Fundraising Fox

Neil Wolfson

Investor

Operating Partner at RueOne Investments

New York City Metropolitan Area

About

Neil Wolfson is an Operating Partner at RueOne Investments focused on fintech. He previously spent 10 years as President and CIO of SF Capital Group, a billion-dollar family office where he made over 30 direct debt and equity investments in emerging technology companies, and earlier served as CIO and President of Wilmington Trust Investment Management, a Partner at KPMG, and a portfolio manager at Kidder, Peabody & Co. He holds an MBA in Finance and a BS in Management from New York University, is a CFA charterholder, and teaches Portfolio Theory as an Adjunct Professor at Rutgers Graduate Business School.

LinkedIn ↗

Invests in

Fintech

Experience

  1. nth VentureBoard Membercurrent2023 — present
  2. ExcelFin Acquisition CorpBoard Membercurrent2021 — present
  3. IOU FinancialBoard Membercurrent2020 — present
  4. OnDeckBoard Membercurrent2011 — present
  5. SALTChairman of the Boardcurrent2020 — presentDenver, CO
  6. Rutgers Business SchoolAdjunct Professor of Portfolio Theorycurrent2019 — present
  7. FinitiveBoard Membercurrent2018 — present
  8. Cel-Fi by NextivityBoard Membercurrent2012 — present
  9. Patch of Landboard membercurrent2015 — present
  10. LendaBoard Member2016 — 2019
  11. TodayTixBoard Member2014 — 2019
  12. FastPayBoard Member2012 — 2019
  13. Cloud Lending SolutionsBoard Member2015 — 2018
  14. SF Capital GroupPresident2009 — 2018
  15. Wilmington TrustPresident/CIO2004 — 2008
  16. KPMGNational Partner in Charge1996 — 2004
  17. Bear StearnsAssociate Director1995 — 1996
  18. Kidder PeabodyChief Investment Officer/Managing Director1986 — 1995

Education

  1. NYU Stern School of BusinessBS
  2. NYU Stern School of BusinessMBA, Finance

Skills & more

Strategy4Leadership2ManagementInvestment Properties4Business PlanningInvestments8Investment Strategies2Asset Management2Portfolio Management1Hedge Funds1Alternative Investments1Equities
+12 moreFixed IncomeMutual FundsWealth ManagementCapital MarketsPrivate EquityAsset AllocationDue DiligenceInvestment AdvisoryMergers & AcquisitionsSecuritiesFinancial ServicesRisk Management
  • Chartered Financial Analyst (CFA) — CFA Institute

From Neil's professional profile.

Same school

Also attended NYU Stern School of Business367

Luna SchmidInvestor at GV (Google Ventures)Kaz TeradaVenture Advisor at Monta Vista CapitalNeil FongManaging Director Asia at Burda Principal InvestmentsAlex TosoliniAdvisor at CincyTechMax WechterSenior Director of AI at Lerer HippeauTom MonahanFormer Chairman & CEO, CEB at MissionOG

+ 361 more

Shared employers

Also worked at OnDeck4

Jerome HersheyPrincipal at FTV CapitalManolo SanchezVenture Advisor at Mercury FundNoah BreslowGeneral Partner at Bain Capital VenturesDaniel GorfineAdvisor at Flourish Ventures

Also worked at Cel-Fi by Nextivity1

Greg MauroFounder, Managing Partner at Learn Capital

Also worked at TodayTix4

Michael KatzGuild Member at Serac VenturesAmber PorterAssociate at American Family Insurance Institute for Corporate and Social ImpactLauren CorcoranInvestor at Blue CollectiveLarry MarcusManaging Director at Marcy Venture Partners

Also worked at KPMG231

Jeffrey PaineFounding Partner at Golden Gate VenturesJonas VetterleInvestor at Moonfire VenturesMarco FumagalliBoard Member at P101 VenturesJimmy ChartersChief Financial Officer at GreycroftRob LawrenceSenior Finance Associate at GreycroftJay JohnsonBoard Member at CincyTech

+ 225 more

Investments

Board seats

Cloud LendingFinitiveIOU Financial (IOU.V)NextivityOnDeck (ONDK)Patch of LandSALT BlockchainTodayTix

Per the firm's website.

Colleagues at RueOne Investments

Daniel Poremba
Transaction Advisor at RueOne Investments
David Nanidzhanyan
Partner and Chief Financial Officer at RueOne Investments
Hoyt Stastney
Chairman of the Board, Chair of the Legal, Compliance and Cybersecurity Committee at RueOne Investments
Jami Taylor
Healthcare Operating Partner at RueOne Investments
Jeff Baehr
Founder and Chief Executive Officer at RueOne Investments
Jim Purinton
Transaction Advisor at RueOne Investments
John Siciliano
Transaction Advisor at RueOne Investments
Larry Rosenblatt
Energy Operating Partner at RueOne Investments