Larry Greenberg joins Willow Wealth as President
Willow Wealth today 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 deepens its roster of institutional partners. He reunites with Caplan, the partner with whom he built and sold two financial companies, Telebanc Financial (to E*TRADE) and Jefferson National (to Nationwide).
Willow Wealth Appoints Tom Williams as Chief Investment Officer
Willow Wealth, a leading platform for retail private markets investing, today announced the appointment of Tom Williams as Chief Investment Officer. Williams will oversee the platform’s investment strategy and product development, reporting to CEO Mitchell Caplan.
Willow Wealth Expands Private Markets Platform With Launch of Evergreen Funds From Carlyle, Goldman Sachs Asset Management, and StepStone
Willow Wealth today announced the launch of direct access to private markets evergreen funds from Carlyle (
NASDAQ: CG), Goldman Sachs Asset Management (
NYSE: GS), and StepStone (
NASDAQ: STEP) on its platform. The three evergreen funds seek to give investors immediate exposure to fully deployed portfolios across private credit, private equity, and real estate in a structure designed to provide periodic liquidity2.
