Willow Wealth Appoints Tom Williams as Chief Investment Officer

Industry veteran brings more than two decades of investment leadership spanning Morgan Stanley, Man Group, and Pine Grove Asset Management

NEW YORK--(BUSINESS WIRE)--Willow Wealth, a leading platform for retail private markets investing, today announced the appointment of Tom Williams as Chief Investment Officer. Williams will oversee the platform’s investment strategy and product development, reporting to CEO Mitchell Caplan.

Williams joins Willow Wealth from Morgan Stanley's Outsourced Chief Investment Office. He has spent his career managing assets for institutional and high-net-worth clients, including CIO and senior investment leadership roles at Man Group and Pine Grove Asset Management, where he served as CIO and President of a multi-strategy fund of funds. Williams and his co-owner led a management buyout of Pine Grove and later completed a strategic sale of the business to Man Group.

"Tom brings portfolio construction, manager selection, and risk discipline honed over two decades of institutional investing," said Mitchell Caplan, CEO of Willow Wealth. "His track record of managing institutional-quality portfolios for sophisticated investors, combined with his experience as both an investor and a business builder, made him the clear choice to lead our investment strategy."

Williams’ appointment comes amid a period of growth for Willow Wealth. The platform, which raised more than $77 million in its most recent funding round, recently expanded its roster of institutional investment partners to include Carlyle Group, Goldman Sachs, and StepStone Group.

"I've spent my career overseeing diversified portfolios across asset classes and market cycles," said Williams. "When I looked at Willow Wealth, I saw a platform with established partner relationships and infrastructure that we believe are well positioned to support a broader range of investors. My focus will be on continuing to develop the platform's investment capabilities and enhancing our approach to portfolio construction, manager evaluation, and risk management."

Williams began his career as an attorney focused on corporate and intellectual property law. He holds a degree in Economics from Trinity College, a JD from the University of Southern California, and the Chartered Financial Analyst designation. He has served as an Adjunct Faculty member at Seton Hall University and Columbia University.

About Willow Wealth
Willow Wealth is a leading platform for private markets investing, enabling more than 500,000 members to access opportunities managed by established institutional partners. The platform offers access to real estate, private credit, private equity, and more through evergreen funds, curated individual opportunities, and a managed portfolio solution. For more information, visit willowwealth.com.