A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Wednesday, October 7, 2026The Morning Brief →Sign in
← Back to results
Advisor move

Emily Richard

Joins Pallas Capital Advisors, LLC

Reported

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
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.