Savvy

Savvy Advisors Welcomes Real Estate Expert David Gottlieb as Newest Wealth Manager

Retrieved on: 
Thursday, April 4, 2024
Technology, Construction & Property, Finance, Fintech, Consulting, Other Technology, Professional Services, Software, Asset Management, Residential Building & Real Estate, Growth, Knowledge, Ameriprise Financial, HNW, Thought, Morgan Stanley, Fortress Investment Group, Investment, Gottlieb, Savvy, Marketing, Badminton Association of India, Financial adviser

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.

Key Points: 
  • 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.

Savvy Wealth Enhances Advisor Platform with New Proprietary Investment Management Program

Retrieved on: 
Tuesday, January 30, 2024
Software, Personal Finance, Finance, Asset Management, Artificial Intelligence, Professional Services, Technology, Fintech, Growth, RIA, Research, Wealth, Marketing, HNW, Savvy, Financial adviser

Savvy Wealth , a digital-first platform for financial advisors centered around modernizing human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a federal registered investment advisor (RIA), today announces the launch of Savvy Wealth Investment Management (SWIM) .

Key Points: 
  • Savvy Wealth , a digital-first platform for financial advisors centered around modernizing human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a federal registered investment advisor (RIA), today announces the launch of Savvy Wealth Investment Management (SWIM) .
  • An in-house investment management solution replete with diversified and low-cost investment strategies, SWIM enables the creation and management of personalized investment portfolios tailored to the firm’s high-net-worth (HNW) client base.
  • Portfolios are managed by Savvy’s investment team, who oversees active asset allocation, timely rebalancing, tax-loss harvesting and cash management.
  • For more information about Savvy Advisors Investment Management, please visit its website .

Savvy Advisors Caps Off 2023 Recruiting Spree with the Hiring of Experienced Financial Advisor Jacob DuBose

Retrieved on: 
Thursday, December 14, 2023
Software, Personal Finance, Finance, Asset Management, Consulting, Professional Services, Technology, Fintech, Marketing, HNW, Growth, TIAA, Personal Capital, Savvy, RIA, Financial adviser, Empower

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced that Jacob DuBose , CFP®, has been appointed as its newest principal wealth manager.

Key Points: 
  • Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced that Jacob DuBose , CFP®, has been appointed as its newest principal wealth manager.
  • DuBose is the seventh financial advisor to join Savvy in the second half of 2023, as the firm continues its strong recruiting momentum.
  • During his six years at Empower, he was a senior financial advisor on the private client services team.
  • Since its founding in 2021, Savvy has been actively recruiting advisors to its ranks by offering competitive incentives for new employees.

Savvy Advisors Continues Strong Recruiting Growth, Welcomes Industry Veteran John Khoury as Principal Wealth Manager

Retrieved on: 
Monday, November 27, 2023
Professional Services, Technology, Software, Finance, Asset Management, Fintech, Artificial Intelligence, Khouri, Multimedia, Investment, Fidelity Investments, Marketing, Charles Schwab, Savvy, Schwab, University, AUM, RIA, Financial adviser, Greater Boston

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced John Khoury has joined the firm as a principal wealth manager.

Key Points: 
  • Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced John Khoury has joined the firm as a principal wealth manager.
  • View the full release here: https://www.businesswire.com/news/home/20231127514736/en/
    John Khoury, Principal Wealth Manager at Savvy Advisors (Photo: Business Wire)
    Based in the Greater Boston area, Khoury spent the last 15 years of his career working as a vice president, senior financial consultant at Charles Schwab.
  • It's a testament to what we're building here at Savvy and our future direction," said Ritik Malhotra , co-founder and CEO of Savvy Wealth.
  • The addition of Khoury comes shortly after the firm announced the hiring of Maya Joelson as principal wealth manager and global investment strategist.

