Investors

Investors

Neil Wolfson, CFA

Neil Wolfson is President and CEO of SF Capital Group, where he oversees all debt and equity investing, asset allocation, investment management and operations for a large multi-generational family office. 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, was senior portfolio manager for 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), BorrowersFirst, FastPay, DriverUp, Nextivity, Patch of Land, Cloud Lending and TodayTix. Neil holds an MBA in Finance and a BS in Management from New York University where he graduated magna cum laude and received NYU’s Dean’s Honor Key. He was a University Honors Scholar, having graduated in the top five percent of his class. He holds FINRA series 7, 63 and 65 licenses. A member of the New York Society of Security Analysts, he became a Chartered Financial Analyst in 1993. Neil frequently provides market commentary to the media. His quotes have appeared in the Wall Street Journal, New York Times, Business Week, Forbes, Washington Post, Chicago Sun Times and USA Today. He has appeared more than a hundred times on CNBC, Bloomberg Television, CNN and FoxNews. In 2007, Institutional Investor selected Neil as one of the 20 Rising Stars of Wealth Management.

Timothy F. McCarthy, CEO

Timothy F. McCarthy has dedicated his entire career to the financial services industry and his experiences include serving as Chairman and CEO of Nikko Asset Management in Tokyo, Good Morning Securities in Seoul, CEO of Jardine Fleming in Hong Kong, President of Charles Schwab and Co., and President of the Fidelity Investment Advisor Group. McCarthy served as a Group Executive Officer at Nikko Cordial Corp. He served as the President and Chief Operating Officer at The Charles Schwab Corp. until 1998, where McCarthy launched its online brokerage strategy and designed its successful OneSource fund platform and was responsible for its Mutual Funds, Capital Markets and International Divisions. He was employed at Fidelity from 1987 to 1994, where he launched a multifund platform for banks and independent brokers and served as its President of Fidelity Investment Advisor Group and National Financial Institutional Services. In his early career, he worked for Merrill Lynch, New York in investment banking and technology and for Chemical Bank in corporate finance. McCarthy earned an M.B.A. Degree in 1978 from the Harvard University, where he was a Baker Scholar, and a B.A. Degree with Majors in International Relations and Economics from the University of California, Davis in 1973.

Simon Yoo, CO FOUNDER

Simon Yoo is the Founder and Managing Partner of Green Visor Capital, an early stage venture capital. He has over 20 years of financial services industry experience, including nearly 15 years at Citigroup Global Markets, where he held increasingly senior roles in Tokyo and Hong Kong, his last being Managing Director & Co Head of Financial Institutions Group Asia Pacific. During his tenure at Citi, Simon advised on numerous landmark equity, restructuring, leveraged finance and M&A transactions, including the $20.5 billion IPO of AIA Group Ltd., the largest ever equity offering completed on the HK Stock Exchange. In total he has helped to raise $50 billion of public equity for financial institutions globally and was named the sole recipient of the Promising Young Banker Award (i.e., the Best Banker Under the Age of 40) in Japan by The Asian Banker in 2008. In addition to his experience at Citi, Simon is the former CFO of Kabbage Inc., a FinTech startup. Simon received his MBA from Cornell University and BA from Kenyon College.


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NEWS

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BLOGS

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EVENTS

LendIt USA 2017

The Cloud Lending Solutions team is back at LendIt USA as a Silver Sponsor. Join ...

2017 National Equipment Finance Summit

NEFA's National Equipment Finance Summit is the premier educational and networking event for professionals in ...