StepStone Private Wealth Adds Marketing, RIA Relationship Executives

Core Insights - StepStone Private Wealth has appointed two senior executives, Berta Aldrich and David Robbins, to enhance its marketing and RIA relationship management as part of its growth strategy [1][2]. Group 1: Executive Appointments - Berta Aldrich has been named Managing Director and Global Head of Private Wealth Marketing, bringing over 30 years of experience in financial services and a strong track record in marketing strategy [2][3]. - David Robbins has been appointed Director of Enterprise RIA Relationship Management, previously serving as Senior Vice President and National Sales Manager at Neuberger Berman, where he facilitated significant asset flows [3]. Group 2: Company Growth and Strategy - StepStone Private Wealth is managing over $5 billion for individual investors and small institutions, indicating substantial growth and market presence [2]. - The company aims to expand its global brand recognition and service offerings through the expertise of the newly appointed executives [2][4]. Group 3: Company Overview - As of June 30, 2024, StepStone Group Inc. manages approximately $701 billion in total capital, with $170 billion in assets under management, serving a diverse client base including pension funds, sovereign wealth funds, and high-net-worth individuals [4].