Maya Joelson Joins Savvy Advisors as Founding Principal Wealth Manager and Global Investment Strategist

Retrieved on: 
Wednesday, November 15, 2023
Professional Services, Patent Law, Technology, Finance, Software, Asset Management, Harvard University, Initial public offering, Davos Congress Centre, Woman, International Economic Development Council, Policy, Northwestern University, DARPA, Registered investment adviser, Risk, Global Gender Gap Report, The Wall Street Journal, Multimedia, Joelson, Rio Tinto, Artificial intelligence, Business administration, Invention, Davos, ESG, Wesleyan University, WEF, Merrill (company), Publication, Master of Business Administration, RIA, Harvard Kennedy School, Financial adviser, Financial services, Management, Savvy

Savvy Advisors Inc. (“Savvy”), a Registered Investment Advisor (RIA) affiliated with Savvy Wealth Inc ., today announced that Marisa (Maya) Joelson has joined the firm as a founding principal wealth manager and global investment strategist.

Key Points: 
  • Savvy Advisors Inc. (“Savvy”), a Registered Investment Advisor (RIA) affiliated with Savvy Wealth Inc ., today announced that Marisa (Maya) Joelson has joined the firm as a founding principal wealth manager and global investment strategist.
  • View the full release here: https://www.businesswire.com/news/home/20231115435166/en/
    Maya Joelson, Principal Wealth Manager and Global Investment Strategist at Savvy Advisors (Photo: Business Wire)
    Joelson comes to Savvy after having worked as an advisor at Perigon Wealth Management and Merrill Lynch.
  • In 2017, Joelson founded Meta Point Advisors as her platform to share thought leadership content related to current events and their impacts on the global market.
  • In addition to its new advisor dashboard powered by artificial intelligence , Savvy Wealth recently launched its proprietary Savvy Direct Indexing solution.

Savvy + Co. Real Estate Shines Again, Winning Gold for Best Real Estate Company in Charlotte - Second Year in a Row!

Retrieved on: 
Wednesday, December 6, 2023
One Housing Group, Flower, Gold, Real estate, Multimedia, Real estate agent, Trust, Plaza-Midwood (Charlotte neighborhood), The Charlotte Observer, Greater, Charlotte Best, Knowledge, Estate, Savvy, Auction, Property management, Silver

CHARLOTTE, N.C, Dec. 6, 2023 /PRNewswire-PRWeb/ -- In an impressive display of excellence in the Charlotte real estate market, Savvy + Co. Real Estate has once again secured the prestigious title of "Best Real Estate Company" in the Charlotte Best Awards by The Charlotte Observer, marking the second consecutive year of this achievement. This Gold award not only recognizes the collective dedication of the entire Savvy + Co. Real Estate team but also speaks volumes about the trust and confidence clients place in this boutique brokerage.

Key Points: 
  • In an impressive display of excellence in the Charlotte real estate market, Savvy + Co. Real Estate has once again secured the prestigious title of "Best Real Estate Company" in the Charlotte Best Awards by The Charlotte Observer, marking the second consecutive year of this achievement.
  • CHARLOTTE, N.C, Dec. 6, 2023 /PRNewswire-PRWeb/ -- In an impressive display of excellence in the Charlotte real estate market, Savvy + Co. Real Estate has once again secured the prestigious title of "Best Real Estate Company" in the Charlotte Best Awards by The Charlotte Observer, marking the second consecutive year of this achievement.
  • Savvy + Co. Real Estate shines again, winning the title of "Best Real Estate Company" for the second consecutive year in the Charlotte Best Awards by The Charlotte Observer.
  • As a full-service boutique brokerage, Savvy + Co. Real Estate stands out in the real estate scene.

Verano Launches Savvy Threads, Limited-Edition Streetwear and E-Commerce Platform

Retrieved on: 
Wednesday, October 25, 2023
Cannabis, Social media, Creativity, Culture, NEO, Patient, Video game, Marketing, Savvy

CHICAGO, Oct. 25, 2023 (GLOBE NEWSWIRE) -- Verano Holdings Corp. (NEO: VRNO) (OTCQX: VRNOF) (“Verano” or the “Company”), a leading multi-state cannabis company, today announced the launch of Savvy Threads, a limited-edition streetwear and e-commerce platform that celebrates the Company’s Savvy cannabis brand imagery and its intersection with art, culture and contemporary fashion. Inspired by the creativity of in-house artist Mike Frontier, in collaboration with independent artists Jacob Wayne (Chicago) and Jeremiah Kaniaupio (Las Vegas), the inaugural Savvy Threads collection features exclusive apparel inspired by popular Verano genetics while espousing the unique style and vision of the designers. Savvy Threads items include t-shirts, embroidered sweat shorts and varying hooded and crewneck sweatshirts, all available for purchase and shipping across all 50 U.S. states on SavvyThreads.com.

