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About
Jim DeWolfe is Managing Partner and Chief Investment Officer at Northside Capital Management, LLC, headquartered in Hood River, Oregon. He oversees all aspects of firm operations, including investment research, manager diligence, portfolio construction, risk management, and client service for institutions, family offices, foundations, trusts, estates, and ultra-high-net-worth individuals. Northside specializes in building sophisticated, customized portfolios utilizing a blend of traditional and alternative investments, with particular emphasis on value-added strategies and non-consensus opportunities across global asset classes, including equities, credit markets, and private equity.
Mr. DeWolfe brings more than three decades of institutional capital markets experience, having previously served as Partner and Head of Capital Markets at Thomas Weisel Partners, focusing on origination and distribution of corporate finance transactions in healthcare, consumer, and technology sectors, and as a senior desk head at Morgan Stanley specializing in fixed income, structured products, and asset-backed securities.
Jim DeWolfe holds a Bachelor's degree in Economics and Political Science from the University of Vermont and attended Deerfield Academy. His career reflects a strong expertise in portfolio design for risk-aware, long-term capital preservation and growth, and he is recognized for bringing institutional investment rigor and innovation to the private wealth sector, with Northside managing over $5 billion in client assets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Northside Capital Management, LLC | Managing Partner | May 2005 to Present | Jim joined Northside in 2005. Prior to joining Northside, Jim was Partner and Head of Capital Markets at Thomas Weisel Partners, the San Francisco based, growth-focused Investment Bank. Jim was also C... |
Education
Deerfield Academy
1972 — 1975
University of Vermont
Bachelor's degree, Economics and Political Science
Skills & Expertise
Others at Northside Capital Management, LLC (9)
| Name | Role | Location |
|---|---|---|
A Alana Mag | Principal, Investment Research and Operational Due Diligence | San Francisco, CA , United States |
| Senior Vice President, Investment Research | Ketchum, ID , United States | |
S Scott Wisenbaker | Principal | Jackson, WY , United States |
S Stephani Hendricks | Principal, Client Relationship Manager | Hood River, OR , United States |
T Tim Itin | Principal | Basalt, CO , United States |
| Investment Analyst | Ketchum, ID , United States | |
| Investment Analyst | Ketchum, ID , United States | |
M Mo Cheston | Partner | San Francisco, CA , United States |
| Principal, Chief Technology Officer, Finance | Hood River, OR , United States |
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