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Yin Luo, CFA, CPA, PStat

Yin Luo, CFA, CPA, PStat

Vice Chairman Quantitative Research, Economics, and Strategy (QES), Wolfe Research
United States

Yin Luo joined Wolfe Research, LLC in September 2016, as a Vice Chairman to lead the coverage of quantitative research, economics, and portfolio strategy (QES).

Prior to Wolfe Research, Yin was a Managing Director and Global Head of Quantitative Strategy at Deutsche Bank. Yin started at Deutsche Bank in New York in October 2009 and in seven years, he built a world class quantitative and macro research franchise.

Before arriving at Deutsche Bank, he spent over 12 years in investment banking and at a management consulting firm with various roles in quantitative research, fundamental research, portfolio management, investment banking and consulting.

Yin has been ranked #1 in Institutional Investor magazine’s II-All America equity research survey in quantitative research for the past six years (2011-2016), and top ranked in the Accounting & Tax Policy and Portfolio Strategy sectors.

At Deutsche Bank, Yin also led the team and achieved #1 ranking in II-Europe and II-Asia surveys. In 2016, Yin was selected to the UPstanding’s top 100 ethnic-minority executives in the US and UK by the Financial Times. Yin holds a Bachelor of Economics degree from Renmin University of China, a MBA in Finance from University of Windsor, and a Master of Management and Professional Accounting from University of Toronto.

He is a CFA charterholder, a U.S. CPA, a CGMA (Chartered Global Management Accountant), and a PStat (Professional Statistician). Mr. Luo is also an Adjunct Professor of Finance at Renmin University of China.

About Wolfe Research

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 Research is committed to acquiring the top-ranked Analysts (10 and counting) across different industry sectors. In addition to a dominant franchise in macro (quantitative research, economics and portfolio strategy), the firm has established a reputation of leading research coverage in Transportation, Airlines, Utilities, Energy, 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 Survey. In 2013, Business Insider named Wolfe as one of the top 16 Wall Street firms where employees want to work.

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