Jim DeWolfe has a unique background that combines high level leadership positions in both the equity and debt capital markets. This is real world, hands-on experience that is rare in investment management. Since 2005, Mr. DeWolfe has been a Managing Member of Northside Capital Management, LLC. Mr. DeWolfe directs all facets of the firm’s operations, from forming investment strategy, to client service, to research.
For five years prior to joining Northside, Mr. DeWolfe was a Partner and Head of Capital Markets for Thomas Weisel Partners (TWP) in San Francisco. In this role, he was responsible for the origination, structuring, timing, execution, and distribution of corporate finance transactions primarily in the healthcare, consumer and technology sectors. In addition to his management responsibilities at TWP, Mr. DeWolfe was Co-Director of Private Equity Placements, and developed a commercial real estate strategy for TWP’s Private Equity Group.
From 1986 to 2000, Mr. DeWolfe held a series of senior positions at Morgan Stanley, beginning in New York as a Vice President on the Corporate Bond Trading Desk. Mr. DeWolfe then served as Principal and Head of Morgan Stanley’s Whole Loan and Adjustable Rate Mortgage Trading Desk. Mr. DeWolfe was the senior risk manager and trader for all non-agency fixed mortgage backed product, all adjustable rate mortgage product, home equity, asset backed product (including credit card debt and auto loan debt), and structured mortgage product. In 1993, Mr. DeWolfe moved to Morgan Stanley’s, San Francisco office, where he served as the primary coverage officer for many large and sophisticated financial institutions in the Western U.S
Mr. DeWolfe began his Wall Street career at Irving Trust in 1982. He was educated at Deerfield Academy, and earned a BA in Economics and Political Science from the University of Vermont.