Tag : Willow Wealth

Larry Greenberg joins Willow Wealth as President
Fintech Investments News

Larry Greenberg joins Willow Wealth as President

Business Wire
Greenberg brings 30 years of experience turning complex financial products into decisions investors can make for themselves. Willow Wealth announced that Larry Greenberg has been named President, reporting to Chief Executive Officer Mitchell Caplan. Greenberg will lead the company’s customer experience as the platform reaches more than 500,000 members and......
Willow Wealth Appoints Tom Williams as Chief Investment Officer
Finance Investment Services News

Willow Wealth Appoints Tom Williams as Chief Investment Officer

Business Wire
Industry veteran brings more than two decades of investment leadership spanning Morgan Stanley, Man Group, and Pine Grove Asset Management Willow Wealth, a leading platform for retail private markets investing, announced the appointment of Tom Williams as Chief Investment Officer. Williams will oversee the platform’s investment strategy and product development,......
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