Savvy Advisors Grows Team to 20 with the Addition of Four New Wealth Managers
2024年5月23日 - 10:08PM
ビジネスワイヤ(英語)
Combining technology with seasoned wealth
managers, Savvy can deliver a modern, elevated client
experience
Savvy Advisors Inc. (herein “Savvy” or “Savvy Advisors” or “the
firm”), a registered investment advisor affiliated with Savvy
Wealth Inc. (“Savvy Wealth”), today announced that four new
wealth managers have joined the firm. These advisors now have
access to Savvy Wealth’s purpose-built, fully integrated technology
platform. Powered by proprietary technology, Savvy’s wealth
managers are empowered to increase efficiency, scale revenue faster
and spend more time focused on serving their clients.
Savvy has built a network of experienced financial professionals
who offer a wide range of financial planning services including
retirement planning, estate planning, tax strategy, alternative
investments, direct indexing, net worth tracking, the ability to
manage and track held away accounts, and more. All services are
personalized and aided by Savvy Wealth’s modern, all-in-one
technology that’s designed to provide an efficient client
experience.
“By seamlessly integrating with top-tier industry tools and
employing data-driven financial planning and marketing automation,
Savvy serves as a welcome home for advisors looking to optimize and
scale their practice,” said GinaRose Galli, growth leader
at Savvy Wealth. “As we continue to expand our business,
partnering with the right advisors remains a top priority. We are
pleased to welcome these four new wealth managers and are grateful
for the fresh perspectives they add to our team.”
Savvy’s latest wealth manager recruits are:
- Chase Austin: Based in the Greater Charlotte
area, Austin brings a decade of wealth management experience to the
firm. Previously, he has served as a financial advisor at both
Robbins Financial and Merrill Lynch, developing a strong focus in
tax planning over the course of his career. Prior to pursuing a
career in financial services, Austin was a minor league baseball
player in the Miami Marlins organization. Drawing from his
firsthand experience as a professional athlete, he has honed his
expertise in financial planning tailored specifically for the
complex financial lives of athletes.
- Josh Branham, APMA: A financial advisor with
seven years of industry experience, Branham provides family
office-style services to his client base of high-net-worth
individuals and families, small business owners and Fortune 500
executives. Based in Lexington, Kentucky, he has worked as an
advisor at various firms including Merrill Lynch Wealth Management,
Kuttin Wealth Management, and Paragon Private Wealth Management.
Branham excels at developing estate strategies in conjunction with
legal experts to help provide seamless asset transfer, establish
legacies, and safeguard wealth.
- Louis Green, CPWA®, CFA®, CFP®: Operating out of
New York City, Green takes a goals-based approach to providing
financial advice to the retirees, business owners and executives
that he serves. Prior to Savvy, Green spent over 25 years advising
clients at leading firms including UBS, PNC, and Deutsche Asset
& Wealth Management. He is now implementing Savvy Wealth’s
technology solutions to power Prestiq Wealth Partners, his dba
brand within Savvy. Green has deep experience with sophisticated
investment strategies and asset classes including hedge funds,
private equity, and private credit. He also offers his clients
guidance on charitable trust planning, estate tax planning, and
pre-sale business planning.
- Scott Eichler: Based in Orange County,
California, Eichler comes to Savvy with nearly 18 years of industry
experience. He was the founder of Standing Oak Advisors, where he
was focused on helping business owners minimize costs and taxes.
Eichler has also worked as an advisor at Farther and Newport Wealth
Advisors. He primarily manages wealth for contingency fee-based
attorneys, professionals in that space, and their clients that
receive net settlements in excess of $100,000. To cater to this
niche, Eichler has developed expertise in financial planning,
income-based investing, tax mitigation solutions, structured
settlements, and retirement planning.
“We believe the future of wealth management will favor those
adept at merging industry-leading technology with human insight to
meet the ever-changing needs of investors. Savvy has been able to
grow at a rapid pace because we have recognized this to be true and
have recruited the right advisors to join our mission,” added
Ritik Malhotra, co-founder and CEO of Savvy Wealth.
“We trust that Chase, Josh, Louis and Scott find that our
technology offering enables them to provide their clients with a
more seamless and efficient experience, allowing us to reach more
investors nationwide.”
Over the last three years, Savvy has been actively recruiting
wealth managers to its ranks, and has scaled to over $400 million
in assets under management (AUM) nationally. In addition to these
new hires, David Gottlieb, Aaron
Wiegman, Arynton Hardy, and Dustin Parsons
have joined the firm in recent months. Those who are interested in
joining Savvy can view the firm’s open roles.
About Savvy
Savvy Wealth is a digital-first, multi-custodial
technology platform for financial advisors centered around
modernizing human-generated financial advice. Wealth managers who
partner with Savvy Advisors leverage its intentionally built,
integrated technology platform to help supercharge organic growth
with enhanced software, and sales and marketing automation. Savvy
Wealth’s proprietary technology empowers wealth managers to scale
revenue faster and spend more time focused on growth. Follow Savvy
on LinkedIn to stay up to date on the latest company news
and updates.
Artificial intelligence (“AI”) used on Savvy Wealth’s advisor
platform is not intended to replace human advice. The AI technology
efficiently automates and streamlines processes like new account
onboarding, ongoing financial planning and personalized
communications across multiple marketing channels. The AI is not
intended to interact with retail clients of Savvy Advisors, nor
does the AI provide client-facing investment advice or investment
decisions.
Savvy does not provide compensation for advisor endorsements;
however, endorsements represent a conflict of interest as advisors
may indirectly benefit from the endorsement they have provided.
Savvy Wealth, Inc. is a tech company and the parent company of
Savvy Advisors, Inc. All advisory services are offered through
Savvy Advisors, Inc., an investment advisor registered with the
Securities and Exchange Commission (“SEC”).
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Media Contact: StreetCred PR savvy@streetcredpr.com
Will Ruben 847-208-8289 william@streetcredpr.com
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