Joshua CFA's Colleagues at Wolfe Research
Joshua CFA's Contact Details
646-845-0700
Wolfe Research
Joshua CFA's Company Details
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.