| Name | Title | Contact Details |
|---|---|---|
Susan Chapman |
Chief Marketing Officer | Profile |
Becky Freemal |
Chief Marketing Communication Officer | Profile |
Wolfe Research, LLC, is a premier research boutique and affiliated broker dealer with a commitment to best-in-class products and ongoing strategic growth. Our 7 Senior equity research analysts are each well distinguished and highly ranked and produce research that we believe is the most objective and distinguished in their sectors. We deliver our services with care and specificity to each of our institutional clients. We do not try to be all things to all clients, but we do aim to be the best at everything we do. The company currently boasts seven highly ranked and differentiated analysts who collectively cover the following sectors: Accounting & Tax Policy, Airfreight & Surface Transportation, Airlines, Aerospace & Defense, Truck Manufacturing, Electric Utilities, Oil & Gas, Portfolio Strategy, Quantitative Analysis, and Retail Broadlines, Hardlines, Food & Drug and Healthy Lifestyles. We are a leader in each of these areas and constantly seek to add coverage of new sectors as we expand our research product with the brightest and most energetic talent. Our sales, broker-dealer, operations and compliance departments are unparalleled in depth and experience for a firm of our size, and we view excellence in these functions as essential for our continued success. In all its endeavors, Wolfe Research strives for excellence and continuously works to distinguish itself from other Wall Street companies by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. It is our mission to provide PMs, generalists, economists, and analysts alike with offerings that are dynamic, forward-looking, and uniquely valuable. Wolfe Research was founded in April 2008 by Edward Wolfe and is based in New York, New York.
Brian K. Adams is a Elmira, NY-based company in the Financial Services sector.
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments.
Society For Lifetime Planning is a Troy, MI-based company in the Financial Services sector.
Navios is a Norwalk, CT-based company in the Financial Services sector.