Larry Greenberg joins Willow Wealth as President

▤ Summary

Willow Wealth has named Larry Greenberg as President, reporting to CEO Mitchell Caplan. Greenberg will oversee customer experience as the platform grows beyond 500,000 members and expands its institutional partnerships. The move brings in an executive with deep experience building and scaling digital financial products, including Telebanc Financial and Jefferson National. Willow Wealth also says the appointment supports its push to make private market investing clearer and more accessible for individual investors. The company is growing after a funding round of more than $77 million and a broader product expansion.

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