Savvy Advisors Welcomes Real Estate Expert David Gottlieb as Newest Wealth Manager
Savvy Advisors Inc. (“Savvy”), a registered investment advisor (“RIA”) affiliated with Savvy Wealth Inc ., today announced that David Gottlieb has joined the firm as a wealth manager.
- Savvy Advisors Inc. (“Savvy”), a registered investment advisor (“RIA”) affiliated with Savvy Wealth Inc ., today announced that David Gottlieb has joined the firm as a wealth manager.
- Following the recent additions of Aaron Wiegman, Arynton Hardy and Dustin Parsons , Gottlieb marks the 16th advisor to join Savvy.
- With 20 years of industry experience, Gottlieb comes to Savvy from Prosperity (formerly EisnerAmper Wealth Management) and previously held positions at Ameriprise Financial, Morgan Stanley and Fortress Investment Group.
- During this time, Gottlieb has advised nearly 75 clients to help them manage their investments across industrial, office, retail and multifamily real estate properties.