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Wolfe Research Announces Management Hires


Wolfe Research Announces Management Hires


New York, NY — September 6, 2016 - Wolfe Research, LLC announced today that it has hired Rob Farley as a Managing Director and member of the Executive Committee. Initially, Mr. Farley will act as the Assistant to Wolfe’s Chief Operating Officer, Dave Malat; he will become Chief Operating Officer at year-end. Mr. Malat will remain Chief Financial Officer and, on January 1, 2017, he will also assume the newly-created role of President of Buy-Side Services. Wolfe Research also announced today that Chi-Man Lam has joined the firm as a Managing Director and as Wolfe’s first Chief Information Officer.


Wolfe Research’s Managing Partner Ed Wolfe commented, “Our firm’s growth has stretched our relatively small management team pretty thin. This is why Rob’s and Chi-Man’s deep and diversified experience in research, sales, and trading operations as well as robust technical and problem solving skills make them such welcome additions. Not only do Rob and Chi-Man have long track records of streamlining processes, such as research distribution and trading algorithms, but they are also exceptionally able to decipher our buy-side clients’ wants and needs. I would also note that both of these gentlemen are former colleagues and wonderful people, with impeccable reputations.”


Mr. Farley re-joins Wolfe Research after three years as a Managing Director and Institutional Salesperson at Strategas Research Partners. Prior to Strategas, he was both an institutional salesperson and senior research associate as well as one of ten founding employees of Wolfe Research. Prior to the thirteen years he spent in equity research and sales roles at Wolfe, Strategas, and Bear Stearns, Rob was an engineer for Pratt & Whitney.


Mr. Lam joins Wolfe Research after eight years at Macquarie Group, most recently as Head of Equities Technology for North America. Prior to Macquarie, he was a Managing Director, Global Equities Production Support, and Associate Director, Global Program Trading Support, at Bear Stearns. He brings to our firm a strong understanding of business, compliance, and risk control environments.


About Wolfe Research, LLC and Wolfe Research Securities


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 dealer, Wolfe Research Securities.


Wolfe remains committed both through acquisition and internal mentoring to providing a home for the top-ranked, most differentiated and inspired Analysts, sales people, and traders. The firm thus far has established a reputation for macro research underpinning leading coverage in Industrials, Energy/Utilities, Consumer/Retail, and Healthcare.


Despite the small but growing size of its boutique research franchise, Wolfe Research was voted #12 in the latest 2015 poll and among Wall Street’s top 15 research firms 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 about 90 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


Media Inquiries:

Amy Allen

Media Relations

Wolfe Research, LLC

(646) 582-9279