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T.J. Wilcop

Investor

Vice President at Kingswood

Miami, Florida, United States

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About

T.J. Wilcop is a Vice President at Kingswood Capital Management, where he works on business strategy and operations across the firm's portfolio companies alongside the investment team and portfolio leadership. He previously served as CFO of Acclarity Group, an accounting services platform, and earlier worked at Pine Tree Equity on due diligence and portfolio governance, having begun his career at Deloitte in audit and financial due diligence. He holds the CFA designation, is a former CPA, and earned a Bachelor's in Finance and a Master's in Accounting from the University of Colorado Boulder.

Experience

  1. Kingswood Capital ManagementAssociatecurrent2025 — presentLos Angeles, California, United States
  2. Wells FargoInvestment Banking Analyst2023 — 2025Charlotte, North Carolina, United States
  3. Stanford UniversityTeam Captain2018 — 2023Stanford, California, United States
  4. BlackRockSummer Analyst2021San Francisco, California, United States
  5. Owl Rock CapitalSummer Analyst2020New York, New York, United States
  6. Eagle Peak Capital PartnersSummer Analyst2020Dana Point, California, United States

Skills & more

EducationHigher EducationEconomics2Creative Writing1StatisticsMultivariable Calculus1FinanceAthleticsMicrosoft Office1Python (Programming Language)Stata1Databases
+1 moreMicrosoft PowerPoint

From T.J.'s professional profile.

Colleagues at Kingswood

Aaron Miki
Head of Tax at Kingswood
Aiden Gilbert
Associate at Kingswood
Alex Wolf
Founder and Managing Partner at Kingswood
Allister Aaron
Principal, Portfolio Operations at Kingswood
Andrea Wordlaw
Accountant at Kingswood
Andrew Kovach
Partner at Kingswood
Ben Palmer
Senior Associate at Kingswood
Bob Cirillo
Principal at Kingswood

Frequently asked questions

Who is T.J. Wilcop?
T.J. Wilcop is a Vice President at Kingswood Capital Management, where he works on business strategy and operations across the firm's portfolio companies alongside the investment team and portfolio leadership. He previously served as CFO of Acclarity Group, an accounting services platform, and earlier worked at Pine Tree Equity on due diligence and portfolio governance, having begun his career at Deloitte in audit and financial due diligence. He holds the CFA designation, is a former CPA, and earned a Bachelor's in Finance and a Master's in Accounting from the University of Colorado Boulder.
Where does T.J. Wilcop work?
T.J. Wilcop is Vice President at Kingswood.
Where did T.J. Wilcop go to school?
T.J. Wilcop studied at Stanford University (Bachelor of Arts - BA, Economics).

Same school

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