Haocheng Du
Investment Banking Analyst at Wellington Shields Capital Management, LLC
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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Wellington Shields | Investment Banking Analyst | Jan 2018 to Present | — | 
| JGR Capital | Equity Research Analyst | Mar 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 Advisors | Financial Advisor Assistant | Jan 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 Assistant | May 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 Bank | Enterprise Loan Officer Assistant | Jul 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 Investment | Macro Strategist Assistant | May 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 Firm | Auditor Assistant | May 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)
| Name | Role | Location | 
|---|---|---|
| Sr. Vice President | Thomasville, GA , United States | |
| JJulian LeCraw | Portfolio Manager | New York, NY , United States | 
| MMax Ule | Vice-President, Investments | New York, NY , United States | 
| Technical Analyst | Boston, MA , United States |