StepStone Private Wealth (SPW) announced the appointment of two senior-level executives to bolster its marketing and RIA relationship management efforts. Berta Aldrich has been named Managing Director and Global Head of Private Wealth Marketing, while David Robbins joins as Director of Enterprise RIA Relationship Management.
These strategic hires are intended to support SPW's continued expansion, particularly as its platform now manages over $5 billion for individual investors and small institutions. Ms. Aldrich will be responsible for global marketing and brand strategy, leveraging her three decades of financial services experience.
Mr. Robbins will lead the education, onboarding, and servicing of large RIA firms in the U.S., drawing on his prior experience in distributing private equity, private credit, and other products. These appointments are expected to enhance SPW's ability to reach new advisors and clients, driving further asset flows and market penetration.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.