Neil Wolfson joined Cambridge Wilkinson as a senior advisor.
Wolfson serves on the board of directors and various committees for IOU Financial, ExcelFin, Nextivity, Exchange Robotics, Paper Trader, UPTIQ, Finitive and SALT Blockchain. Until its recent sale to Enova, he served on the board of directors for OnDeck, where he chaired the audit committee, served on the risk committee and was the company’s financial expert. He is a former board member of Cloud Lending (sold to Q2), FastPay (sold to AvidXchange), TodayTix (sold to Great Hill), Patch Lending (sold to Lafayette Re) and the Wilmington Funds.
In addition to his board work, Wolfson is a co-managing partner at JPX Investments, a venture capital fund specializing in blockchain games. He was also president and chief investment officer of SF Capital Group for the past 10 years, overseeing 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 more than 30 direct debt and equity investments in emerging technology companies with a focus on financial technology.
Prior to joining SF Capital Group, Wolfson 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, Wolfson served for eight years as a partner at KPMG and national partner in charge of KPMG’s investment consulting practice, representing more than $100 billion in assets. He also spent more than 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, Wolfson 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 a commodity exchange.
“Neil’s experience in the financial services and fintech industries will complement our core competencies at Cambridge Wilkinson. In addition, his previous experience working with family offices will help broaden our network and will help us execute additional mandates,” Rob Bolandian, co-founder and global head of investment banking at Cambridge Wilkinson, said.
