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Richard Wolffe

Richard Wolffe

Senior Portfolio Manager at TSP Capital Management Group, LLC

Summit, NJ , United States

About

Richard Wolffe is a Senior Portfolio Manager at TSP Capital Management Group, LLC, based in Summit, NJ. He brings extensive experience in portfolio management and investment strategy, overseeing client portfolios and contributing to the firm’s investment decision-making processes. Wolffe is responsible for managing a diverse range of investment accounts, focusing on equities, fixed income, and alternative investments, with an emphasis on wealth preservation and long-term growth for high-net-worth individuals and institutional clients.

Wolffe’s expertise spans multiple sectors, including financial services, technology, healthcare, and consumer goods. He is known for his disciplined approach to asset allocation and risk management, leveraging both fundamental and quantitative analysis to identify investment opportunities. His sector coverage is broad, but he has a particular focus on companies with strong fundamentals and sustainable competitive advantages.

Prior to joining TSP Capital Management, Wolffe held senior management consulting roles at Deloitte & Touche, where he advised clients in the financial services and travel & leisure industries. He also served as a Senior Vice President for Business Operations and Administration at the New Jersey Sports & Exposition Authority. Wolffe holds an MBA from Virginia Polytechnic Institute and State University’s Pamplin College of Business and a BA in Economics, with Distinction, from Virginia Military Institute. He is a Chartered Financial Analyst (CFA) charterholder and has contributed to the investment industry through his leadership in portfolio management and his active involvement in professional and charitable organizations.

Career History

OrganizationRoleDate RangeDetails
TSP Capital Management Group, LLCSenior Portfolio ManagerOct 2004 to Present
TSP provides investment advisory services to individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations on a discretionary or non-discretionary basi...
HomeTowne TelevisionTrusteeJan 2004 to Jan 2012
HomeTowne Television provides community news; coverage of local events and municipal government meetings; information regarding fitness, health and finance topics; and programs about culture, art, edu...
Deloitte & ToucheSenior Manager, Management ConsultingJan 1983 to Jan 1998
Responsible for practice management and financial services consulting for both private and public sector clients in a wide range of industries including Travel & Leisure, Sports & Entertainment, Gamin...
US ArmyCaptainMay 1978 to Jun 1993
Commissioned 2nd Lieutenant, United States Army Reserve in May 1978; Completed Field Artillery Officers Basic Course and the Officer Cannon Course at Fort Sill, Oklahoma; Served 15 years in the Nation...
Overlook Hospital FoundationTrusteeJan 2003 to Jan 2009
Overlook Hospital Foundation is a nonprofit organization that supports Overlook Medical Center (Hospital) in Summit through fund-raising and community outreach efforts. Served on the Investment Commit...
Visual Arts Center of New JerseyTrusteeJan 2003 to Jan 2009
The Visual Arts Center of New Jersey is the state’s largest institution dedicated exclusively to viewing, making, and learning about contemporary art. Served as Vice Chairman of the Center during its ...
Fahnestock Asset Management, a division of Oppenheimer & Co.Portfolio ManagerJun 2002 to Oct 2004
Fahnestock Asset Management provides family office asset management to high-net worth families. Responsible for equity and fixed income research, portfolio management and client service relations.
Baltusrol Golf ClubGovernorOct 1996 to Oct 2003
Baltusrol Golf Club, with a rich heritage that dates back to 1895, is considered one of the country's premier private golf clubs. Served as Green Chairman and Communications and Club History Chairman....
New Jersey Sports & Exposition AuthoritySenior Vice President Business OperationsJan 1998 to Jan 2002
Authority of the State of New Jersey which owns and operates Sports, Entertainment and Convention facilities. Responsible for the all Authorities Administrative functions including Development, Purcha...
The Princeton Group, Inc.ConsultantJan 1982 to Jan 1983
Served on several operations improvement projects for Xerox, National State Bank, GTE, First Boston and Western Union.
Summit and Elizabeth Trust Co.Commercial Credit AnalystJan 1980 to Jan 1980
Provided credit and loan performance analysis in support of this bank's commercial lending operations.
TRW, Inc.Line SupervisorJan 1979 to Jan 1980
Responsible for supervising 10 to 25 UAW member employees in the material Handling department in the Van Dyke Plant of the Michigan Division of TRW.

Education

Virginia Polytechnic Institute and State University - Pamplin College of Business

MBA

1980 1982

Virginia Military Institute

BA in Economics, with Distinction, Economics

1974 1978

Skills & Expertise

Financial Advisory
Alternative Investments
Strategy
Wealth Management
Fundraising
Investments
Insurance
Bonds
Non Profits
Visual Arts
Investment Advisory
Bloomberg
Finance
Asset Management
Program Management
Risk Management
Credit
Bloomberg Terminal
Management Consulting
Leadership
Portfolio Management
Hedge Funds
Equity Research
Financial Modeling
Investment Strategies
Nonprofits
Public Speaking
Capital Markets
Equities
Analysis
Loans
Fixed Income Analysis
Asset Managment
Investment Management
Asset Allocation
Mergers
Private Equity
Fixed Income
Series 7
Marketing
Management
Securities
Venture Capital
Financial Services
Valuation

Others at TSP Capital Management Group, LLC (1)

NameRoleLocation
E
Eda Tato
Investment Research AnalystChatham, NJ , United States