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StepStone Private Wealth brings on two senior-level executives
Other - OCTOBER 18, 2024

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StepStone Private Wealth brings on two senior-level executives

by Released

StepStone Private Wealth (SPW) has hired two senior-level executives in marketing and RIA relationship management to support its continued growth.

Berta Aldrich has been named managing director and global head of private wealth marketing, and David Robbins has been named director of enterprise RIA relationship management. Both joined SPW earlier this month.

“We are excited to welcome these two accomplished executives with exceptional track records of success in growing asset management franchises the right way,” said Bob Long, partner and CEO of StepStone Private Wealth. “With our platform now managing over $5 billion for individual investors and small institutions, Berta and David will play critical roles in our continued expansion and global brand recognition.”

In her newly created position, Aldrich will be responsible for marketing and brand strategy of the SPW platform globally. Aldrich brings to SPW more than three decades of experience with financi

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