Willow Wealth, a provider of individual investors with access to private market investment opportunities, has appointed Larry Greenberg as president, where he will oversee the customer experience as the private markets investment platform expands its investor base and institutional partnerships.
Greenberg will report to chief executive officer Mitchell Caplan and lead the company’s customer experience strategy across investor discovery, education and investment. Greenberg reunites with Caplan after previously partnering with him to build and sell Telebanc Financial, which was acquired by E*TRADE, and Jefferson National, which was acquired by Nationwide.
Greenberg brings experience scaling financial services businesses and developing investor-focused products.