Leading Technology Analyst Joins Premier Research Firm
New York, NY — August 21, 2018 – Wolfe Research, LLC announced today that highly-ranked IT Hardware & Networking analyst Steve Milunovich has joined the company as a Managing Director. Mr. Milunovich joins Wolfe from UBS, where he worked since 2012. Steve ranked #2 in IT Hardware in the 2017 Institutional Investor All-America Research Poll and has been named to the poll 23 times, including 12 consecutive years as #1 in his sector.
Wolfe Research’s Managing Partner Ed Wolfe commented, “Steve is the dean of tech analysts, with over 30 years on the sell-side. Together with Darrin Peller, who recently launched in Fin-tech, Wolfe now has an established foothold in the TMT sector, and we plan to continue to add leading sell-side research talent within this sector during 2019. Steve is a class act as both an analyst and person and will fit in well with our best-in-class product.”
Mr. Milunovich added, “Wolfe is the SEAL Team of equity research, hiring and developing the best of the best. I’m honored to join Ed’s rapidly broadening firm and to expand its footprint in tech. I look forward to collaborating with Wolfe Research’s renowned macro and sector analysts on both company and technology strategy issues. I feel rejuvenated to join a growth company that solely is focused on research and serving its investor clients.”
Prior to UBS, Steve worked for over 12 years at Merrill Lynch and prior to that several other banks. He received his MBA from the Kellogg School of Management, where he graduated with a 4.0 GPA, and his BBA from the University of Wisconsin-Madison. He lives with his wife of 29 years. They have three children..
Wolfe Research, LLC was founded in 2008 as a premier equity research firm with a commitment to best-in-class products and service. Wolfe also provides clients with focused, unbiased agency single stock and portfolio trading and banking services through its affiliated broker dealers, Wolfe Research Securities and Wolfe Capital Markets and Advisory.
Wolfe remains committed to acquiring the top-ranked Analysts (22 and counting) across different industry sectors. In addition, Wolfe is a mentoring shop dedicated to developing talent from within all levels of the firm. The firm has established a reputation for macro research, quant and alternative data underpinning leading coverage in Industrials, Energy/Utilities, Consumer/Retail, Financials, TMT and Healthcare.
Despite the small but growing size of its boutique research franchise, Wolfe Research was voted #10 in the latest 2017 weighted poll and within the top 15 of all research firms on Wall Street by institutional clients for the past six years in Institutional Investor magazine’s prestigious All-America Research Poll. In 2013, Business Insider named Wolfe as one of the top 16 Wall Street firms where employees want to work.
Wolfe Research, LLC and its affiliates currently employ about 150 full-time professionals with representatives in New York, London, Sydney, Mumbai, San Francisco, Dallas, Chicago, Denver, Atlanta and Stamford and continue to actively search for top talent. For more information about Wolfe Research, please see www.WolfeResearch.com
Mackenzie Fulk/ Jon Stenzler
Co-Head of Institutional Sales