Willow Wealth, a platform for retail private markets investing, has announced the appointment of Tom Williams as CIO. 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.
Williams began his career as an attorney focused on corporate and intellectual property law. He holds a degree in Economics from Trinity College, a Law from the University of Southern California, and the Chartered Financial Analyst designation. He has served as an Adjun
