RIA/Family Office Products

Wolfe Research has provided best-in-class fundamental and macro research to institutional investors since 2008. Wolfe Daily Howl, our RIA/Family Office specific product, leverages world class stock specific research while tying in important macro themes that focus on tactical and long-term investment themes for individual investors.

Our analysts have a combined experience of over 100+ years on Wall Street, providing best-in-class research to clients around the globe. Our Technical Analysis and Portfolio Strategy teams’ ability to analyze economic trends, market events, and the investment cycle in order to develop forward-looking buy/sell recommendations for the U.S. and global equity markets separate us from our competitors. In addition to our broad overview of market conditions, our analysts provide in depth analysis at the stock level by identifying key changes in corporate balance sheets, fundamentals, and trends within the price movement of each security.

The WOLFE DAILY HOWL newsletter is a product of Wolfe Research, LLC. Authors of this product are registered with our affiliate, Wolfe Research Securities (a FINRA regulated broker-dealer), but subscribers to the newsletter are not to be considered customers of the broker-dealer

Our Products & Recent Highlights

Chris Virelli, Wolfe’s Head of RIA Sales, distributes a daily note titled The Wolfe Daily Howl every morning highlighting important macro research and upcoming events. Please note that the links in the sample document are not functional.

View Full Sample

RIA/Family Office clients will have access to our entire research portal complete with both macro and fundamental research on the over 600 companies that we cover. Please see an example of our fundamental work on Eli Lilly (LLY) where we discuss our new obesity model that goes out to the end of the decade. Click the below button to view a full sample.

Fundamental Research Report

“The Wolfe Alpha List (WAL) is Wolfe Research’s high-conviction list of stocks we believe can substantially outperform the overall market and each stock’s respective sector over the next twelve months. To view the full report from July 1, 2023 – please click the “WAL Sample” button below.If you would like to view the latest version of our Wolfe Alpha List, and learn more about our product, click the “Contact Us” button below.

WAL Sample

Upcoming Conferences & Events

If you are interested in learning more about the latest events at Wolfe Research, please contact us.

Conferences

Badishkanian Small Group/1×1 December Conference
November 30 – December 5, 2023 | Virtual

Inaugural Reshoring Conference
December 4-5, 2023 | Virtual

1st Annual Small and Mid-Cap Conference
December 6-7, 2023 | New York, NY

Private Real Estate Conference
January 8, 2024 | Virtual

Global Auto and Auto Tech Conference
February 14-15, 2024 | New York, NY

1st Annual Semiconductor Conference
February 14-15, 2024 | San Francisco, CA

“March Madness” Software Conference
February 27-28, 2024 | New York, NY

Real Estate Conference
February 28-29, 2024 | Virtual

Housing Conference
March 5, 2024 | New York, NY

FinTech Forum
March 13-14, 2024 | New York, NY

Webcasts

Zukin’s Next Week Today | Mondays at 11am ET
Alex Zukin | Enterprise Software
Joshua Tilton | Security Software

Group Therapy
Scott Group | Airfreight & Surface Transportation | Airlines

Weekly Bank Break-in
Steven Chubak | Banks, Brokers, Asset Managers & Exchanges

Meet Wolfe’s Macro Analysts

Stephanie Roth

Stephanie Roth joined in November as Wolfe’s Chief Economist. Stephanie comes from J.P Morgan Private Bank, where she was a Senior Economist for Global Wealth Management, responsible for US macroeconomic calls which were communicated to thousands of investment advisers globally. Prior to J.P. Morgan, Stephanie worked at Cornerstone Macro for five years on the highly ranked global economics team under Nancy Lazar, focusing mostly on the U.S. and China. Stephanie graduated from Bucknell University with a B.S. in Mathematics and Economics and holds a Masters in Statistics from Columbia University.

Tobin Marcus

Tobin Marcus joined Wolfe in September of 2023 as Head of Policy & Politics. Tobin is a highly ranked Washington Research analyst by clients as reflected in the Institutional Investor Magazine All-America Research Poll, with over 15 years of experience in policy analysis, development, and strategy. Tobin joins Wolfe from Evercore ISI, where he was Managing Director and Head of US Policy and Politics. Prior to Evercore, Tobin served for five years in the Obama-Biden administration as then-Vice President Biden’s economic policy advisor.

Chris Senyek

Chris Senyek joined Wolfe Research in 2011 and is the firm’s Chief Investment Strategist. In this role, he publishes fundamental macroeconomic research on the markets, portfolio positioning, and stock themes in three areas: equity strategy, accounting/tax policy, and special situations. Over the years, Chris has been consistently ranked #1 by Institutional Investor magazine in macroeconomic research (accounting and tax policy), and in 2020 he entered Institutional Investor’s Hall of Fame for earning a #1 ranking ten times or more. Previously, he was employed at ISI Evercore, Bear Stearns, and Arthur Andersen.

Rob Ginsberg

Rob Ginsberg is a Managing Director and Technical Analyst at Wolfe Research covering equities, bonds, currencies, and commodities on a global basis. He has been a top three ranked Technical Analysis Analyst for the past two years in Institutional Investor’s “All-America Research Team” poll.

Rob joined Wolfe Research in June 2017 after spending six years as a Managing Director at Renaissance Macro where he headed up Sector Deep-Dives and Small-Cap Strategy. Previously he was also a Managing Director at ISI Group. He began his career on the buy-side, having spent 14 years at AllianceBernstein, where he was a Senior Vice President and Portfolio Manager of growth equities. This combination of technical and fundamental experience helps bring a unique angle to his work.

What can you expect when you join Wolfe RIA Family Products?

Best-in-class research on over 600 stocks, from each of the S&P’s 11 Economic Sectors (GICS sectors)
A daily email highlighting:
- Stephanie Roth’s Daily Economic Analysis
- Tobin Marcus’s Political Analysis
- Wolfe’s top research reports that day from our fundamental and macro teams
- A recent topical chart from the Technical Analysis Team
- The Portfolio Strategy Chart of the Day
Potential for one-off access to webinars, video briefs, or conferences (see below for a list of upcoming events)