Neil Wolfson was President and CIO of SF Capital Group for the past 10 years, where he oversaw all debt and equity investing, direct private investing, asset allocation, investment management, tax estate planning, performance reporting and operations for a billion dollar multi-generational family office. At SF Capital he invested in over 30 direct debt and equity investments in emerging technology companies with a focus on FinTech companies.
Prior to joining SF Capital Group, Neil spent five years as Chief Investment Officer and President of Wilmington Trust Investment Management, a $40 billion investment management firm, responsible for all of the firm’s investment management. He was also President and CEO of the Wilmington Funds, a $10 billion mutual fund family. Prior to Wilmington Trust, Neil served for eight years as a Partner at KPMG LLP and National Partner in Charge of KPMG’s Investment Consulting Practice. Neil also spent over a decade at Kidder, Peabody & Co. where he ran the managed money area, co-founded the Analytical Investment Strategies Group, was a senior portfolio manager for Kidder Peabody Asset Management and the Kidder Peabody Asset Allocation Fund and ran the firm’s PRIME Asset Consulting Group. Prior to Kidder, he developed a multi-factor security selection system currently employed by a number of investment management firms.
He started his career developing financial futures and options contracts for a commodity exchange.
Neil serves on the Board of Directors for OnDeck (ONDK) including Chair of the Audit Committee and Member of the Risk Committee, FastPay, Nextivity, Lenda, Patch of Land, Cloud Lending, Finitive and TodayTix
Neil holds an MBA in Finance and a BS in Management from New York University. A member of the New York Society of Security Analysts, he became a Chartered Financial Analyst in 1993.