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Lee M. Wolf
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Finance
Consumer Services
Profile
Mr. Lee M.
Wolf is Securities Analyst at Wanger Investment Management, Inc. He is a Portfolio Manager of the Wanger Long Term Opportunity Strategy.
His responsibilities include performing due diligence on current holdings as well as future investment opportunities.
Previously Mr. Wolf was an Associate Analyst at Broadpoint Capital where he was responsible for coverage of the medical technology sector.
In this role, the majority of his analysis concentrated on publicly traded medical device companies in the orthopedics, diabetes, biologics, and neurology spaces.
Prior to that he served as a Private Wealth Manager at Ameriprise Financial and Linsco/Private Ledger.
Mr. Wolf has a B.A. in Finance from the University of Illinois at Urbana-Champaign and is currently pursuing his MBA with a concentration in Analytical Finance from the University of Chicago Booth School of Business.
He is also a candidate in the Chartered Financial Analyst program.
Former positions of Lee M. Wolf
| Companies | Position | End |
|---|---|---|
Broadpoint.Gleacher Securities
 Broadpoint.Gleacher Securities Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/12/2007 |
| AMERIPRISE FINANCIAL, INC. | Corporate Officer/Principal | - |
Wanger Investment Management, Inc.
 Wanger Investment Management, Inc. Investment ManagersFinance Wanger Investment Management is a long-term fundamental investor that seeks to identify investment opportunities that have been overlooked by other investors. They manage the Wanger Long Term Opportunity Strategy and the Wanger Income and Growth Strategy. The Wanger Long Term Opportunity Strategy focuses on investments in small- and micro-cap companies. They look for companies with solid management teams and innovative products with the potential to benefit from significant domestic and international trends. The portfolio is relatively concentrated with approximately 30 securities. The strategy employs detailed fundamental investment research and stock selection. The Wanger Income and Growth Strategy invests in yield-oriented securities with the potential for growth of income and capital appreciation. They invest in publicly traded MLPs, REITs, preferred stocks, closed-end funds and convertibles. The strategy seeks to protect against capital erosion from inflation by investing in securities with income streams implicitly or explicitly tied to the rate of price growth. The strategy seeks to generate returns greater than an equally weighted blend of the S&P 500 and Lehman Bond indices. | Analyst-Equity | 10/11/2011 |
Training of Lee M. Wolf
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Broadpoint.Gleacher Securities
Broadpoint.Gleacher Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ameriprise Financial, Inc.
 Ameriprise Financial, Inc. Investment ManagersFinance Provides retirement and protection, wealth & asset management solutions | Finance |
Wanger Investment Management, Inc.
Wanger Investment Management, Inc. Investment ManagersFinance Wanger Investment Management is a long-term fundamental investor that seeks to identify investment opportunities that have been overlooked by other investors. They manage the Wanger Long Term Opportunity Strategy and the Wanger Income and Growth Strategy. The Wanger Long Term Opportunity Strategy focuses on investments in small- and micro-cap companies. They look for companies with solid management teams and innovative products with the potential to benefit from significant domestic and international trends. The portfolio is relatively concentrated with approximately 30 securities. The strategy employs detailed fundamental investment research and stock selection. The Wanger Income and Growth Strategy invests in yield-oriented securities with the potential for growth of income and capital appreciation. They invest in publicly traded MLPs, REITs, preferred stocks, closed-end funds and convertibles. The strategy seeks to protect against capital erosion from inflation by investing in securities with income streams implicitly or explicitly tied to the rate of price growth. The strategy seeks to generate returns greater than an equally weighted blend of the S&P 500 and Lehman Bond indices. | Finance |
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