Shields & Company, Inc.
Firm details
- Headquarters
- Waltham, Massachusetts
- CRD number
- 30000
- Registered since
- March 18, 1992
- Website
- www.shieldsco.com
Firm profile
FINTRXOverview
Shields & Company, Inc. is organized as a privately held corporation under individual ownership and is classified as an investment bank. The firm's profile indicates it operates from an advisory/transactional posture rather than as a capital allocator; it is not identified as engaging in ESG-led investing, pension consulting, or functioning as a related adviser to another investment manager. Publicly available entry fields do not list the firm's client segments, fee structure, specific business lines, or advisory service offerings. That absence makes it difficult to draw conclusions about target client types, mandate scopes, or typical engagement models from the provided dataset.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8
Kevin Jolley
Managing DirectorCRD 4047876

Darwin Olympia
Managing DirectorCRD 4207986

Christopher Nicholas
Managing PartnerCRD 5260410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Waltham, MA
Middlesex
Location
Waltham, MA
Headquartered in Waltham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 800 South St
- Time zone
- ET (UTC-5)
- Office locations
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