Teams at Willow Wealth

Leads portfolio management and valuation across private market investments, including quarterly valuations, risk ratings, portfolio construction, sub-advisor oversight, and investment review processes. Manages a distributed team and communicates portfolio performance, valuation marks, and risks to investment committees, executives, and the board. Oversees risk escalation, workouts, reporting standards, and automation initiatives while partnering with Investments, Finance, Legal, Product, Marketing, and Operations.

Leads backend engineering for a private markets investment platform. Designs and develops scalable Java and Spring-based reactive microservices, APIs, messaging systems, and database solutions. Owns architecture, production services, monitoring, performance optimization, incident follow-up, and technical initiatives. Mentors engineers, reviews code, documents solutions, and collaborates with product, design, and engineering stakeholders to deliver reliable, maintainable software.

Leads the Investor Services team supporting investors across onboarding, account servicing, portfolio support, and broker-dealer operations. Oversees service delivery, escalations, compliance coordination, CRM and servicing platforms, reporting, vendor relationships, and investor data integrity. Develops team members, represents the investor perspective in cross-functional initiatives, and builds measurement frameworks connecting servicing activity to marketing, retention, engagement, and revenue outcomes.