Claire O’Connell Promoted
December 21, 2022 — Willow Street is pleased to announce that Claire O’Connell has been promoted to Manager, Client Strategy. Claire helps lead marketing, communications, and strategic growth initiatives for Willow Street and has made a significant impact in delivering the firm’s marketing strategy. She has demonstrated expertise in her vertical and taken the initiative […]
Pathstone Combines with Willow Street
We are excited to share that Willow Street has entered into an agreement to combine with Pathstone, an independently operated, partner-owned multi-family office serving families, family offices, and foundations and endowments. Please see our joint press release here. In conversations leading up to the agreement, it quickly became evident that our firms’ values and cultures […]