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Jameson McFadden
President, Managing Member, Senior Portfolio Manager at Wellington Shields Capital Management, LLC
About
Jameson McFadden is President, Managing Member, and Senior Portfolio Manager at Wellington Shields Capital Management, LLC, a New York-based wealth management and investment advisory firm. In this role, he oversees daily operations, firm policy, revenue-producing activities, and the management of financial affairs, while also serving as a senior portfolio manager and co-manager of the firm’s All-Cap Fund. He is responsible for leading marketing initiatives, recruitment, and cybersecurity risk management, and maintains an active role in client portfolio management and investment committee decisions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wellington Shields | President, Managing Member, Senior Portfolio Manager | Jan 2006 to Present | — |
| Flowers Foods & Subsidiaries | Board of Directors | Jan 2021 to Present | — |
| Blue Quail Wines | Director of Sales and Marketing | Jun 2010 to Jan 2021 | — |
Education
New York University
Master of Business Administration
2015 — 2017
Loyola Marymount University
Bachelor of Arts, History
2000 — 2004
Others at Wellington Shields Capital Management, LLC (12)
| Name | Role | Location |
|---|---|---|
A Alexander Cripps | Portfolio Manager | New York, NY , United States |
 | Sr. Vice President | Thomasville, GA , United States |
J Julian LeCraw | Portfolio Manager | New York, NY , United States |
M Mark Pankoff | Executive Vice President | New York, NY , United States |
P Paul Gulden | Managing Director | United States |
 | President | New York, NY , United States |
 | Senior Vice President | Philadelphia, PA , United States |
H Haocheng Du | Investment Banking Analyst | Baltimore, MD , United States |
J Jay Cooper | Solar Industry Analyst | New York, NY , United States |
M Max Ule | Vice-President, Investments | New York, NY , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
 | Managing Director - Head of Portfolio Construction and Analytics | Sustainable Insight Capital Management, LLC | Sydney, NSW, Australia |
 | Director of Research | Estabrook Capital Management | New York, NY , United States |
 | Vice President | Estabrook Capital Management | New York, NY , United States |
