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Terence Brogan
Technical Analyst at Wellington Shields Capital Management, LLC
About
Terence Brogan, CMT, is the Co-Head Market Technician and Equity Market Strategist at The Brogan Group Equity Research, a division of Wellington Shields & Co., LLC, based in Boston, Massachusetts. In his current role, he is responsible for producing and marketing advanced money flow and relative performance equity research, serving institutional money managers with daily market commentary and equity strategy through publications such as The Relative Report.
Brogan specializes in equity markets and asset allocation, utilizing proprietary money flow analytics to inform market strategy decisions for institutional investors managing significant portfolios. His primary focus is on large-cap U.S. equities, sector rotation, and technical analysis-based investment strategies.
Prior to joining The Brogan Group in 2002, he worked on the wholesale distribution team at John Hancock, supporting investment product distribution to retail brokers in New York and New Jersey. He is a Chartered Market Technician (CMT), recognized for his expertise in technical market analysis and systematic money flow models, which have contributed to the investment decision processes of a notable client base in the institutional investment community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wellington Shields & Co, LLC | Technical Analyst | Jun 2002 to Present | — |
| John Hancock Life Insurance Company (U.S.A.) | Internal Wholesaler | Jan 2000 to Jan 2002 | — |
Education
Saint Anselm College
BA, Psychology
1994 — 1998
Skills & Expertise
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 Jameson McFadden | President, Managing Member, Senior Portfolio Manager | New York, NY , 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 |
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| Managing Director - Head of Portfolio Construction and Analytics | Sustainable Insight Capital Management, LLC | Sydney, NSW, Australia | |
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