Profil
Mr. Edward M.
Wolfe is a Chief Executive Officer at WR Securities LLC, a Chief Executive Officer at Wolfe Research Advisors 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.
He has researched companies and markets and built teams and supported clients for over 25 years on the sell-side at Schroder Wertheim, BT Alex Brown, Deutsche Bank, Bear Stearns & Co. and most recently at Wolfe Research.
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.
Aktive Positionen von Edward Mark Wolfe
| Unternehmen | Position | Beginn |
|---|---|---|
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Provides investment research | Vorstandsvorsitzender | 01.04.2008 |
WR Securities LLC
WR Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Vorstandsvorsitzender | 03.08.2009 |
Wolfe Research Advisors LLC
Wolfe Research Advisors LLC Investment ManagersFinance Provides investment advice | Vorstandsvorsitzender | 01.07.2023 |
Ehemalige bekannte Positionen von Edward Mark Wolfe
| Unternehmen | Position | Ende |
|---|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Analyst-Equity | 31.03.2008 |
BT Alex Brown, Inc.
BT Alex Brown, Inc. Investment Banks/BrokersFinance Provides securities brokergae services | Analyst-Equity | 31.07.1999 |
Schroder & Co., Inc.
Schroder & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30.06.1998 |
Ausbildung von Edward Mark Wolfe
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 8 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
Schroder & Co., Inc.
Schroder & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
BT Alex Brown, Inc.
BT Alex Brown, Inc. Investment Banks/BrokersFinance Provides securities brokergae services | Finance |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Georgetown University
Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Provides investment research | Finance |
WR Securities LLC
WR Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wolfe Research Advisors LLC
Wolfe Research Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
















