Wolfe Research is a rapidly growing institutionally-focused Wall Street equity research firm that has been voted within the top 15 equity research firms on Wall Street by clients for the past five years in the prestigious “Institutional Investor” All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers. In 2023, Wolfe Research was voted #6 on both a weighted and unweighted basis for equity research.
Wolfe Research strives for excellence in every aspect of our business—research, service, mentorship, and growth. Today, Wolfe Research is home to more than 25 leading analysts covering a wide range of sectors. The firm’s clients include many of the world’s largest asset managers with mutual funds, pensions and hedge funds as the primary constituents. In addition to research, the firm also offers sales, trading, alternative data, and investment banking services to institutional clients. “Wolves” value integrity, hard work, determination, commitment, and the drive to be better. We are dedicated to social equity and Wolfe believes that diversity among people, including that of race, gender, sexual orientation, religion, national origin, disability, and all other unique characteristics that make us different, makes us stronger and our research more compelling.
Why Wolfe Research?
Check out this video to learn more about being an associate at Wolfe. The panel is hosting by Emily Daempfle and featuring three associates — Paige Chamberlain, (Associate – Medical Supplies & Devices), Ron Song (Vice President – Media, Cable & Telecom) and Darrin Lilly (Associate – Electrical Equipment & Multi-Industry Team) discussing their roles at Wolfe.
This experience and all information discussed is being provided for informational and educational purposes only and should not be considered or inferred as personalized investment advice and is not intended to be, nor shall constitute, an offer to sell or solicit any offer to buy any security.
Student Resources
Wolfe hosts a variety of student events throughout the year. See below for a small selection of our offerings.
Fall
Wolfe’s Diversity & Inclusion Committee hosts a virtual monthly event for university students interested in learning more about equity research and the financial services industry. The goal is to educate young people from diverse backgrounds. The Student Speaker Series is held in the Fall and Spring semesters.
Who should attend? Open to all undergraduate students.
Winter
Every January, Wolfe hosts a Winter Break Onsite at the Wolfe HQ for students who want to learn more about undergraduate students to gain insight into the world of sell-side Equity Research and learn more about Wolfe. Students have the opportunity to observe a typical morning at Wolfe and network with our management team and employees across the firm.
Who should attend? Open to undergraduate students – by invitation only.
Spring
Wolfe Ascend is a virtual Early Insights Program intended to provide students from underrepresented backgrounds in finance exposure to Wolfe & the investment industry through a series of professional development courses, financial trainings, and networking opportunities. Throughout the program, participants will learn how to evaluate and pitch a stock and enjoy 1:1 mentorship with a Wolfe Research Associate.
Who should apply? Current Sophomores and Seniors.
Wolfe’s Diversity & Inclusion Committee hosts a virtual monthly event for university students interested in learning more about equity research and the financial services industry. The goal is to educate young people from diverse backgrounds. The Student Speaker Series is held in the Fall and Spring semesters.
Who should attend? Open to all undergraduate students.
Summer
The Wolfe Research Summer Internship is a 10-week program designed to provide interns with hands-on experience as a contributing member of a fundamental Equity Research or Sales team. Wolfe interns will enjoy extensive contact and mentorship from top-ranked Research Analysts and participate in weekly trainings and speaker sessions from industry experts.
Who should apply? Open to all undergraduate students.
To learn more about the other events that Wolfe hosts or to demonstrate interest in the highlighted events, please fill out this form: https://wolferesearch.surveymonkey.com/r/L7FHPKF
Wolfe Research Winter Break Onsite Event
We hosted the Wolfe Research Winter Break Onsite Event in our New York Office! Students had the opportunity to observe a typical morning at Wolfe and network with our management and employees across the firm. Thank you to the members of the Wolfe pack for sharing insight into the world of Equity Research. Our Associate panel discussion featured Verne Garin, Jennifer Schrenker, Matthew Kutz, Paige Chamberlain, and Darrin Lilly, moderated by Emily Daempfle.
What differentiates Wolfe is at the end of the day this is very much a research-driven firm and business. We’re not doing what other parts of the business want us to be doing – we’re doing what makes sense for research.
Scott Group | Research