News Archive
Wunderlich Hires Breza As Senior Software Analyst
Breza will initiate coverage of the Software sector with an emphasis on security, software-as-a-service, big data, infrastructure and vertical industry software. ...
Nashville Branch Welcomes Advisors Berry and Peña
Tyler Berry IV and Rachel Peña, formerly with Morgan Stanley, bring 20 years of experience...
Veteran Advisor Duo Joins Dallas Branch
Michael E. Crossley and Roger W. Blackmar join Wunderlich from Morgan Stanley. Each has more than 40 years of financial services experience...
Wunderlich Completes Dominick & Dominick Acquisition
Wunderlich now has more than $10 billion in client assets and 600 associates in 33 locations...
Wunderlich Expands Fixed Income Capital Markets Sales and Trading
Eleven newly-hired professionals have an average of 21 years of industry experience......
Wunderlich Names Stacy Hodges as Chief Financial Officer
Wunderlich announced the hiring of Stacy Hodges as CFO. Hodges has 20 years of financial industry experience, primarily with Southwest Securities. ...
Wunderlich Expands Research Coverage, Adds Three Senior Analysts
Liam Burke, Rommel Dionisio and Jeff Birnbaum have joined the equity research team. Coverage increases to 271 companies. ...
Wealth Management Branch Opens in Lafayette, LA
Wunderlich announced the opening of a Wealth Management branch in Lafayette, Louisiana. Kevin M. Gayle, Jr. joins as Managing Director – Lafayette....
Wunderlich Announces Plans to Acquire Assets of Dominick & Dominick
Wunderlich announced a definitive agreement to acquire the wealth management assets of New York-based Dominick & Dominick. ...
S.J. Guzzo Hired as Co-Head of Fixed Income Capital Markets
Guzzo will be responsible for institutional sales and client strategies...
Consumer Analysts Join Wunderlich in New York
Wunderlich announced it has hired Eric Beder and Danielle M. McCoy as equity research analysts covering the specialty retail/footwear/apparel sectors in Wunderlich Securities’ Research Department. ...
New Wealth Management Office Opens in Richmond, VA
Wunderlich announced today that it has opened a Richmond, VA wealth management office. Thomas Johnson III, CFP®, AIF® has joined the Firm from Raymond James and will manage the new branch. ...
Wunderlich Expands into Consumer and Business Services Investment Banking
Wunderlich announced it has hired Joe Schimmelpfennig, Jeff NG and Eric Rindahl as Managing Directors to lead Wunderlich's Consumer and Business Services Investment Banking Group...
Wunderlich Hires 25 Expanding Its Presence in Mortgages
Gary Wunderlich announced that 25 mortgage-focused institutional sales and trading professionals from Banc of Manhattan Capital have joined the Firm. ...
WasteExpo Investor Summit
The Investor Summit, which is the only dedicated gathering of corporate executives and institutional investors...
Altamont Capital and Wunderlich Close on $40 Million Investment
Wunderlich Securities, a leading regional full service investment firm headquartered in Memphis, today announced that it closed an equity capital investment of up to $40 million...
Altamont Capital Leads $40 Million Investment in Wunderlich Securities
Memphis, TN and Palo Alto, CA: Wunderlich Securities, a leading regional full service investment firm headquartered in Memphi...
Equity Capital Market Expansion
Gary K. Wunderlich, Jr. CEO announced the addition of five equity capital market professionals....
Wunderlich Analysts Receive StarMine Awards
Congratulations to Research Analyst Brent Rakers for his 2013 StarMine Award for Research Coverage...
Wunderlich Partners with Brooks Museum of Art in Crossroads of Memory Exhibit
Wunderlich Securities is pleased to be a sponsor of the Memphis Brooks Museum of Art Upcoming Exhibit...
WasteExpo and Wunderlich Launch Investor Summit
Senior managements of major solid waste industry companies to meet institutional investors ahead of WasteExpo 2013 Conference in New Orleans...
Wunderlich Securities Closes On Acquisition of Sanders Morris Harris Offices
On November 30, Gary K. Wunderlich, Jr., CEO of Wunderlich Securities announced the acquisition of three wealth management branches from Sanders Morris Harris (SMH) which is exiting the retail branch office business. The acquisition closed as scheduled on December 14. Thirty-five individuals have joined Wunderlich, including 27 Financial Advisors with over $800 million in assets under administration....
Wunderlich Named one of INC's Fastest Growing Companies
Wunderlich Named one of INC's Fastest Growing Companies for Third Consecutive Year....
Agasti Holdings Enters into Strategic Alliance with Wunderlich Securities
Agasti Holding (formerly Acta Holding) announced today that it has created a strategic alliance with the US-based Wunderlich InvestmentcCompany, Inc., the holding company for the full-service brokerage firm Wunderlich Securities,...
Wunderlich Securities Adds to Equity Capital Markets and Private client Group
Wunderlich Securities added six professionals to the firm. Joining the firm are...
Ted Cashion - Named Memphis Branch Manager
Ted Cashion joined Wunderlich Securities from Morgan Keegan as Managing Director and Branch Manager in Memphis....
Wunderlich Adds to ECM and PCG
Gary Wunderlich announced the hiring or three Equity Capital Markets professionals. In addition, Jane Brokaw Lutz, Sr. Vice President joins the Private Client Group in Dallas. ...
Wunderlich Securities Adds Six to Equity Capital Markets
Gary Wunderlich announced the hiring of six Equity Capital Markets Professionals from Morgan Keegan with more to come. Joining the firm in the Memphis headquarters are Senior Vice President...