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Wolfe Research Announces Senior Institutional Services Hires


Wolfe Research Announces Senior Institutional Services Hires: A Leading Independent Firm Continues to Expand


New York, NY — February 8, 2017 – Wolfe Research, LLC, a premier investment research boutique, announced today that John Bowers and James Klepper have recently joined the firm, both as Directors in Equity Research Sales. Mr. Bowers will be focused on servicing accounts in New York and Connecticut and Mr. Klepper on accounts in the Southeast, Mid-Atlantic and Kansas City. They join a well-established research sales and sales trading team currently consisting of twenty-six exceptional professionals and growing.


Commenting on the hires, Wolfe Research’s founder and Managing Partner, Ed Wolfe, declared, “As our firm continues to grow and evolve, we aim to bring in talent whose expertise enhances and informs all of our efforts. With the recent hires of John Bowers and Jim Klepper, we have hired world class professionals with deep experience in servicing institutional clients. Moreover, we have brought into our family two wonderful people with stellar reputations established over long spanning careers, and I look forward to working with them closely for years to come.”


Mr. Bowers brings to Wolfe Research over 16 years of experience in institutional equity sales--for the past 11 years at BB&T Capital Markets, most recently as a Managing Director. John received his BA with a History major from the University of North Carolina at Chapel Hill.


Mr. Klepper stated, “I am excited to be joining forces with Ed and the quality team he has put together at Wolfe Research. I have increasingly heard from my institutional clients about the depth and quality of Wolfe’s research and service. As I have gotten to know the team in recent months, I have become even more excited to join such a strong organization, which is focused on strategically growing its research and execution platforms.”



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 #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 about 100 full-time professionals and continue to actively search for top talent.


Business Inquiries:

Mackenzie Fulk, Head of Institutional Services

Wolfe Research, LLC

(646) 845-0715


Media Inquiries:

Amy Allen

Media Relations

Wolfe Research, LLC

(646) 582-9279