Diversity & Inclusion

Our D&I Committee is led by an elected Leadership Committee. Through the full committee and its three subcommittees—Education, Hiring, and Mentoring—the D&I Committee provides Wolfe’s employees as well as the Executive and Operating Committees with on-going guidance and input to make sure the firm continues to transparently focus and improve on its performance of hiring, educating, mentoring, and holding itself to increasingly higher and evolving standards of diversity.

Our Diversity and Inclusion Leadership Committee remains steadfast in its mission to foster a culture that reflects the richness of human experiences and perspectives. In an increasingly polarized world, we remain dedicated to promoting inclusive practices, and creating spaces where diverse voices are heard, valued, and empowered. We stand against any form of hate or bigotry. We aim to lead with integrity and purpose through targeted actions in hiring, education, mentorship, and community service.

D&I Highlights

ATLAS Fellows is a nonprofit dedicated to creating pathways into finance for talented, under-resourced students. Fellows receive scholarships, professional development training, and summers of paid internships at financial institutions across New York City and Chicago. Wolfe Research is proud to be a partner firm, hosting ATLAS interns each summer as part of our ongoing commitment to building a more diverse and inclusive pipeline of talent in financial services.

In honor of Mother’s Day, we hosted a Working Moms Panel featuring an honest conversation on the realities of building a career while raising a family. Moderated by eight-time Emmy Award-winning journalist Monica Morales, our panelists covered topics ranging from the invisible mental load to equal partnership at home and the culture shifts that would better support working parents. Thank you to Wolfe’s Alina Cellura, Brittany Ciano, Arielle Foucek, and Stephanie Roth for sharing their experiences so openly.

In recognition of Developmental Disabilities Awareness Month, we welcomed licensed mental health counselor and ADHD specialist Christina Jeffrey, LMHC, ADHD-CCSP, for a firmwide conversation on neurodiversity in the workplace. Christina, author of ADHD & Autism: Myths, Realities & Practical Support Strategies, guided us through common misconceptions about ADHD and autism, what neurodiverse experiences can look like in a professional setting, and how we can all foster a more supportive and inclusive environment at work. We’re grateful to Christina for sharing her expertise with the Wolfe community.

In honor of International Women’s Day, the Women of Wolfe were proud to be guests of Intercontinental Exchange at the New York Stock Exchange for a truly historic moment. We had the incredible opportunity to witness Gloria Steinem ring the Closing Bell alongside Paris Hilton, CEO of 11:11 Media. Gloria, long considered the heartbeat of the feminist movement, sharing this iconic stage with a modern media CEO was a powerful reminder of how women’s leadership continues to evolve across generations. Grateful to be part of a moment that celebrates both the legacy and the future of women shaping the world.

For Black History Month, we hosted a panel discussion titled “Important Conversations: Black Women in Leadership,” featuring Black women leaders who shared their experiences navigating systemic barriers, advancing DEI, and paving the way for future generations. We were honored to be joined by moderator Monica Bertran of Bloomberg L.P., alongside Paige Graves of the Metropolitan Transit Authority, Keita Young of FanDuel, and Angela Matheny of Crewcial Partners.

In honor of National Adoption Awareness Month, we hosted a fireside chat with our own Brett Maloney, Managing Director of Institutional Sales, who shared his journey to adopting his sons, Zelo and Siya. Brett opened up about the challenges of international adoption, the long road to bringing his boys home, and his commitment to keeping their South African culture alive after bringing them home to London. It was a truly special conversation about how a wonderful family came together.

We had the privilege of welcoming former New York Governor David Paterson to our NY office. He spoke about the significance of LGBTQIA+ rights in the context of freedom, as well as the historical significance of Juneteenth and its relevance to the ongoing pursuit of freedom and equality.

We celebrated Hispanic Heritage Month with a live Mariachi band and appetizers inspired by Dominican cuisine. Observed annually from September 15 to October 15, the month honors the histories, cultures, and contributions of Americans with roots in Spain, the Caribbean, and Central and South America — a tradition that began as Hispanic Heritage Week under President Johnson in 1968 and was expanded to a full month by President Reagan in 1988.

