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John Roque Joins Wolfe Research

 

Leading Macro Analyst Moves Back to the Sell-Side to Join Premier Research Firm

 

New York, NY  — May 17, 2019 – Wolfe Research, LLC announced today that Technical Analyst and Market Strategist John Roque has joined the company as a Managing Director. Mr. Roque joins Wolfe after seven years on the buy-side at Soros Fund Management and Key Square Capital Management. Prior to 2012, he worked for 20 years as a leading macro analyst on the sell-side at WJB Capital Group and Natixis Bleichroeder, where at both firms he was the top commission producing analyst. Despite working at smaller firms not focused on rankings, Mr Roque was a ranked Technical analyst by institutional investors in Institutional Investor magazine’s All-America Research Polls from 2009-2011.

Wolfe Research’s Managing Partner Ed Wolfe commented, “I have known John for over seven years as a client of our firm. He is a unique thinker and writer and a wonderful person. His technical based research and commentary across asset classes, including equities, bonds, commodities and currencies and his resulting “Technical Scoring” system have consistently driven outsized alpha generation for institutional investors over the past 20 years. The feedback from our due diligence across his large network of Street contacts consistently came back with the same message—his work is thoughtful, differentiated, and enjoyable to read, but most importantly he’s a money maker. He will be a fantastic addition to Wolfe’s already leading macro team that includes Yin Luo, Chris Senyek and Rob Ginsberg.”

Mr. Roque commented, “I am anchored by the charts rather than emotion, and I’m excited to alert Wolfe’s clients to the stories that the charts are always telling about market fundamentals. Rejoining the Sell side with the Wolfe Research brand, a firm dedicated to providing top research from its founder on down is exhilarating, and particularly so in working day to day together with my new partner Rob Ginsberg, who I have known and respected for many years.”

John received both his BA with Honors in Economics and his MBA with Honors in Financial Statement Analysis, International Trade & Development and International Economics from Fordham University. He resides in Westchester with his wife and children.

 

About Wolfe

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 (25 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 and Quantitative Analysis employing alternative data underpinning leading coverage in Industrials, Energy/Utilities, Consumer/Retail, Financials, Healthcare and TMT.

Wolfe Research was voted #11 in the latest 2018 weighted poll in Institutional Investor magazine’s prestigious All-America Research Poll, despite being significantly smaller than the peer group, a testament to our successful pursuit of best-in-class product. 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 170 full-time professionals with representatives in New York, London, Sydney, Mumbai, San Francisco, Dallas, Chicago, Denver, Atlanta, Stamford, and Daytona Beach and continue to actively search for top talent. For more information about Wolfe Research, please see www.WolfeResearch.com

 

Business Inquiries:
Mackenzie Fulk / Jon Stenzler
Co-Heads of Institutional Sales
Sales@WolfeResearch.com
(646) 845-0715

 

Media Inquiries:
Analynn Salvato
Media Relations
Media@WolfeResearch.com
(646) 845-0774