Wolfe Research is a premier research boutique and affiliated broker dealer with a commitment to strategic growth.

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Wolfe Research

Wolfe Research's headquarters in New York, NY, United States

Ed Wolfe

Talia Véissid

Megan Mullaney

Javed Jussa

Christopher Logalbo

Sandra Pallante

Annie Lee

Darrin Peller

Jim Lamke

Janine McAllister

The Investment Research Team at Wolfe Research conducts in-depth analysis and provides insights on various industries and sectors to inform investment strategies. Comprising experts in equity research and quantitative analysis, the team delivers comprehensive reports, market trends, and investment recommendations to support institutional investors in making informed decisions for strategic growth.

Investment Research Team

The Leadership Team at Wolfe Research is responsible for setting the strategic direction of the company, ensuring compliance with regulations, and overseeing day-to-day operations. This team drives growth initiatives, fosters a collaborative culture, and maintains the firm's commitment to providing exceptional research and brokerage services. Their collective expertise enables Wolfe Research to navigate the evolving landscape of the financial industry effectively.

Leadership Team

The Operations Team at Wolfe Research is responsible for streamlining internal processes, enhancing efficiency, and ensuring seamless communication across departments. They oversee project management, human resources, and accounting functions to support the company's strategic growth initiatives. By fostering a collaborative environment, the team strives to optimize operations and drive overall organizational effectiveness.

Operations Team

The Sales and Relationship Management Team at Wolfe Research is responsible for fostering and maintaining strong relationships with institutional clients, facilitating corporate access opportunities, and driving capital market initiatives. This team collaborates closely with research analysts and management to ensure clients receive valuable insights and access to key companies, ultimately supporting the firm’s strategic growth objectives.

Sales and Relationship Management Team

The Corporate Governance and Compliance Team at Wolfe Research is responsible for ensuring that the company adheres to legal standards and industry regulations. This team develops strategic policies, oversees compliance protocols, and implements best practices to maintain ethical governance while supporting the company's growth objectives. Their collaborative efforts also facilitate risk management and safeguard the company's reputation in the market.

Corporate Governance and Compliance Team

The Accounting and Finance Team at Wolfe Research plays a vital role in managing the company’s financial health, ensuring accurate financial reporting, and compliance with regulatory standards. They oversee budgeting, forecasting, and financial analysis to support strategic growth initiatives while collaborating closely with technology and investment solutions teams to optimize operational efficiency and drive informed decision-making.

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Wolfe Research

Org chart

Teams

Investment Research Team

Leadership Team

Operations Team

Sales and Relationship Management Team

Corporate Governance and Compliance Team

Accounting and Finance Team

Offices

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Wolfe Research

Org chart

Teams

Investment Research Team

Leadership Team

Operations Team

Sales and Relationship Management Team

Corporate Governance and Compliance Team

Accounting and Finance Team

Offices

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