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Wolfe Research, LLC

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Wolfe Research, LLC was founded in 2008 as a premier equity research firm with a commitment to best-in-class products and service. Wolfe Research was voted #5 as a firm overall (weighted poll) in the 2021 Institutional Investor magazine's prestigious All-America Research Poll, despite being significantly smaller than its peer group, a testament to Wolfe's successful pursuit of best-in-class product. Wolfe remains committed to acquiring top-ranked Analysts (28 and counting) across all industry sectors. In addition, Wolfe is a mentoring shop dedicated to developing talent from within all levels of the firm. The firm has established a reputation for Macro Research and Quantitative Analysis employing alternative data underpinning leading fundamental coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. Wolfe clients, aside from receiving research services, also benefit from Nomura's and Instinet's equity trading and liquidity provisioning capabilities via the Wolfe|Nomura Strategic Alliance ("SAA"), where they receive unbiased high touch and low touch agency executions for global equities and a top ranked derivatives platform for options & swap trading. Clients receive numerous brokerage services through Wolfe, Wolfe Capital Markets & Advisory or Nomura Securities International, Inc. (NSI)* through the SAA. In addition, Wolfe's QES (Quant, Economics & Strategy) product provides a leading stock selection models, including cutting edge portfolio analytic and risk management tools, and unparalleled, back-tested, alternative data to our clients. Wolfe Research, LLC and its affiliates currently employ over 225 full-time professionals with representatives in New York, London, Paris, Sydney, Boston, Mumbai, San Francisco, Los Angeles, Houston, Chicago, Atlanta, Stamford, Daytona Beach and St. Louis and the firm continues to actively search for top talent. *NSI is a registered broker dealer and member of SIPC.

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Wolfe Research, LLC's headquarter address
Line 1: 420 lexington avenue, new york, new york, united states
Line 2: 420 Lexington Avenue
Wolfe Research, LLC's industries
Research Services
Wolfe Research, LLC's technology
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People working at Wolfe Research, LLC
JB
Jesse Bigelow
Director of Research
New York, New York, United States
SM
Sam Margolin
Managing Director
New York, New York, United States
NC
Neil Caton
Chief Technology Officer
New York, New York, United States
AV
Allan Verkhovski
Vice President, Software Equity Research
New York, New York, United States
NS
Nichole Saland
Senior Vice President, Research Management
New York, New York, United States
DP
Darrin Peller
Managing Director
New York, New York, United States
SL
Stuart Lotz
Vice President Equity Research
New York, New York, United States
BD
Bruno Dossena
Vice President, Equity Research
New York, New York, United States
LC
Luke Colley
Vice President - Quantitative Services & Data Strategy
New York, New York, United States
MC
Matt Dushkin, CPA
Vice President
New York, New York, United States
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