Neil Wolfson

Neil serves on the Board of Directors for IOU Financial (IOU.V), ExcelFin (XFINU), Nextivity, CION Digital, Finitive, and SALT Blockchain. He is a former board member of OnDeck, Cloud Lending, FastPay, TodayTix, Patch of Land, and the Wilmington Funds. Neil Wolfson was President and CIO of SF Capital Group for the past 10 years, where he oversaw all investments, direct private investing, asset allocation, 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. 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, where he was responsible for the firm’s investment management, brokerage, and mutual fund group. He was also President, CEO, and Chairman 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, representing over $100 billion in assets. 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 several investment management firms. He started his career developing financial futures and options contracts for commodity exchange. 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 (CFA) in 1993. Neil is an Adjunct Professor at Rutgers Graduate Business School where he teaches Portfolio Theory. 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, and USA Today. His expertise in finance and portfolio has been regularly leveraged by business media including CNBC, Bloomberg Television, CNN, and Fox News.