About Us

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Wellfleet Investments LLC (“Wellfleet”) is registered with the Securities & Exchange Commission as a broker dealer providing Investment Banking & Managed Account referral Services to Issuers, Family Offices and High Net Worth Individuals. Wellfleet is a member of FINRA as well as SIPC.

Wellfleet activities include structuring and placing of financing for private and public enterprises; institutional and retail investments including placement agent activities. Our investor network includes a number of Family Offices with over $22 Billion in current and prior investments. 

Wellfleet has established relationships with the world's top tier asset managers and encourages discussion of our special programs for families with substantial assets derived from the sale or monetization of businesses or otherwise.

Mr. Bega has over 35 Years’ experience in the financial services industry. Mr. Bega is registered with FINRA as a Financial & Operational Principal, a General Securities Principal and a General Securities Representative. 

During his career Mr. Bega has served as Chief Financial Officer and later as President of a multinational Bank Broker Dealer with a combined Operations and Sales complement of over 200 Persons.