Pallas Capital Welcomes Emily Richard, CFA -- A Rising Force in Next-Gen Wealth Management

BRAINTREE, Mass., Sept. 10, 2026 /PRNewswire/ -- Pallas Capital Advisors, LLC ("Pallas Capital"), is pleased to announce that Emily Richard, CFA, Vice President, Wealth Management, has joined the growing team of experienced independent wealth advisors and client relationship managers at the firm.

Emily joins a platform managing over $5 billion in client assets and personifies the emerging generation of financial advisors, infusing the industry with fresh perspectives, technical rigor, and deep credit and fixed income expertise. With a decade of experience in investment strategy and portfolio management, Emily is well-positioned to serve as a role model and contribute significantly to the firm's next-generation initiatives.

Pallas Capital is prepared to empower Emily with valuable resources and growth opportunities, propelling her career further in the industry. Emily has already positioned herself as a forward-thinking next-generation advisor, holding the CFA charter and building her career at J.P. Morgan Private Bank, Liberty Mutual Investments, and Loomis, Sayles & Co., where she developed a rigorous, research-driven approach to serving ultra-high-net-worth clients.

"As the industry continues to evolve, aligning with Pallas Capital was the clear and compelling choice. The more I learned about the firm's values, comprehensive wealth planning capabilities, differentiated investment opportunities, and collaborative culture, the more I saw the value it could bring to both my clients and my practice. What particularly stood out to me was the flexibility and independence of the platform, the ability to build strategies tailored around each client's goals and circumstances, while having the resources and expertise of a sophisticated wealth management firm behind me. I'm excited to have the freedom to think more creatively, move more nimbly, and deliver an experience that is truly centered around the client." – Emily Richard, CFA, Vice President, Wealth Management

"Over the past year, it has become evident that advisors are actively seeking resources to adeptly navigate the dynamic landscape of the industry and better serve their clients' goals and objectives. We are steadfast in our pursuit of advisors who not only resonate with our practice philosophy but harbor a strong aspiration to expand their practice within the Ultra-High-Net-Worth domain. As fellow advisors, we know well what can truly elevate the client experience and ultimately benefit advisors as well," Pallas Capital's CEO and Founding Partner, Richard Mullen, stated.

Emily's skills synergizing with the Pallas team's capabilities within financial planning for ultra-high-net-worth clients will serve to enhance her approach even further. Emily's deep understanding of the modern financial landscape and trends, combined with her passion for empowering clients to achieve their goals, sets her apart, and we are overjoyed to have her on our team.

Per Greg Boyle, CGO and founding partner, "From the beginning, we built Pallas with the next generation of advisors in mind. We created an environment where talented advisors can build their careers, grow their practices, and have access to the resources, robust investment capabilities, and a collaborative culture needed to serve clients at the highest level. Today, we are seeing that vision take shape with advisors like Emily, who represent the next generation of leadership at Pallas.

We eagerly anticipate witnessing Emily's future achievements on behalf of her clients as she leverages Pallas Capital's innovative team, platform, investment models, and extensive access to alternative and traditional offerings to help preserve and grow clients' wealth.

Important Disclosures

Advisory services offered through Pallas Capital Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure.

SOURCE Pallas Capital Advisors