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