Position
Chief Investment Officer
Company
Willow Wealth
New YorkFinancial ServicesReal EstateReal Estate InvestmentLendingDescription
Willow Wealth 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.
Quick answer
Willow Wealth Appoints Tom Williams as Chief Investment Officer (June 2, 2026). Willow Wealth is based in New York, New York, United States.
- Who is the new Chief Investment Officer at Willow Wealth?
- Willow Wealth named Tom Williams Chief Investment Officer, announced June 2, 2026.
- What did Willow Wealth announce on June 2, 2026?
- Willow Wealth 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.
- What does Willow Wealth do?
- Willow Wealth is a leading platform for private markets investing, enabling more than 500,000 members to access opportunities managed by established institutional partners.
- Where is Willow Wealth based?
- Willow Wealth is based in New York, New York, United States.
- Which similar companies made leadership changes around the same time?
- ACORE Capital (June 9, 2026), Cameron Stephens Mortgage Capital Ltd (June 10, 2026), Walker & Dunlop (July 6, 2026) and Trimont (July 17, 2026) also announced leadership changes within 45 days of Willow Wealth.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Real Estate
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- ACORE CAPITAL Appoints Cynthia Holahan as Chief Marketing Officer (June 9, 2026)
- Cameron Stephens Appoints Steve Cameron as President & Chief Executive Officer (June 10, 2026)
- Walker & Dunlop Appoints Frank Cassidy as Senior Managing Director (July 6, 2026)
- Trimont Appoints Malvika Jhangiani as Chief People Officer (July 17, 2026)
- Velocity Appoints Dean Thevaos as Chief Technology Officer (June 2, 2026)
- Just Mortgages Appoints Olivia Moss as Marketing and Communications Director (June 1, 2026)
Who to call at Willow Wealth, and when
A new leader at Willow Wealth brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Willow Wealth raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Willow Wealth, from your own LinkedIn network
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Willow Wealth changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
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