Ed Wolfe
Fordham University School of Law
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Ed Wolfe is a highly experienced professional with 26.4 years of work experience in financial modeling, capital markets, valuation, hedge funds, and equity research. He is currently the Managing Partner at Wolfe Research, LLC in the United States. Ed has been with the firm since its founding in 2008 and has played a key role in its transition from a boutique to a research boutique and affiliated broker dealer. He has also worked as a senior analyst co-covering the Airfreight & Surface Transportation sector. Ed continues to be a liaison and key relationship manager with clients.
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About
Ed Wolfe serves as Wolfe Research’s Director of Research and Managing Partner, a role he has held since he founded the firm in April 2008. During this period, he has directed the firm’s transition from a specialized boutique covering a single research vertical with ten employees to a research boutique and affiliated broker dealer with research, trading and banking capabilities in seven verticals with over sixty employees and growing. From the firm’s inception through December 2013, Ed was also a senior analyst co-covering the Airfreight & Surface Transportation sector, along with Scott Group. He continues to remain a liaison and key relationship manager with many of the firm’s clientele.
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managing partner at wolfe research & co
Managing Partner
Research Services
Ed Wolfe's Professional Milestones
- Managing Partner (2008-04-01~): Successfully implemented strategic initiatives, driving business growth and establishing the company as a market leader.
- Vice President (1997-05-01~1999-08-01): Building a successful IT company by implementing strategic initiatives and optimizing operations.
Education
Skill
Financial Modeling
Capital Markets
Valuation
Hedge Funds
Equity Research
Equities
Investments
Portfolio Management
Asset Management
Investment Banking
Financial Analysis
Due Diligence
Private Equity
Strategy
Alternative Investments
Business Strategy
Corporate Finance
Emerging Markets
Mergers And Acquisitions
Analysis
Competitive Analysis
Research
Economics
Market Research
Social Media
Data Analysis
Certification
Colleagues
Sandra Pallante
Director | Chief Compliance Officer
John Bullen
Senior Vice President Institutional Equity Sales
Rob Farley, CFA
Managing Director | Assistant Chief Operating Officer
Darrin Lilly
Founder | Investor
Dave Malat
Chief Financial Officer
Other Named Ed Wolfe
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Ed Wolfe works for Wolfe Research, LLC
Ed Wolfe's role in Wolfe Research, LLC is managing partner at wolfe research & co
Ed Wolfe works in the industry of Research Services
Ed Wolfe's colleagues are Sandra Pallante,John Bullen,Rob Farley, CFA
Ed Wolfe's latest job experience is managing partner at wolfe research & co at Wolfe Research, LLC
Ed Wolfe's latest education in Fordham University School of Law