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Yin Luo Joins Wolfe Research


Yin Luo Joins Wolfe Research

Top-Ranked Analyst on Three Continents to Join Preeminent Research Boutique


New York, NY — September 29, 2016 - Wolfe Research, LLC announced today that veteran Quantitative and Macro analyst Yin Luo has joined the firm as a Vice Chairman. For the past seven years, Mr. Luo was a Managing Director and Global Head of Quantitative Strategy at Deutsche Bank; before that he held similar roles at Macquarie Capital and CIBC.


Mr. Luo ranked #1 in Institutional Investor’s All-America equity research survey in quantitative research for the past five years (2011-2015), and also led the team that achieved the highest rankings in the II-Europe and II-Asia surveys. He was consistently top-ranked in the Greenwich survey of sell-side analysts in recent years in addition to being ranked in the II-All-America poll in both the Portfolio Strategy and Accounting & Tax categories in 2015. In 2016, The Financial Times included Mr. Luo on the UPstanding Leaders’ List of the top 100 ethnic-minority executives in the US and UK.


Wolfe Research’s Managing Partner Ed Wolfe commented, “Yin Luo is a critical force for buy-side clients around the world in constructing and optimizing their portfolios. He is one of the biggest revenue generators on the sell-side and his presence will help drive our firm’s brand and capabilities for clients to an even higher level. What’s more, in getting to know him over the past five years, I have been impressed by his humility, integrity, and affability, all of which will make him a pleasure to partner with. I can’t wait until his launch in early 2017.”


Mr. Luo declared, “I am excited to join Wolfe Research as the firm continues to expand and provide a home for the best thinkers on Wall Street. I expect my work and value to clients to reach new heights in a focused, boutique atmosphere without the many distractions one encounters at a global bulge bracket bank. I am particularly happy to work with Chris Senyek, who provides a different, but complementary, focus for clients who seek expertise in Strategy, Accounting & Tax, and Special Situations.”


At Wolfe, Mr. Luo will direct a large and talented team of analysts and associates covering Quantitative Research, Portfolio Strategy, and Economics. He holds a Bachelor of Economics degree from Renmin University of China (where he remains an adjunct professor of finance), an MBA in Finance from the University of Windsor, and a Master of Management and Professional Accounting from the University of Toronto. He is a CFA charterholder, a U.S. CPA, a CGMA (Chartered Global Management Accountant), and a PStat (Professional Statistician).



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 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 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