Eric Katz

Analyst-Equity at Wolfe Research LLC

Finance

Consumer Services

Profile

Eric Katz is currently a Vice President at Wolfe Research LLC since 2018.
Prior to this, he worked as a Vice President & Equity Research Analyst at Wells Fargo Securities LLC from 2011 to 2018.
Mr. Katz completed his undergraduate degree from Washington & Lee University and earned an MBA from Johnson Graduate School of Management in 2011.

Eric Katz active positions

Companies	Position	Start
Wolfe Research LLC Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.	Analyst-Equity	2018-09-30

All active positions of Eric Katz

Former positions of Eric Katz

Companies	Position	End
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.	Corporate Officer/Principal	2018-07-31

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Training of Eric Katz

Johnson Graduate School of Management	Masters Business Admin
Washington & Lee University	Undergraduate Degree

Experiences
Positions held

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Connections

100 +

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Linked companies

Private companies	2
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.	Finance
Wolfe Research LLC Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.	Finance