Rising Analysts Join Premier Research Firm
New York, NY — September 26, 2018 – Wolfe Research, LLC announced today that Sam Margolin has joined the company as a Managing Director. Mr. Margolin joins Wolfe from Cowen. At Wolfe, he will cover U.S. and European Integrated Oil Companies, U.S. and Canadian Refiners, and LNG related companies, as well as provide data-driven analysis on global oil and fuels markets. Sam is known for his innovative work using alternative data to track oil throughout the global supply chain. Wolfe also announced today that Blake Gendron has joined Wolfe Research as a Senior Vice-President covering the Oilfield Services & Equipment Sector. Blake formerly was a research associate for the top ranked Oilfield Services & Equipment team at Evercore ISI. Prior to that he worked in industry as a Senior Reservoir Characterization Engineer at Schlumberger. Both analysts are expected to roll out coverage at Wolfe over the next few weeks.
Wolfe Research’s Managing Partner Ed Wolfe commented, "Sam and Blake are both exceptionally smart, driven young analysts who do differentiated work and whose stars continue to rise. We have identified them as potential top analysts in their respective sectors and we plan to provide them with the mentorship and resources to achieve those goals. Their integrity, humble attitudes, willingness to learn and evolve, as well as their steadfast goal to be thought leaders in their respective sectors make them perfect cultural fits for our firm."
Further Mr. Wolfe noted: "Combined with I.I. Hall of Famer Steve Fleishman and his team’s unique utilities and midstream coverage, along with Josh Silverstein and his quickly growing reputation as a top stock picker in the large and SMID cap E&P names, we believe Wolfe now has the strongest fundamental energy team on the Street. The entire energy group can’t wait to collaborate and work together on an on-going basis, including each contributing to Wolfe’s signature daily energy product, the Morning DEW."
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 155 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
Mackenzie Fulk / Jon Stenzler
Co-Heads of Institutional Sales