{"id":516975,"date":"2026-06-29T18:21:11","date_gmt":"2026-06-29T18:21:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/516975\/"},"modified":"2026-06-29T18:21:11","modified_gmt":"2026-06-29T18:21:11","slug":"people-moves-private-markets-firm-willow-wealth-names-president","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/516975\/","title":{"rendered":"People Moves: Private Markets Firm Willow Wealth Names President"},"content":{"rendered":"

Larry Greenberg has been named president of Willow Wealth, a New York-based private markets investing platform with more than 500,000 members. He will report to Chief Executive Officer Mitchell Caplan.<\/p>\n

Greenberg had worked with Caplan previously, founding and later selling Telebanc Financial to E*TRADE and Jefferson National to Nationwide. Telebanc was a national digital bank that started with about $200 million in deposits that Greenberg helped grow to more than $8 billion. Earlier, as president of Jefferson National, he launched a no-commission, flat-fee variable annuity.<\/p>\n

Private market investments have gained popularity among investors in recent years, with providers working to make access easier through financial advisors<\/a> and investment funds.<\/p>\n

New York-based Willow Wealth has about $6.9 billion in client assets invested on its platform. It recently raised more than $77 million in a funding round and expanded its product suite to include funds from institutional managers such as Goldman Sachs, StepStone and Carlyle.<\/p>\n

Related:Hightower President Steps Down Less Than Three Months into Tenure<\/a><\/p>\n

\u201cAcross my career, I\u2019ve seen that investors want to play a significant role in controlling their own financial lives,\u201d Greenberg said in a statement. \u201cFor a long time, private markets didn\u2019t offer that choice, but at Willow Wealth, our job is to change that by giving investors a clear picture of each opportunity, the information to judge it for themselves, and the tools to act.\u201d<\/p>\n

Caprock Names Jennifer Ayer Managing Director of Purpose-Driven Wealth<\/p>\n

Caprock, a Boise, Idaho-based multi-family office registered investment advisor with more than\u00a0$16 billion in client assets<\/a>, has named Jennifer Ayer to a newly created role of managing director of purpose-driven wealth.<\/p>\n

Ayer most recently co-led the impact investing strategy at AlTi Tiedemann Global, working with ultra-high-net-worth clients on portfolio construction, investment integration and family financial planning.\u00a0<\/p>\n

\u201cAt a time when more families are looking for thoughtful guidance on how their wealth can reflect their values and priorities, Jennifer brings the experience, judgment and perspective this role requires,\u201d Greg Brown, Caprock co-CEO, said in a statement.<\/p>\n

Caprock became a founding B Corporation in 2007, which designates a for-profit business as meeting the bar for social and environmental performance, accountability and transparency investing. The firm has since deployed more than $2 billion across 120 intentional impact funds.<\/p>\n

Caprock works with 436 families with teams in Boise; Seattle, San Jose and Newport Beach, Calif.; Park City, Utah; New York City; Austin, Texas; Chicago, Scottsdale, Ariz.; Denver and Winter Park, Fla.<\/p>\n

Related:AlTi Global CFO Michael Harrington to Retire<\/a><\/p>\n

Balefire Hires Former Principal, Securian Exec as Corporate Solutions Advisor<\/p>\n

Balefire Wealth, a Dallas-based RIA launched in May 2025\u00a0through the merger of two firms<\/a>, has hired David Serposs as a\u00a0senior corporate solutions advisor.<\/p>\n

Serposs has a history of providing advice to employers, retirement plan sponsors and nonprofit organizations, including with leadership roles at Principal Financial Group and Securian Financial. Balefire has $1.67 billion in retirement assets under advisement and $1.65 billion in private wealth assets under management, according to the firm.<\/p>\n

In his new role at Balefire, Serposs will work with business owners, employers and institutions to support retirement plan strategy, fiduciary oversight and workplace financial wellness initiatives as part of the firm\u2019s corporate solutions team.<\/p>\n

\u201cOrganizations today are looking for trusted advisors who can help them navigate increasingly complex decisions while keeping the needs of both the business and its employees at the center,\u201d Serposs said. \u201cBalefire\u2019s collaborative culture, growth trajectory, and commitment to serving clients through an integrated approach made this an exciting opportunity.\u201d<\/p>\n

Related:LPL Firm Specializing In Bank-Based Advisor Recruitment Attracts $725M JPMorgan Advisor<\/a><\/p>\n

Calamos Wealth Management Expands Wealth Team<\/p>\n

Calamos Wealth Management, the financial advice division of Naperville, Ill.-based Calamos Investments<\/a>, has expanded its team with two senior hires.<\/p>\n

Michael Cooney will be a senior vice president and senior wealth advisor, and Matthew Quinlan will be a Wealth Advisor, according to the RIA and asset manager.\u00a0<\/p>\n

Cooney joins from NorthRock Partners and previously was an advisor at Bank of America Private Bank, Wells Fargo Private Bank, and JPMorgan Private Bank. He will work with high-net-worth individuals, families, and foundations.<\/p>\n

Matthew, who had been with Charles Schwab, will provide financial planning and personalized wealth management strategies to clients.\u00a0<\/p>\n

Calamos has about $4.5 billion in client assets under management, according to its most recent Form ADV. Its investment division oversees about $52 billion globally, according to its website.<\/p>\n","protected":false},"excerpt":{"rendered":"Larry Greenberg has been named president of Willow Wealth, a New York-based private markets investing platform with more…\n","protected":false},"author":2,"featured_media":516976,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[114,268,85,46,266,267],"class_list":["post-516975","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-il","tag-israel","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/516975","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=516975"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/516975\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/516976"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=516975"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=516975"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=516975"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}