Pallas Capital Advisors has announced that Emily Richard, vice president, wealth management, has joined the growing team of experienced independent wealth advisers and client relationship managers at the firm.
Richard joins a platform managing more than $5 billion in client assets and personifies the emerging generation of financial advisers, infusing the industry with fresh perspectives, technical rigor, and deep credit and fixed income expertise. With a decade of experience in investment strategy and portfolio management, Richard is well-positioned to serve as a role model and contribute significantly to the firm’s next-generation initiatives.
Richard holds the CFA charter and has built her career at J.P. Morgan Private Bank; Liberty Mutual Investments; and Loomis, Sayles & Co., where she developed a rigorous, research-driven approach to serving ultra-high-net-worth clients.
