People Moves: $6.9B Private Markets Firm Willow Wealth Names President
Key takeaways
- Larry Greenberg has been named president of Willow Wealth, a New York-based private markets investing platform with more than 500,000 members.
- Greenberg had worked with Caplan previously, founding and later selling Telebanc Financial to E*TRADE and Jefferson National to Nationwide.
- Private market investments have gained popularity among investors in recent years, with providers working to make access easier through financial advisors and investment funds.
People Moves: $6.9B Private Markets Firm Willow Wealth Names President Alex Ortolani Tue, June 30, 2026 at 12:24 AM GMT+7 4 min read Larry Greenberg You can find original article here Wealth Management. Subscribe to our free daily Wealth Management newsletters.
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.
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.