News & Media

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.