Diversity & Inclusion

In October we hosted a celebration in honor of Hispanic Heritage Month. Wolfe’s celebration included a live Mariachi Band and appetizers inspired from Dominican cuisine. Each year, Americans observe National Hispanic Heritage Month from September 15 to October 15, by celebrating the histories, cultures and contributions of American citizens whose ancestors came from Spain, the Caribbean and Central and South America. The observation started in 1968 as Hispanic Heritage Week under President Lyndon Johnson, was expanded by President Ronald Reagan in 1988, and was enacted into law on August 17, 1988, on the approval of Public Law 100-402.

Wolfe Research had a wonderful time participating in the Fall 2022 BLK Capital Management, Corp Conference this past weekend, completed with networking sessions, informative panels, and a final stock pitch competition. We are excited & appreciative to share that Ed received the Sponsor of the Year Award on behalf of Wolfe from BLK Capital President, Zac Elliott, and Vice-President, Otega Amudo. A special thank you to Ronald Song, Media & Telecom Research Associate, for representing Wolfe on the Day in the Life of Equity Research Panel, and to Andrew Rosivach, CFA, Senior REITs Analyst, for judging the final round stock pitch competition. It was a pleasure to meet and network with so many impressive students from BLK, and we look forward to continuing to support this great effort!

We recently hosted a Tai Chi class led by Raymond Li. Ray is an Investment Banker-turned-Tai Chi teacher who specializes in enriching the lives of New Yorkers with this ancient mind-body practice, frequently leading tailored classes for organizations and special events. This is a low-intensity exercise and will not require changing out of your work attire (unless you would like to of course).This Tai Chi class combines the two themes of May by practicing an ancient Chinese exercise intended to tackle health issues, encourage healthy body alignment, and im-prove mindfulness of employees. Tai Chi utilizes breathing, visualizations and move-ments to work the entire body all at once. As The Tai Chi Classics say “If one part of the body moves, the entire body moves”. Tai Chi Chuan was created by applying the concept of Tai Chi to very natural movements using relaxation and breathing to gen-erate health, longevity and internal strength and power. The philosophy of Tai Chi is simple yet profound, in short, the idea that everything consists of two opposing forces that harmonize with each other to create a whole.

BLK Capital Management, Corp is a 100% black-owned and student run nonprofit that focuses on educating its members by exposing them to the field of active investment management. Wolfe Research and BLK Capital both share a passion for equity research and are each focused on teachingthe craft of stock valuation and investment to a broader and more diverse group of young people, who might not otherwise be exposed to the financial industry. Our founder, Ed Wolfe, did not learn about equity research until he was in his late 20’s and our goal, similar to BLK’s, is to introduce as many people to the finance industry as early as possible. Wolfe supports BLK Capital, its people and mission on an on-going basis through education, resources and mentorship.

In May, the D&I Mentoring Sub-Committee hosted “What Makes a Wolfe?” office hours with the Institutional Sales Team. Jenny Schrenker (Associate), Christian Pickett (Managing Director), and Anthony Blasi (Vice President) discussed time management, networking, relationship building, communication, and how to succeed as an equity sales person at Wolfe while answering audience questions.The Mentoring Sub-Committee hosts “What Makes a Wolfe?” events with each department at least once a year.

In May, the D&I Education Sub-Committee sponsored a “Disability 101” presentation by Nick Sophinos on behalf of RespectAbility. Nick discussed their experiences working in a fast paced industry as a non-binary person with a disability and how Wolfe can support employees with different backgrounds to create a more accessible and equitable workplace.RespectAbility is a diverse, disability-led nonprofit that works to create systemic change in how society views and values people with disabilities, and that advances policies and practices that empower people with disabilities to have a better future.

In celebration of Women’s History Month, we hosted a “Women of Wolfe” Panel in March, spotlighting our Chief Operating Officer – Kimberly Williams Manis, MBA, Head of QES Risk Solutions – Hallie Martin Arias, General Counsel – Sandra Pallante, and Senior Research Analyst – Timna Tanners, moderated by Bill Weber – Head of NY Sales & Dina Blumenfeld – Head of Human Resources. We are thankful for the leadership, mentorship, and example each of these individuals provide to Wolfe and the Financial Service industry.