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Distinct shells carrying a filed role for this person — not every shell they have ever touched.
Of those vehicles, the ones that closed a merger.
Announced but not closed, and still hunting.
No closed vehicle here has both a stored price and a filed trust value to score it against.
1 vehicle on file, newest listing first
Neil Wolfson has served as an independent director since the effective date of this prospectus. Mr. Wolfson is currently serving as an Active Board Member and Venture Investor for a number of FinTech and Financial Services companies, including IOU Financial, SALT Blockchain, Nextivity and Finitive. Prior to his current Board positions, Mr. Wolfson was the President and CIO of SF Capital Group from 2009 to 2018, where he oversaw all debt and equity investing, asset allocation, investment management, tax and estate planning. Mr. Wolfson served as a director and Chair of the Audit Committee of OnDeck Capital from 2014 to 2020. From 2004 to 2008, Mr. Wolfson served as the President and CIO of Wilmington Trust, an asset manager that oversees over $40 billion in assets, and as the President, CEO and Chairman of the Wilmington Funds, a $10 billion mutual fund family. Prior to working at Wilmington Trust, Mr. Wolfson served as National Partner in Charge at KPMG, where he worked from 1996 to 2004, and as an Associate Director at Bear Stearns, where he worked from 1995 to 1996. Mr.
This record is keyed to SEC CIK 0001627467 — the identifier this person files under in their own name. Every vehicle above is a filing made under that CIK, so “the same person on two shells” is a fact about an SEC identifier rather than about a name that happens to match.
Roles are the strings the filings used, in the order they were filed. Nothing on this page ranks them, infers seniority, or offers a reason why any two of these names recur — a recurrence is a count, and the filings that produced it are linked beside every row. We also hold 26 institutional-holder rows on these vehicles, under 15 distinct name strings, and none of them is counted across vehicles: that table has no CIK column, and matching holders by name would merge firms that are not the same firm.