Key Points: 
  • Savvy Threads items include t-shirts, embroidered sweat shorts and varying hooded and crewneck sweatshirts, all available for purchase and shipping across all 50 U.S. states on SavvyThreads.com.
  • “Savvy Threads complements the expanding Savvy cannabis product portfolio and its bold brand aesthetic by employing fashion-forward designs that embrace the connection between cannabis, art and culture,” said David Spreckman, Verano Chief Marketing Officer.
  • “The introduction of Savvy Threads creates new and unique opportunities to engage the cannabis, art and fashion communities by leveraging mainstream advertising channels that aren’t available to plant-touching businesses.
  • The Savvy Threads platform both leverages the brand cache that Savvy cannabis has achieved and builds upon the art-forward direction and platform to attract and inspire new consumers and audiences.

Savvy Advisors Recruits Michael Most as Principal Wealth Manager Amid Period of Strong Growth

Retrieved on: 
Tuesday, October 24, 2023
Professional Services, Technology, Software, Finance, Asset Management, Fintech, Consulting, Knowledge, LPL, RIA, Headache, Entrepreneurship, Multimedia, Growth, Marketing, Ameriprise Financial, CRM, LPL Financial, Financial adviser, Sales, Savvy

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced that Michael Most has joined the firm as principal wealth manager.

Key Points: 
  • Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced that Michael Most has joined the firm as principal wealth manager.
  • View the full release here: https://www.businesswire.com/news/home/20231024850433/en/
    Michael Most, Principal Wealth Manager at Savvy Advisors (Photo: Business Wire)
    With more than two decades of industry experience, Most spent the last 10 years of his career working as a financial advisor/Private Wealth Manager at LPL Financial where he managed approximately 80 million in assets under management.
  • At Ameriprise, Most also worked as a training manager and district manager, honing his strategic leadership skills.
  • Advisors who are interested in joining Savvy can view the firm’s open roles .

Visionary CEO Shows How Environmentalism and Profit Can Co-exist

Retrieved on: 
Tuesday, October 17, 2023
Cheese, Organization, News, Beam Me Up Scotty (mixtape), Sustainability, ESG, Lead, Planet, Savvy, Publishing, Amazon, Green

NEW YORK, Oct. 17, 2023 /PRNewswire/ -- Seeing Green: How to Save the Planet and Profit from Sustainability by Angel Lance is now available. The book is published with Forbes Books, the exclusive business book publishing imprint of Forbes, and is available today on Amazon.

Key Points: 
  • NEW YORK, Oct. 17, 2023 /PRNewswire/ -- Seeing Green: How to Save the Planet and Profit from Sustainability by Angel Lance is now available.
  • The book is published with Forbes Books, the exclusive business book publishing imprint of Forbes, and is available today on Amazon.
  • Angel Lance is motivated by three missions: environmental stewardship, profit, and living life to the fullest.
  • Her book, Seeing Green, shows readers how she embraces all three in her business ventures by injecting her business savvy into projects that might help save our planet.

Savvy Advisors Inc. Adds Erich Yost and Ryan Bond to its Growing Team of Advisors

Retrieved on: 
Tuesday, October 3, 2023
Professional Services, Technology, Software, Finance, Asset Management, Fintech, Personal Finance, University, CFA, RIA, Vanguard, Uniform Combined State Law Exam, Multimedia, Series 7, AUM, Personal Capital, Yost, Entrepreneurship, ESG, LP, Economics, Financial adviser, Financial services, Bond, Empower, Savvy, Delaware Valley

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced it has welcomed Erich Yost, CFA , and Ryan Bond CFP® to the firm as principal wealth managers.

Key Points: 
  • Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced it has welcomed Erich Yost, CFA , and Ryan Bond CFP® to the firm as principal wealth managers.
  • Yost and Bond, both based in the Greater Philadelphia area, are the newest advisors to partner with Savvy and gain access to its proprietary technology platform.
  • Savvy’s interface was designed to help advisors build personalized financial plans, improve client service and streamline marketing, and back-office operations.
  • As an independent advisor at Savvy, Yost will leverage the firm’s growing tech stack to help his affluent clients effectively manage generational wealth and improve intra-family relationships.