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.