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FUNDRAISING NEWS | October 18, 2024
Tags: Alternative Insights, Personnel, RIA
New York-based StepStone Private Wealth has added two new senior-level executives handling private wealth marketing and enterprise RIA relationships to its leadership team.
In an October 17 press release, StepStone said Berta Aldrich joins the firm as managing director and global head of private wealth marketing, while David Robbins joins as director of enterprise RIA relationship management. Both arrive having held senior roles through decadeslong careers in the financial services industry.
Aldrich previously served as president of her executive training and coaching consultancy, with prior marketing executive posts at Vanguard, Principal, FS Investments, and Private Advisor Group.
Robbins joins Stepstone from Neuberger Berman, where he served as national sales manager for RIAs. Prior to Neuberger, he held multiple positions related to relationship management and new client acquisitions at Lord, Abbett & Co. and John Hancock Investments.
StepStone Private Wealth is a unit of global private markets investment firm StepSone Group.
View the press release here.
Written By: Dakota
November 19, 2024
November 14, 2024
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