Willow Wealth Appoints Tom Williams As Chief Investment Officer

▤ Summary

Willow Wealth appointed Tom Williams as Chief Investment Officer. In this role, he will lead investment strategy and product development and report to CEO Mitchell Caplan. Williams joins from Morgan Stanley’s Outsourced Chief Investment Office and brings experience from Man Group and Pine Grove Asset Management. The company says the hire supports its expansion after raising more than $77 million and adding major institutional partners. The move strengthens Willow Wealth’s leadership as it builds out its private markets investing platform.

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