Wolfe RIA/Family Office Products

Wolfe Research has a well-established reputation for industry leading macro and fundamental equity research, having ranked #6 on both a weighted and unweighted basis in the 2023 Institutional Investor All-American Research Survey.

With the role of Financial Advisors critical for individual wealth management, our team at Wolfe recognized that RIAs/Family Offices would benefit from access to the best-in-class research that Institutional clients have had since our founding in 2008. As a result, we’ve created the Wolfe Daily Howl, a product uniquely tailored to RIAs, Family Offices and Financial Advisory clients. The Wolfe Daily Howl is not only digestible but also affordable for individual Financial Advisors.

The WOLFE DAILY HOWL newsletter is a product of Wolfe Research, LLC. Authors of this product are registered with our affiliate, Wolfe Research Securities (a FINRA regulated broker-dealer), but subscribers to the newsletter are not to be considered customers of the broker-dealer. In addition, the information in each video and research report is for illustrative purposes only and is as of the date indicated. As such, the information contained therein should not be relied upon as current information.

What can you expect when you join Wolfe’s RIA/Family Office Products?

  • Best-in-class macro research with over 700 stocks under coverage, from each of the S&P’s 11 Economic Sectors (GICS sectors)
  • A daily email highlighting:
    • Stephanie Roth’s Daily Economic Analysis
    • Tobin Marcus’s Political Analysis
    • Wolfe’s top research reports that day from our fundamental and macro teams
    • A recent topical chart from the Technical Analysis Team
    • The Portfolio Strategy Chart of the Day
  • Potential for one-off access to webinars, video briefs, or conferences (see below for a list of upcoming events)
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WOLFE DAILY HOWL

Chris Virelli, Wolfe’s Head of RIA Sales, distributes a daily note titled The Wolfe Daily Howl every morning highlighting important macro research and upcoming events.

Click here to view a full sample. Please note that the links in the sample document are not functional.

THE WOLFE ALPHA LIST (WAL)

The Wolfe Alpha List (WAL) is Wolfe Research’s high-conviction list of stocks we believe can substantially outperform the overall market and each stock’s respective sector over the next twelve months. To view the full report from February 1, 2024 – please click here.

If you would like to view the latest version of our Wolfe Alpha List, and learn more about our product, please send us an email.

FUNDAMENTAL RESEARCH

RIA/Family Office clients will have access to our entire research portal complete with both macro and fundamental research on the over 700 companies that we cover. ​​

Please click here to see an example of our fundamental work on Eli Lilly (LLY) where we discuss our new obesity model that goes out to the end of the decade. ​

Meet Wolfe’s Macro Analysts

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Rob Ginsberg

Rob Ginsberg is a Managing Director and Technical Analyst at Wolfe Research covering equities, bonds, currencies, and commodities on a global basis. He has been a top three ranked Technical Analysis Analyst for the past two years in Institutional Investor’s “All-America Research Team” poll.

Rob joined Wolfe Research in June 2017 after spending six years as a Managing Director at Renaissance Macro where he headed up Sector Deep-Dives and Small-Cap Strategy. Previously he was also a Managing Director at ISI Group. He began his career on the buy-side, having spent 14 years at AllianceBernstein, where he was a Senior Vice President and Portfolio Manager of growth equities. This combination of technical and fundamental experience helps bring a unique angle to his work.

Tobin Marcus

Tobin Marcus joined Wolfe in September 2023 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, development, and strategy. Tobin joins Wolfe from Evercore ISI, where he was Managing Director and Head of US Policy and Politics. Prior to Evercore, Tobin served for five years in the Obama-Biden administration as then-Vice President Biden’s economic policy advisor.

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Stephanie Roth

Stephanie Roth joined in November 2023 as Wolfe’s Chief Economist. Stephanie comes from J.P Morgan Private Bank, where she was a Senior Economist for Global Wealth Management, responsible for US macroeconomic calls which were communicated to thousands of investment advisers globally. Prior to J.P. Morgan, Stephanie worked at Cornerstone Macro for five years on the highly ranked global economics team under Nancy Lazar, focusing mostly on the U.S. and China. Stephanie graduated from Bucknell University with a B.S. in Mathematics and Economics and holds a Masters in Statistics from Columbia University.

 

Chris Senyek

Chris Senyek joined Wolfe Research in September 2011 and is the firm’s Chief Investment Strategist. In this role, he publishes fundamental macroeconomic research on the markets, portfolio positioning, and stock themes in three areas: equity strategy, accounting/tax policy, and special situations. Over the years, Chris has been consistently ranked #1 by Institutional Investor magazine in macroeconomic research (accounting and tax policy), and in 2020 he entered Institutional Investor’s Hall of Fame for earning a #1 ranking ten times or more. Previously, he was employed at ISI Evercore, Bear Stearns, and Arthur Andersen.

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Upcoming Conferences & Events

If you are interested in learning more about the latest events at Wolfe Research, please contact us.

Conferences

Materials of the Future Conference
June 17-18, 2024 | New York, NY

 Badishkanian Small Group/1×1 Late Summer Conference
August 20-22, 2024 | Virtual

 TMT Conference 2024
September 10-11, 2024 | San Francisco, CA

 Private Real Estate Conference 2024
September 12, 2024 | New York, NY

 Utilities, Midstream & Clean Energy Conference 2024
September 30-October 2, 2024 | New York, NY

 Wealth Symposium 2024
November 13-14, 2024 | New York, NY

 Healthcare Conference
November 19-21, 2024 | New York, NY

Webcasts

Zukin’s Next Week Today​ | Weekly
Alex Zukin | Enterprise Software
Joshua Tilton | Security Software​

Natural Resources Weekly​ | Weekly
Sam Margolin | Energy Services | Integrated Oils | Oil & Gas Exploration & Production
Keith Stanley | Midstream & Natural Gas
Timna Tanners | Metals & Mining​

Group Therapy​ | Weekly
Scott Group | Airfreight & Surface Transportation | Airlines​

Live Truman Show | Biweekly
Truman Patterson | Homebuilders & Building Products

Semiconductors & Semiconductor Cap Equipment: Chips with Caso | Biweekly
Chris Caso | Semiconductors

Weekly Industrials Webcast | Weekly
Scott Group | Airfreight & Surface Transportation | Airlines
Nigel Coe | Electrical Equipment & Multi-Industry
Rod Lache | Autos, Auto Parts | Auto Technology 2.0
Myles Walton | Aerospace & Defense

Fleish on Fridays | Weekly
Steve Fleishman | Clean Energy | Utilities
Keith Stanley | Midstream & Natural Gas

Weekly Bank Break-in | Weekly
Steven Chubak | Brokers, Asset Managers & Exchanges

Vach-22 Webcast | Weekly
Andrew Rosivach | REITs

Car Talk Webcast | Weekly
Rod Lache | Autos, Auto Parts | Auto Technology 2.0

Global Internet: Download | Biweekly
Deepak Mathivanan | Internet