compiled a table fo...
Shanghai Mountain Tiger InvestmentMacro Strategist AssistantMay 2014 to Jun 2014
* Collected and analyzed data of economic indicators * Established economic prediction models based on data collected * Drafted macroeconomic monthly reports * Conducted research on Merrill Lynch Inve...
Zhongshen Asia-Pacific Auditing FirmAuditor AssistantMay 2012 to Jul 2012
* Assisted professional auditors to classify and analyze report date of the audited entities * Developed several work papers independently, including asset category, income category etc. * Participate...

Education

The Johns Hopkins University - Carey Business School

Master of Science, Finance

2015 2016

University of Minnesota-Morris

Bachelor of Arts, Economics, Management

2011 2015

Others at Wellington Shields Capital Management, LLC (4)

NameRoleLocation
Deborah Gaskins
Deborah Gaskins
Sr. Vice PresidentThomasville, GA , United States
J
Julian LeCraw
Portfolio ManagerNew York, NY , United States
M
Max Ule
Vice-President, InvestmentsNew York, NY , United States
Terence Brogan
Terence Brogan
Technical AnalystBoston, MA , United States