News & Media

02 Oct 2026

Citadel Securities and Wolfe Research Announce Joint Venture

Miami, FL and New York, NY – October 2, 2026 – Citadel Securities, the global leader in equities market making, and Wolfe Research, the premier, scaled independent equity research platform, today announced a strategic partnership that will combine each firm’s strengths to transform equity trading for institutional clients.

10 Sep 2026

Introducing WAM!

New York, NY – September 10, 2026 – We are excited to announce the launch of Wolfe Alternative Asset Management ("WAM"), an important extension of Wolfe Research for our clients.

05 Feb 2026

Rudy Li Joins Wolfe Research

New York, NY – February 5, 2026 – Wolfe Research, LLC is pleased to announce that Dr. Rudy Li has joined the firm as a Director and Senior Research Analyst.

12 Jan 2026

Wolfe’s Yin Luo Appointed to the Financial Accounting Standards Advisory Council (FASAC)

New York, NY - January 12, 2026 - Wolfe Research is pleased to announce that Yin Luo, Vice Chairman and Head of Quantitative ESG & Strategy (QES), has been appointed to the Financial Accounting Standards Advisory Council (FASAC).

24 Oct 2025

Kalpit Patel to Join Wolfe Research

New York, NY – October 23rd, 2025 – Wolfe Research, LLC is pleased to announce that Mr. Kalpit Patel has joined the firm as a Director and Senior Research Analyst. He is scheduled to launch coverage on SMid-cap biotechnology stocks focused on oncology and rare diseases in the fourth quarter of 2025.

26 Jun 2025

George Notter Joins Wolfe Research

New York, NY – June 26th, 2025 – Wolfe Research, LLC is pleased to announce that George Notter will join Wolfe in June as a Managing Director and Senior Research Analyst covering the Communications Infrastructure sector. His coverage will include the Networking and Telecom Infrastructure businesses that provide the connectivity for Data Centers, Cloud and AI related functionality. George is scheduled to launch coverage at Wolfe in the third quarter.

20 Jun 2025

Tracy Dolin-Benguigui Joins Wolfe Research

New York, NY – June 20th, 2025 – Wolfe Research, LLC is pleased to announce that Tracy Dolin-Benguigui has joined the firm this week as a Director and Senior Research Analyst covering both the Life and Non-Life Insurance sectors. Tracy is scheduled to launch coverage in the third quarter.

27 Sep 2024

Daire Browne to Join Wolfe Research as Global Director of Research

New York, NY – September 27, 2024 – Wolfe Research, LLC is pleased to announce that Daire Browne will join Wolfe in September as a Managing Director, Global Director of Research and member of Wolfe’s Executive and Operating Committees.

03 Sep 2024

Alex Hammond to Join Wolfe Research

New York, NY  – September 3, 2024 – Wolfe Research, LLC is pleased to announce that Alexandria Hammond will join Wolfe in October as a Senior Research Analyst and Head of Therapeutics Research.

09 Aug 2024

Wolfe Research’s Trevor Allinson Assumes Homebuilders & Building Products Coverage

New York, NY - August 9, 2024 – Wolfe Research, LLC is pleased to announce that after an exhaustive search including top external candidates, we have chosen to promote Trevor Allinson to the position of Director and Senior Research Analyst covering the Homebuilders & Building Products sectors. Mr. Allinson will replace his former longtime mentor Truman Patterson, who is retiring after 14 years on Wall Street.

28 Jun 2024

Emmanuel Rosner to Join Wolfe Research

New York, NY – June 28, 2024 – Wolfe Research, LLC is pleased to announce that Emmanuel Rosner will join Wolfe in August as a Managing Director and Senior Research Analyst covering Autos, Parts & Auto Technology. Mr. Rosner will replace legendary Hall of Fame analyst Rod Lache, who is retiring from Wolfe Research after 32 years on Wall Street, including the last six at Wolfe.

24 Jun 2024

Shweta Khajuria to Join Wolfe Research  

New York, NY – June 24, 2024 – Wolfe Research, LLC is pleased to announce that Shweta Khajuria will join Wolfe in June as a Managing Director and Senior Research Analyst covering the Large and SMID Cap Internet sectors. She is scheduled to launch coverage at Wolfe in the third quarter.

17 Jun 2024

Doug Leggate to Join Wolfe Research  

New York, NY – June 17, 2024 – Wolfe Research, LLC is pleased to announce that Doug Leggate will join Wolfe in June as a Managing Director and Senior Research Analyst covering Integrated Oil, Refiners and E&Ps. He is scheduled to launch coverage at Wolfe in the third quarter.

14 Nov 2023

Chris Parkinson to Join Wolfe Research

New York, NY – November 14, 2023 – Wolfe Research, LLC is pleased to announce that Chris Parkinson will join Wolfe in January as a Managing Director and Senior Research Analyst covering Chemicals, Agriculture, and Packaging. He is scheduled to launch coverage at Wolfe in the first quarter.

20 Oct 2023

Stephanie Roth to Join Wolfe Research as Chief Economist

New York, NY – October 20, 2023 – Wolfe Research, LLC is pleased to announce that Stephanie Roth will join Wolfe in November as Chief Economist.

13 Oct 2023

Doug Schenkel Joins Wolfe Research

New York, NY – October 13, 2023 – Wolfe Research, LLC is pleased to announce that Doug Schenkel will join Wolfe in October as a Managing Director, Senior Research Analyst and Head of Life Science & Diagnostic Tools.

