Personnel Move · Wealthtech · 2026

Pallas Capital hires VP of Wealth Management Emily Richard, CFA.

Pallas Capital Advisors appointed a senior role on September 10, 2026.

Primary
Pallas Capital Advisors
Date
September 10, 2026
Sub-sector
Wealthtech

A single hire at a regional wealth management firm signals incremental team building but lacks strategic significance for sub-$250M fintech founders unless Pallas is a known acquirer in the wealthtech space.

Primary company
Pallas Capital Advisors
Counterparty
Not disclosed
Amount
Not disclosed
Event date
September 10, 2026
Sub-sector
Wealthtech
HQ
Not disclosed
Structure
Not disclosed
Source published
Not disclosed
Publisher
PR Newswire

Source: prnewswire.com