Julian LeCraw

Julian LeCraw III is a Portfolio Manager at Wellington Shields Capital Management, LLC in New York, overseeing investment strategies and client portfolios since 2020. He is responsible for managing allocations across public equities, with a particular focus informed by his equity research background at the firm. His role includes evaluating investment opportunities and implementing tactical decisions for a wide range of client accounts.

Julian's career began in investment banking in 2014, specializing in Mergers & Acquisitions before moving into portfolio management and research. This background gives him expertise in corporate transactions, financial analysis, and equity research, providing an analytical edge in evaluating investments within both growth and value sectors. At Wellington Shields, he uses his experience to inform security selection and portfolio construction for individual and institutional clients.

He holds a BS in Business Administration with a concentration in Economics from Babson College. Notably, Julian is recognized for blending rigorous analytical skills with sector expertise, contributing to the firm's research function and investment committee. He is also active in the investment community and enjoys backpacking and sailing outside of his professional commitments.