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Justin Lake Joins Wolfe Research


Justin Lake Joins Wolfe Research


Latest Top Ranked Analyst to Join Preeminent Research Boutique


New York, NY — April 21, 2016 - Wolfe Research, LLC announced today that veteran Healthcare Services analyst Justin Lake has joined the company as a Managing Director.


While at JPMorgan Chase & Co., in both 2013 and 2014 Mr. Lake received number one rankings in Institutional Investor’s All-American Research Team survey for two sectors—Managed Care and Health Care Facilities. He also ranked number one in Healthcare Services in the Greenwich Associates poll during that period.


Wolfe Research’s Managing Partner Ed Wolfe commented, “Best-in-class in his space, Justin is among the very few elite fundamental research analysts remaining on Wall Street who is a required contact for the buy side. This is evidenced by his previous work on important topics such as the impact of healthcare reform on MCOs and Providers as well as focused work on Medicare Advantage during a period of significant reimbursement disruption. Further, he has an exceptional reputation for unflinching integrity and decency; these qualities make him a superb fit for our firm. Justin marks Wolfe Research’s entry into a new vertical, and we are excited to actively build a larger healthcare research product around him.”


Mr. Lake noted: “I am excited to join Wolfe Research as the firm expands its focus into the healthcare sector. I look forward to re-engaging with investors on important topics such as industry consolidation and health reform implementation as the U.S. healthcare system migrates to value based care. It is probable that the U.S. will see more fundamental change in the provision of healthcare in the next 3-5 years than there has been in the last twenty, and as such our work here will continue to focus on the potential impact and implications for HC Services broadly and our coverage universe in particular.”


Mr. Lake joins Wolfe Research from the buy side where for the past year he served as an analyst at Viking Global Investors covering the healthcare sector. Previously Mr. Lake was a Managing Director on the sell side in the healthcare groups at both JPMorgan Chase & Co. and UBS AG. At both firms, Justin specialized in coverage of Managed Care, Hospitals and Small/Mid Cap Healthcare Providers, including Dialysis and Surgical Facilities.


About Wolfe Research, LLC and Wolfe Research Securities


Wolfe Research, LLC was founded in 2008 as a research boutique by former Bear Stearns top-ranked Transportation Analyst, Ed Wolfe. The firm has grown to include eight prominent research teams, establishing a reputation for macro research underpinning leading coverage in Transportation, Airlines, Utilities, Energy, Consumer/Retail and now Healthcare.


Despite the small but growing size of its boutique research franchise, Wolfe Research was voted #12 in the latest 2015 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, Wolfe was named by Business Insider as one of the top 16 Wall Street firms where employees want to work.


In May 2010, Wolfe Research Securities was launched as an affiliated broker dealer. WRS is comprised of a capital markets group which functions as Wolfe Research’s distribution arm through its trading desk and investment banking. WRS’s Investment Banking Group is a leading financial advisor to public and private companies providing M&A, equity, and debt capital markets advisory and private placements. WRS’ investment bankers have particular expertise functioning as the advocate to CEO’s and business owners, enhancing shareholder value through strategic acquisitions, or maximizing the outcome of a sale process. Wolfe Research, LLC and its affiliates currently employ about 75 full time professionals and continue to actively search for top talent.


Business Inquiries:

Peter W. Ryan, President

Head of Institutional Services

Wolfe Research, LLC

(646) 845-0710


Banking Inquiries:

Craig Decker, Managing Director

Head of Investment Banking

Wolfe Research Securities, LLC

(646) 845-0761


Media Inquiries:

Stacy Harfenist

Media Relations

Wolfe Research, LLC

(646) 845-0772