Jon Stenzler to Join Wolfe Research as Co-Head of Global Sales: West Coast sales leader to take a larger role at fast growing boutique
New York, NY — March 30, 2017 – Wolfe Research, LLC, a premier investment research boutique, announced today that Jon Stenzler will be joining the firm in late May as a Managing Director, Co-Head of Global Sales and Head of Development. He will also join the firm's Executive Committee, responsible for overseeing the long-term direction of the firm. In addition to his global responsibilities for Wolfe, Mr. Stenzler will head Wolfe's new San Francisco office, which will be located at One Market Street.
Commenting on the hire, Wolfe Research's founder and Managing Partner, Ed Wolfe, declared, "This is a transformational hire for our firm. Jon is one of the smartest and most well-respected leaders in the equities business. His following is deep and loyal. Jon operates with the highest level of professionalism and integrity, with a tireless devotion to client service. Not only was Jon one of the top producers at his firm but also its top ranked salesman."
Mr. Wolfe continued: "As Wolfe Research enters its 10th year of operations, we have reached an inflection point in our growth trajectory. I look across the platform and cannot help but feel great pride in our best-in-class research franchises in transports, utilities, macro, quantitative, tax and accounting, special situations, healthcare services, consumer retail and energy. I am excited for Jon to join the strong organization that we have developed, which is focused on strategically and effectively growing our research and execution platforms to provide truly differentiated and thoughtful analysis to our clients."
Adding his thoughts on the hire, Mackenzie Fulk, an 8-year Wolfe Research veteran recently promoted to Co-Head of Global Sales, stated: "I am looking forward to working side-by-side with Jon to grow our business and provide truly exceptional service to our clients. We share the belief that in today's environment the role of head of sales is that of a producing manager. We look forward to leading by example a talented team of 26—and growing—sales professionals, which is already the most product savvy sales team on the Street."
Jon will join Wolfe after seven years at EvercoreISI, where he was a Managing Director and ran West Coast sales. Prior to ISI, Jon worked for ten years at Citigroup, and prior to that he was a journalist for The Philadelphia Inquirer.
About Wolfe Research, LLC
Wolfe Research, LLC was founded in 2008 as a premier equity research boutique with a commitment to best-in-class products and service. Wolfe also provides clients with focused, unbiased agency trading and banking services through its affiliated broker dealers, Wolfe Research Securities and Wolfe Capital Markets & Advisory.
Wolfe remains committed to attracting the top-ranked Analysts (10 and counting) across different industry sectors. Wolfe is also a mentoring shop dedicated to developing Rising Star talent from within all levels of the firm. The firm has established a reputation for macro research underpinning leading coverage in Transportation, Airlines, Utilities, Energy, Consumer/Retail, and Healthcare.
The firm currently boasts a 26-member and growing team of talented sales personnel, with offices currently in New York and Boston and with near-term 2017 plans to expand to San Francisco, Stamford, CT, Dallas and Baltimore.
Despite the small but growing size of its boutique research franchise, Wolfe Research was voted #11 in the latest 2016 weighted poll and within the top 15 of all research firms on Wall Street by institutional clients for the past five 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 over 100 full-time professionals and continue to actively search for top talent.
Mackenzie Fulk, Co-Head of Global Institutional Sales
Wolfe Research, LLC
Wolfe Research, LLC