You are here

Wolfe Research Hires Scott Mushkin and Team: Noted Consumer Analyst Joins Expanding Research Boutique


Wolfe Research Hires Scott Mushkin and Team: Noted Consumer Analyst Joins Expanding Research Boutique


New York, NY — Wolfe Research, LLC today announced that top Consumer analyst Scott Mushkin has joined the firm as Managing Director and Senior Retail analyst. His primary research coverage will be Consumer Staples Retailers—including discount retailers, supermarkets and drugstores, with a secondary focus on the burgeoning healthy lifestyle industry.


In Institutional Investor’s 2012 poll, its most recent, Mushkin was named to the All-America Research Team, ranking third in Consumer - Retailing/Food & Drug Chains. In the same year, he was also named to the Financial Times’ StarMine Analyst Awards, ranking 1st and 3rd for the “Top Stock Pickers” and “Top Earnings Estimators” lists, respectively, for Food & Staples Retailing. Additionally in 2012, The Wall Street Journal named Mushkin to “The Master Stock Pickers” list, ranking him 2nd in Retailers: Food & Drug.


Wolfe Research’s Managing Partner Ed Wolfe noted, “Scott’s more than 20 years of combined buy- and sell-side experience and his continued impassioned dedication to proprietary fundamental research make him the ideal analyst to launch our firm’s Consumer/Retail vertical. Scott’s unique research, including his unparalleled Staples surveys, coupled with his reputation for hard work, integrity and fairness make him a great fit for our firm.”


Mr. Wolfe noted that Mike Otway and Brian Cullinane, also formerly of Jefferies, have joined Scott at the firm, giving Wolfe Research one of the most experienced teams in Staples Retailing.


Mr. Mushkin commented, “Wolfe Research's unwavering commitment to proprietary fundamental and differentiated research make it the premier independent research firm on Wall Street. I am honored to be joining to build-out the consumer–retail franchise. My team and I are also looking forward to expanding our efforts into all of Staples Retailing and furthering our work in the Healthy Lifestyle sector, with a particular eye on the growing power of the Millennial generation. We’ll be launching coverage at the end of Second Quarter and will dedicate ourselves to serving Wolfe’s institutional clients.”


For the five years prior to joining Wolfe Research, Mushkin worked as Managing Director and Senior Retail Analyst at Jefferies. He started his career in 1991 at Kidder, Peabody and has also held positions at DLJ, Lehman Brothers and Bank of America.


Mushkin received a Bachelor of Arts degree in History from Boston College and a Master of Business Administration degree from the University of Chicago.


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 seven prominent research teams, establishing a reputation for both sector and macro research. Each team was recognized by clients in Institutional Investor magazine’s 2012 All-America Research Poll, in which the firm’s weighted rank was #12 overall for U.S. equity research. In February 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. Wolfe Research Securities acts as a distribution arm through its trading desk for Wolfe Research in addition to engaging in equity and debt underwriting and corporate finance advisory. It provides unbiased service and advice singularly focused on advancing clients’ long term interests. Wolfe Research, LLC and its affiliates currently employ more than 50 full time professionals and continue to actively search for top talent.


Business Inquiries:

Peter Ryan

President and Head of Institutional Services

Wolfe Research, LLC

(646) 845-0710


Media Inquiries:

Scott Sunshine

Water & Wall Group

(212) 699-3672



To learn more about Wolfe Research or Wolfe Research Securities, please visit