10 Aug 2023

Tobin Marcus to Join Wolfe Research

New York, NY – August 10, 2023 – Wolfe Research, LLC is pleased to announce that Tobin Marcus will join Wolfe in September as Head of Policy & Politics. Tobin is a highly ranked Washington Research analyst by clients as reflected in the Institutional Investor Magazine All-America Research Poll, with over 15 years of experience in policy analysis, policy development, and political strategy.

25 May 2023

Note from Ed Wolfe to our Valued Friends and Clients on Wolfe Research’s 15th Anniversary

New York, May 25, 2023 – We are now well into the second decade of our journey of building Wolfe Research. As we pass our 15th anniversary as a firm, I wanted to share some of the reasons why we started Wolfe, how our purpose has evolved, and where we are headed.

08 May 2023

Chris Caso to Join Wolfe Research

New York, May 8, 2023 – Wolfe Research, LLC announced today that Chris Caso will join Wolfe in July as a Managing Director covering Semiconductors & Semiconductor Capital Equipment.

16 Feb 2023

Nomura and Wolfe Research Agree to Long-Term Extension of Strategic Alliance

New York, February 16, 2023— Nomura and Wolfe Research today announced an agreement to further strengthen their Strategic Alliance through a long-term extension of the arrangement to at least 2030, offering clients a unique combination of capabilities across equity research, capital markets, derivative products, and execution.

09 Sep 2022

Myles Walton to Join Wolfe Research

New York, NY – September 9, 2022 – Wolfe Research, LLC announced today that highly ranked Analyst Myles Walton, Ph.D, CFA will join the company in the third quarter of 2022 as a Managing Director covering Aerospace & Defense.

25 Mar 2022

Peter Supino to Join Wolfe Research

New York, NY – March 25, 2022 – Wolfe Research, LLC announced today that highly ranked Cable, Satellite & Telecom Analyst Peter Supino will join the company in the second quarter of 2022. Mr. Supino will join Wolfe as a Managing Director and he will expand his coverage to include Media stocks.

04 Mar 2022

Mike Polark Joins Wolfe Research Premier Research

New York, NY – March 4, 2022 – Wolfe Research, LLC announced today that Mike Polark, CFA, Medical Supply and Devices Analyst, recently joined the company as a Director. Mr. Polark joins Wolfe after nearly 10 years at Robert W. Baird & Co., where he covered the Medical Technology and Healthcare Service sectors both as a research associate and more recently as a senior analyst.

22 Oct 2021

It’s Not Easy Running an Independent Research Firm — But Ed Wolfe Has It Figured Out

How Wolfe and other veterans of the All-America Research Team built their own research empires — and why they would (or wouldn’t) do it all again.

04 Aug 2021

Joshua Tilton Joins Wolfe Research

Wolfe Research, LLC announced today that Security Software Analyst Joshua Tilton joined the company as a Senior Vice President earlier in July.

07 Apr 2021

Timna Tanners to Join Wolfe Research

New York, NY – August 20, 2021 – Wolfe Research, LLC announced today that top-ranked Metals and Mining Analyst Timna Tanners will join the company in early fourth quarter, 2021.

05 Mar 2021

Former Goldman Top Analyst Andrew Rosivach Joins Wolfe Research

New York, NY – March 5, 2021 - Wolfe Research, LLC announced today that former top sell-side REITs analyst Andrew Rosivach has joined the Company as a Director and Senior Research Analyst in February. Moving back to the sell side from industry, he is expected to launch coverage at Wolfe in the second quarter.

12 Feb 2021

Truman Patterson to Join Wolfe Research

New York, NY – Wolfe Research, LLC announced today that Truman Patterson, CFA, a rising star Homebuilders and Building Products sector analyst will join the Company as a Director and Senior Research Analyst. He is expected to launch coverage at Wolfe in the first quarter.

19 Feb 2021

Deepak Mathivanan to Join Wolfe Research

New York, NY – Wolfe Research, LLC announced today that Rising Star Internet Analyst Deepak Mathivanan will join the company as a Director during first quarter of 2021, as lead Large Cap and SMID Cap Internet Analyst. Mr. Mathivanan will join Wolfe after 4 years at Barclays Capital where he covered the online travel and SMID Cap Internet sector. Prior to that he worked as a Vice-President at Deutsche Bank Securities and an associate at Susquehanna International Group in Internet Equity Research.

04 Jan 2021

Instinet Hires Wolfe Sales Traders

Instinet, LLC is hiring five execution sales traders from Wolfe Research Securities’ Institutional Services Trading Team, effective January 4, 2021, as part of the previously-announced Strategic Alliance with Wolfe Research.

21 Jul 2020

Wolfe Research To Expand After Nomura Alliance

Ed Wolfe, founder and managing partner Wolfe Research, said the research provider will expand coverage and be able to distribute its research in Japan following the alliance with Nomura Group, the Japanese bank. Last week the two firms announced a strategic alliance to combine Wolfe’s research with equity trading offered by Instinet, the agency broker owned by Nomura.

13 Jul 2020

Wolfe Research and Nomura Announce Strategic Alliance

New York and Tokyo; July 13, 2020: Wolfe Research, LLC and Nomura Group announced today that they have entered into a Strategic Alliance Agreement to provide institutional and corporate clients with a suite of industry-leading capabilities that leverage the award-winning strengths of both firms. This agreement will further differentiate both Nomura and Wolfe from their competitors as the financial and capital markets continue to evolve in an accelerated manner.