Willow Wealth Names Larry Greenberg President at $6.9 Billion Firm as Private-Markets Access Expands
Updated
Updated · Wealth Management · Jun 29
Willow Wealth Names Larry Greenberg President at $6.9 Billion Firm as Private-Markets Access Expands
1 articles · Updated · Wealth Management · Jun 29
Summary
Larry Greenberg was appointed president of Willow Wealth, the New York private-markets platform with $6.9 billion in client assets and more than 500,000 members; he will report to CEO Mitchell Caplan.
Willow tapped Greenberg as it scales after raising more than $77 million and broadening its lineup with funds from Goldman Sachs, StepStone and Carlyle.
Greenberg previously worked with Caplan at Telebanc Financial and Jefferson National, helping grow Telebanc from about $200 million in deposits to more than $8 billion before its sale to E*TRADE.
The hire comes as private-market investing gains traction with individual investors and advisors, pushing platforms like Willow to add leadership, products and easier access.