David J. Malat, CPA
Chief Operating Officer, Chief Financial Officer
David Malat is Wolfe Research's Chief Operating Officer and Chief Financial Officer. His roles include the development and oversight of the company’s infrastructure including accounting systems, legal, regulatory and compliance practices, broker/dealer soft dollar arrangements, human resources, IT, office administration, vendor relationships and counterparty negotiations.
Prior to joining Wolfe Research, Mr. Malat had a distinguished 20 year career as a Chief Financial Officer on the buy side. During his tenure at The Zweig Companies from 1989 to 1998, he presided over a group that provided the operational and administrative infrastructure for its businesses, including open end and closed end mutual funds, two hedge funds, and a consulting business. He was also the President and FINOP of Zweig’s broker/dealer. While at Pequot Capital Management from 1998-2001, Mr. Malat had complete fiscal responsibility for the management company and hedge funds, including venture capital and private equity. He was a member of the firm’s Operating Committee.
From 2001 to 2008 Mr. Malat as a CFO helped launch, create and direct the operations of several start-up hedge funds including Searock Capital Management, and Rhombus Capital Management. Prior to his time as a CFO on the buy side, Mr. Malat began his financial services career in 1981 at Spicer & Oppenheim and in 1988 became Vice President in the Controller’s Group at Oppenheimer & Co.
Dave earned a BS in Business Administration from the State University of New York at Buffalo and is a Certified Public Accountant. He lives in Warren, New Jersey with his wife, three children and their dogs.