Edward Mark Wolfe
Chief Executive Officer at Wolfe Research LLC
Profile
Mr. Edward M.
Wolfe is a Chief Executive Officer at WR Securities LLC and a Managing Partner at Wolfe Research LLC.
From the firm’s inception through December 2013, he was also a senior analyst co-covering the Airfreight & Surface Transportation sector.
He continues to remain a liaison and key relationship manager with many of the firm’s key institutional investor and corporate clientele.
Along with the Executive and Operations Committees he chairs, he also oversees the day to day management of the firm.
In addition, he focuses on recruiting exceptional new talent and on carefully developing and implementing the firm’s strategic growth trajectory.
Prior to forming Wolfe Research, LLC in April 2008, Mr. Wolfe spent ten years at Bear, Stearns & Co. Inc. where he was a Senior Managing Director and a Senior Analyst in the equity research department.
Before arriving at Bear Stearns in 1999, he was a Vice President in the Equity Research departments at Deutsche Bank/BT Alex Brown and Schroder Wertheim.
Prior to Wall Street, he served as a principal of Schweet Design, a privately held apparel and marketing firm.
Armed with a law degree, he also worked as a litigator in both private practice and as a staff attorney for The Legal Aid Society in the Bronx.
He earned a B.A.
from Georgetown University and a J.D.
from Fordham University School of Law.
Edward Mark Wolfe active positions
| Companies | Position | Start |
|---|---|---|
Wolfe Research LLC
 Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Chief Executive Officer | 2008-03-31 |
WR Securities LLC
 WR Securities LLC Investment Banks/BrokersFinance Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA. | Chief Executive Officer | 2009-08-02 |
Former positions of Edward Mark Wolfe
| Companies | Position | End |
|---|---|---|
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Analyst-Equity | 2008-03-30 |
| BT Alex Brown, Inc. | Analyst-Equity | 1999-07-30 |
| Schroder & Co., Inc. | Analyst-Equity | 1998-06-29 |
Training of Edward Mark Wolfe
| Fordham University | Graduate Degree |
| Georgetown University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
| BT Alex Brown, Inc. | Finance |
| Schroder & Co., Inc. | Finance |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Finance |
WR Securities LLC
WR Securities LLC Investment Banks/BrokersFinance Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA. | Finance |
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