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Wolfe Research has established a reputation for Macro Research and Quantitative Analysis employing alternative data underpinning leading fundamental coverage in Basic Materials, Consumer/Retail, Energy/Utilities, Financials/REITS, Healthcare, Industrials, and TMT. Our analysts are regularly featured in top news articles and media outlets.

For media inquiries, please contact [email protected] .

Press Releases

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.

Wolfe Analysts in the Media

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

February 16, 2023

Nomura Holding America Inc.

New York, February 16, 2023 - Nomura and Wolfe Research today announced an agreement to further strengthen their Strategic Alliance 1 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.

Strategic Alliance Overview and Progress to Date Launched in July 2020, the Strategic Alliance (the "Alliance") has enabled Nomura, Instinet and Wolfe to leverage their respective strengths and jointly deliver a full suite of high-caliber services and offerings to clients in the North American Equities markets, as well as content to clients in Japan.

Chris Willcox, Executive Officer and Head of Wholesale Division for Nomura , said: "This unique Strategic Alliance model delivers a 'best in breed' solution for our mutual clients. The exceptional quality of Wolfe Research in the US, combined with the global scale and breadth of Nomura's equity capital markets, products, and trading execution expertise, has proven to be a highly successful win-win for all. We're excited to continue to invest and grow this valuable alliance with Wolfe in the future."

Ed Wolfe, Managing Member of Wolfe Research , said: "By way of this remarkable Alliance with Nomura and Instinet, we've successfully broadened our research distribution footprint, and put to work our depth of relationships with corporates and investors alongside the capital raising expertise, product excellence, and global scale that Nomura brings. What makes our Alliance so successful is that Nomura encourages and supports Wolfe's entrepreneurial spirit and independence, while we respect Nomura's approach and global strength. We have enjoyed finding increasingly unique ways to service our clients together as true partners who listen and respect each other. We continue to be proud of this productive relationship and look forward to continuing to service our clients together."

Through the Alliance, clients seamlessly access Wolfe's premier US equity research, analysis, and world-class distribution capabilities, together with Nomura's global investment banking and capital markets capabilities, top-ranked US equity products franchise, and the award-winning execution of Instinet.

In Equity Capital Markets, the Wolfe | Nomura Alliance 2 has distinguished itself from peers with both content and focus, winning over 40 bookrunner mandates since inception, including roles on some of the largest US IPOs during that time.

Since July 2020, Instinet and Nomura engaged more than 350 new clients, and some 500 accounts overall now pay for Wolfe Research in various ways, such as cash and electronic execution, listed options, equity swaps, commissions, or CSAs. As part of the original agreement, Instinet integrated high touch execution coverage with the firm's existing top tier worked order and electronic desks.

The Alliance has successfully expanded access to top-quality content for clients. In Japan, Nomura's Retail and Institutional clients have been able to access Wolfe's premier US Equity Research since the launch. In New York, several notable Wolfe Research Conferences are hosted at Nomura's offices, bringing corporate and investor clients together with representatives from Wolfe and Nomura under one roof creating value and deepening these relationships.

Extension of the Alliance The dynamics of the equity marketplace over the last three years have presented challenges and opportunities for all participants. The Alliance enabled both firms to focus on their core strengths and serve their mutual clients with differentiation and distinction. This agreement to extend the Alliance signifies a high degree of confidence and ongoing commitment to the arrangement from all parties, offering great efficiency in the service of clients, while continuing to retain each firm's respective ownership structures and independence.

1 The parties to the alliance include Nomura Holding America Inc., Nomura Securities International, Inc., Nomura Global Financial Products Inc., Instinet Incorporated, and Instinet, LLC, and Wolfe Research, LLC, WR Securities, LLC, and Wolfe Research Advisors, LLC.

2 "Wolfe | Nomura Alliance" is the marketing name used by Wolfe Research Securities and Nomura Securities International, Inc. in connection with certain equity capital markets activities conducted jointly by the firms. For these activities, both Nomura and Wolfe serve as underwriters and Wolfe Research Securities solely provides sales support services, investor feedback, investor education, and/or other independent equity research services.

About Nomura:

Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com .

About Instinet:

Instinet Incorporated, through its brokerage subsidiaries (collectively, "Instinet"), provides technologically advanced, agency-model brokerage services to institutional clients worldwide. As the wholly-owned execution services arm of Nomura Group, Instinet seeks to add value across the investment life cycle, providing: Execution Services - a suite of smart, and flexible electronic trading strategies and experienced high-touch trading teams across equities and derivatives, including a unique collaboration with Nomura called Global Execution Services; Crossing and Liquidity - top-ranked BlockCross® , as well as regulated crossing pools in multiple regions offering opportunities for block-like execution; and Instinet Technology Solutions - offering award-winning, customizable desktop platforms such as Newport® EMS, a suite of Trading Analytics, and Plazma®, a Research Payment and Commission Management system. Instinet helps institutional investors create, protect and capture alpha, reduce complexity, and lower overall trading costs to ultimately improve investment performance.

Over the course of its more than 50-year history, Instinet has been a pioneer in electronic trading, creating of an array of now industry-standard technologies and the world's first major electronic trading venue. For more information on how Instinet helps clients every day, please visit instinet.com

About Wolfe:

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 2022 Institutional Investor magazine's prestigious All America Research Poll, despite being significantly smaller than its peer group, a testament to Wolfe's disciplined and successful pursuit of best-in-class product.

Wolfe's award winning QES (Quant, Economics & Strategy) product provides a leading proprietary factor library, including cutting edge portfolio analytics and risk management tools, and unparalleled, back-tested, alternative data to our clients.

Wolfe remains committed to acquiring top-ranked Analysts (25 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 / Basic Materials, Energy / Utilities, Consumer / Retail, Financials / REITS, Healthcare, and TMT. Wolfe clients, aside from receiving research services, also benefit from equity trading and liquidity provisioning capabilities through Wolfe's Strategic Alliance with Nomura and Instinet, where Wolfe offers clients unbiased, high touch and low touch agency executions for global equities and a top ranked derivatives platform for options & swap trading.

In addition, through the Wolfe | Nomura Alliance, Wolfe participates selectively in high-end Capital Markets and Advisory Services.

Wolfe Research, LLC and its affiliates currently employ over 235 full-time professionals with representatives in New York, London, Paris, Sydney, Boston, Mumbai, San Francisco, Los Angeles, Houston, Chicago, Stamford, Delray Beach, Daytona Beach and St. Louis and the firm continues to actively search for top talent. For more information about Wolfe Research, please visit us at: www.WolfeResearch.com