Stephen CFA's Colleagues at Wolfe Research, LLC
Stephen CFA's Contact Details
(646) 845-0700
Wolfe Research, LLC
Stephen 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. In the 2023 “Institutional Investor” All-America Research Poll, Wolfe was voted #6 as a firm overall despite being significantly smaller than its peer group, a testament to Wolfe’s successful pursuit of top-tier product. Wolfe remains committed to acquiring top-ranked analysts across all industry sectors as well as mentoring and developing talented “Wolves” from across all levels and departments. 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. Our QES (Quant, Economics & Strategy) team provides leading stock selection models, including cutting edge portfolio analytic and risk management tools, and unparalleled, back-tested, alternative data to our clients. As a firm, we recognize the importance of Financial Advisors for individual wealth management, which lead to the creation of The Wolfe Daily Howl, a product curated for RIAs, Family Offices and Financial Advisory clients in 2020. Wolfe Research, LLC and its affiliates currently employ over 225 full-time “Wolves” with offices in New York, London, Paris, Sydney, Boston, Mumbai, San Francisco, Los Angeles, Houston, Chicago, Atlanta, Stamford, Daytona Beach and St. Louis. The firm continues to actively search for top talent.