StepStone Private Wealth Hires Berta Aldrich as Managing Director and Global Head of Marketing, and David Robbins as Director of Enterprise RIA Relationship Management
Position
Director
Company
StepStone Group
New YorkProfessional ServicesFinancial ServicesReal EstateFinanceDescription
StepStone Private Wealth has appointed Berta Aldrich as its managing director and global head of marketing, and David Robbins as the director of enterprise RIA relationship management. Both Aldrich and Robbins joined StepStone Private Wealth earlier this month.
Quick answer
StepStone Private Wealth Hires Berta Aldrich as Managing Director and Global Head of Marketing, and David Robbins as Director of Enterprise RIA Relationship Management (October 17, 2024). StepStone Group is based in New York, New York, United States.
- Who is the new Director at StepStone Group?
- StepStone Group named David Robbins Director, announced October 17, 2024.
- What did StepStone Group announce on October 17, 2024?
- StepStone Private Wealth has appointed Berta Aldrich as its managing director and global head of marketing, and David Robbins as the director of enterprise RIA relationship management. Both Aldrich and Robbins joined StepStone Private Wealth earlier this month.
- What does StepStone Group do?
- StepStone Private Wealth believes individual investors should have more transparent, convenient and efficient access to private markets.
- Where is StepStone Group based?
- StepStone Group is based in New York, New York, United States.
- Which similar companies made leadership changes around the same time?
- CIM Group (October 30, 2024), Redwood Trust (October 30, 2024), CoreVest American Finance Lender (October 31, 2024) and Cohen & Steers (November 8, 2024) also announced leadership changes within 45 days of StepStone Group.
Source: Fundz verified event record.
Other recent leadership changes in Professional Services and Financial Services
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- CIM Group Appoints Bernard “Bernie” Ryan as Managing Director and Head of Insurance to Lead Specialized Insurance Team (October 30, 2024)
- Redwood Trust Appoints Abhinav Asthana as Chief Technology Officer and Jason Kopcak as Head of Alternative Strategies (October 30, 2024)
- CoreVest Appoints Fred Matera as Chief Executive Officer (October 31, 2024)
- Cohen & Steers Appoints Karen Wilson Thissen as Director (November 8, 2024)
- Walker & Dunlop Expands Capital Markets Midwest Presence with the Addition of Jonathan Zilber as Senior Managing Director (September 23, 2024)
- Blackstone Liquid Credit Strategies LLC appoints Daniel Leiter as President and CEO and Kevin Michel as Chief Legal Officer and Secretary (November 15, 2024)
Who to call at StepStone Group, and when
A new leader at StepStone Group brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day StepStone Group raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at StepStone Group, from your own LinkedIn network
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