Monday, November 2, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Why Morgan Stanley is turning advisors loose to build their own AI agentsWM BOK Financial Sues Ex-Advisors Over Cerity MoveIN SEC charges advisor over retirees' leveraged ETF losses at United PlannersWM $1B Beacon Financial Moves to Osaic's W-2 Channel from Private Client ServicesIN eMoney platform preps AI assistant for CoPlanner toolWM Beyond NIL Part 1: A Planning Framework for Student-AthletesWM Five Qualities of a Good AdvisorIN RIA succession divide widens as next-gen training stalls, DeVoe findsFP Career-changers want in. Firms don't know where to find themWM Brighton Jones: Keeping It Personal For the Long Run

Emily Richard

Vice president of wealth management at Pallas Capital

At a glance

Emily Richard was named vice president of wealth management at Pallas Capital (our reporting, November 2, 2026). One story in our coverage names them so far.

Firm
Pallas Capital
Role
Vice president of wealth management
In our coverage
1 story

The record

  1. Named vice president of wealth management at Pallas Capital

    Accelerated Wealth Partners agrees to minority stake in Braintree's Pallas Capital Financial ADVSR

How this page is built

Every line on this page comes from a story that names Emily Richard: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated November 2, 2026. All people in our coverage →