Recently we hosted an inaugural Women of Wolfe networking event. This event marked the beginning of an exciting new initiative designed to bring together the talented women at Wolfe for meaningful connections, insightful discussions, and mutual support. The Women of Wolfe Series will include various networking, education and mentorship opportunities and the hope is that the community of women at the firm continues to grow and succeed.

We had a great time participating in the BLK Capital Management Corp Conference, which featured networking sessions, informative panels, and a stock pitch competition. We’re proud 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 for representing Wolfe on the Day in the Life of Equity Research Panel, and to Andrew Rosivach, CFA, for judging the final round stock pitch competition. We look forward to continuing to support this great organization!

The D&I Mentoring Subcommittee is dedicated to fostering a diverse and inclusive environment where every member of the Wolfe community feels supported and connected. Through mentorship programming and cross-departmental initiatives, the subcommittee works to strengthen relationships across the firm and create meaningful pathways for professional growth at every level.

LEADERSHIP COMMITTEE

The Wolfe D&I Leadership Subcommittee is an elected group tasked with coordinating the execution of all firm-wide D&I initiatives, including support and guidance for the other D&I Subcommittees. The Leadership Subcommittee members represent a variety of departments and title levels across the firm, but all share a similar passion for Diversity and Inclusion and the desire to support the firm in fulfilling its D&I mission.

Members: Dina Blumenfeld | Emily Daempfle | Nichole Saland | Ed Velazquez  | Sandra Pallante | Jelani Marshall | Kristen Ramnath | Ed Wolfe

Lionel Salomon was a founding member of Wolfe’s Diversity & Inclusion Committee and will remain a member of the committee in memoriam.

Members: Dina Blumenfeld | Emily Daempfle | Nichole Saland | Ed Velazquez  | Sandra Pallante | Jelani Marshall | Kristen Ramnath | Ed Wolfe

Lionel Salomon was a founding member of Wolfe’s Diversity & Inclusion Committee and will remain a member of the committee in memoriam.

D&I Sub Committies
EDUCATION SUBCOMMITTEE

The Wolfe D&I Education Subcommittee works in collaboration with all departments to orchestrate guest speakers, workshops, and employee programs with the primary objective of promoting diversity, inclusion, and equity within the workplace, by creating awareness and celebrating various communities. Their overarching mission is to encourage a critical evaluation of Wolfe’s culture and facilitate meaningful discussions aimed at bolstering equity and inclusion not only within the firm but also across the broader industry and in the lives of all Wolves. Moreover, they form strategic partnerships with other D&I Subcommittees to offer guidance and structure in the ongoing execution of projects, events, and goal management efforts.

For more information contact
diversityeducation@wolferesearch.com

HIRING SUBCOMMITTEE

The Wolfe D&I Hiring Subcommittee focuses on accommodating diverse talent through a wide range of strategies including but not limited to: hosting educational speaker sessions for students, partnering with diverse organizations, ensuring that the hiring process is fair & unbiased, and proactively engaging those who are underrepresented in the financial services industry to promote interest in Wolfe and the Equity Research industry.

For more information contact
diversityhiring@wolferesearch.com

MENTORING SUBCOMMITTEE

The Wolfe D&I Mentoring Subcommittee works to create a diverse and inclusive environment within the firm for the purposes of providing all individual Wolves with connections to a support system, designed to improve the individual’s experience and provide pathways for professional development within Wolfe Research.

For more information contact
diversitymentoring@wolferesearch.com

Additional Resources

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 Speaker Series

Since 2020, Wolfe Research’s Diversity & Inclusion Hiring Sub Committee has hosted monthly virtual events aimed at educating university students about finance, investing, and equity research. These sessions are designed to reach students from diverse backgrounds, including those at historically black, women’s colleges, and liberal arts schools that may have less exposure to traditional business education.