Advisor move
Emily Richard
Joins Pallas Capital Advisors, LLC
What changed
Joined Pallas Capital Advisors as vice president, wealth management; previously built her career at J.P. Morgan Private Bank, Liberty Mutual Investments, and Loomis, Sayles & Co.
- Reported / discovered
- Sep 11, 2026
- Effective
- Not reported
- New role
- vice president, wealth management
- Previous role
- Not reported
- Market
- Not reported
- Reported book
- Not disclosed
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
IREI ↗Sep 11, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled