Savvy Advisors Continues Recruiting Push with Addition of Four New Wealth Managers
Growing team of advisors have access to Savvy Wealth’s proprietary technology designed to enhance the client-advisor relationship and improve advisor productivity
June 27, 2024 09:08 AM Eastern Daylight Time
NEW YORK--(BUSINESS WIRE)--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. With a growing presence across the U.S., Savvy now employs 24 financial advisors who collectively manage more than $600 million in assets under management (AUM). Specializing in technology-driven wealth management, Savvy arms its wealth managers with a purpose-built, fully integrated platform to deliver a more seamless client experience.
“Every opportunity we have to introduce new wealth managers is an important moment in Savvy Wealth’s journey to reshape the wealth management industry”
The four new wealth managers can now use Savvy’s all-in-one, artificial intelligence (AI)-powered platform to serve the holistic financial needs of high-net-worth clients. Savvy Wealth’s technology automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The firm’s technology stack also includes an in-house investment management program, Savvy Wealth Investment Management, and a proprietary direct indexing solution.
“At Savvy, we use next-generation technology to improve advisor efficiency and provide clients with a modern, tech-forward experience,” said GinaRose Galli, growth leader at Savvy Wealth. “A key part of our success is partnering with accomplished wealth managers who are committed to providing their clients with the best possible service. In my opinion, our expanding advisor team solidifies Savvy as one of the fastest-growing, technology-led advisory firms in the industry.”
The latest additions to Savvy’s team of seasoned advisors include:
- Adam Dean – Based in Sioux City, Iowa, Dean provides customized wealth management services to clients from a variety of backgrounds including physicians, university professors and small business owners. As a part owner of Siouxland United FC, a semi-professional soccer league in Iowa, Dean has vast experience serving athletes. Throughout his career, he has worked as an advisor at leading firms including Morgan Stanley and Baird, and has developed expertise in comprehensive financial planning, investment management, retirement strategies, estate planning, and tax optimization. Dean is heavily involved in the local community, serving on boards for the American Red Cross North West Iowa North East Nebraska chapter and the Sioux City Housing Trust Fund organization, while also sitting on the Siouxland Chamber Board as Ambassador representative.
- Nate Kunkel, CFP® – Kunkel comes to Savvy with nearly a decade of financial services experience. Located in the greater Cincinnati area, he spent the last six years at Mariner Wealth Advisors where his team managed over $300 million in AUM. Kunkel primarily works with a client base composed of current or former employees of Procter & Gamble. With a strong focus on providing a positive client experience, Kunkel offers a comprehensive range of services including investment management, financial planning and analysis, retirement planning and more.
- Brian Mills – Operating out of Los Angeles, Mills is a well-established advisor with experience providing tailored wealth planning, customized downside protection solutions, and portfolio management services to ultra-high-net-worth clients. Mills began his career as an internal wholesaler with Lincoln Financial and spent the last six years at Lido Advisors where he most recently held the title vice president of wealth management. Mills is committed to protecting his clients’ legacies, while targeting asset growth in tactical ways, and, ultimately, providing the blueprint for building and preserving generational wealth. As he settles into his new role at Savvy, Mills plans to pursue the Chartered Retirement Planning Counselor (CRPC®) designation to deepen his ability to help his clients refine a roadmap for retirement. Passionate about financial literacy and broadening access to financial advice, Mills is involved in the LA chapter of College Track, an organization that serves students from low-income communities who will become the first in their family to graduate from college.
- Albert Pinedo, CPWA® – Located in the Greater Tampa Bay area, Pinedo specializes in advanced equity analysis, portfolio management and financial planning for clients on a global scale. Pinedo started his wealth management career in Latin America and spent the last 12 years working for Marketwise Asset Management in the U.S. He primarily serves affluent business owners and corporate executives who are affiliated with the technology and financial services industries. With over 20 years of industry experience, Pinedo earned his Certified Private Wealth Advisor® (CPWA®) designation and is well equipped to offer guidance on a variety of topics including tax optimization, charitable giving, estate planning, and wealth transfers.
“Every opportunity we have to introduce new wealth managers is an important moment in Savvy Wealth’s journey to reshape the wealth management industry,” added Ritik Malhotra, co-founder and CEO of Savvy Wealth. “We are constantly looking for talented wealth managers who are committed to their craft and dedicated to doing right for their clients. Adam, Nate, Brian and Albert will fit seamlessly into the team that we have been intentionally building over the last few years. We look forward to continued growth and success with these four onboard!”
Since its founding in 2021, Savvy has been actively recruiting advisors to its ranks. Over the last three months alone, the firm has also welcomed Chase Austin, Josh Branham, Louis Green, Scott Eichler, David Gottlieb, Aaron Wiegman, Arynton Hardy, and Dustin Parsons to its team of wealth managers. 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”).
Contacts
Media Contact:
StreetCred PR
savvy@streetcredpr.com
Will Ruben
847-208-8289
william@streetcredpr.com
Meaghan McNichol
412-720-3777
meaghan@streetcredpr.com
‍
Savvy Advisors Continues Recruiting Push with Addition of Four New Wealth Managers
Growing team of advisors have access to Savvy Wealth’s proprietary technology designed to enhance the client-advisor relationship and improve advisor productivity
June 27, 2024 09:08 AM Eastern Daylight Time
NEW YORK--(BUSINESS WIRE)--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. With a growing presence across the U.S., Savvy now employs 24 financial advisors who collectively manage more than $600 million in assets under management (AUM). Specializing in technology-driven wealth management, Savvy arms its wealth managers with a purpose-built, fully integrated platform to deliver a more seamless client experience.
“Every opportunity we have to introduce new wealth managers is an important moment in Savvy Wealth’s journey to reshape the wealth management industry”
The four new wealth managers can now use Savvy’s all-in-one, artificial intelligence (AI)-powered platform to serve the holistic financial needs of high-net-worth clients. Savvy Wealth’s technology automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The firm’s technology stack also includes an in-house investment management program, Savvy Wealth Investment Management, and a proprietary direct indexing solution.
“At Savvy, we use next-generation technology to improve advisor efficiency and provide clients with a modern, tech-forward experience,” said GinaRose Galli, growth leader at Savvy Wealth. “A key part of our success is partnering with accomplished wealth managers who are committed to providing their clients with the best possible service. In my opinion, our expanding advisor team solidifies Savvy as one of the fastest-growing, technology-led advisory firms in the industry.”
The latest additions to Savvy’s team of seasoned advisors include:
- Adam Dean – Based in Sioux City, Iowa, Dean provides customized wealth management services to clients from a variety of backgrounds including physicians, university professors and small business owners. As a part owner of Siouxland United FC, a semi-professional soccer league in Iowa, Dean has vast experience serving athletes. Throughout his career, he has worked as an advisor at leading firms including Morgan Stanley and Baird, and has developed expertise in comprehensive financial planning, investment management, retirement strategies, estate planning, and tax optimization. Dean is heavily involved in the local community, serving on boards for the American Red Cross North West Iowa North East Nebraska chapter and the Sioux City Housing Trust Fund organization, while also sitting on the Siouxland Chamber Board as Ambassador representative.
- Nate Kunkel, CFP® – Kunkel comes to Savvy with nearly a decade of financial services experience. Located in the greater Cincinnati area, he spent the last six years at Mariner Wealth Advisors where his team managed over $300 million in AUM. Kunkel primarily works with a client base composed of current or former employees of Procter & Gamble. With a strong focus on providing a positive client experience, Kunkel offers a comprehensive range of services including investment management, financial planning and analysis, retirement planning and more.
- Brian Mills – Operating out of Los Angeles, Mills is a well-established advisor with experience providing tailored wealth planning, customized downside protection solutions, and portfolio management services to ultra-high-net-worth clients. Mills began his career as an internal wholesaler with Lincoln Financial and spent the last six years at Lido Advisors where he most recently held the title vice president of wealth management. Mills is committed to protecting his clients’ legacies, while targeting asset growth in tactical ways, and, ultimately, providing the blueprint for building and preserving generational wealth. As he settles into his new role at Savvy, Mills plans to pursue the Chartered Retirement Planning Counselor (CRPC®) designation to deepen his ability to help his clients refine a roadmap for retirement. Passionate about financial literacy and broadening access to financial advice, Mills is involved in the LA chapter of College Track, an organization that serves students from low-income communities who will become the first in their family to graduate from college.
- Albert Pinedo, CPWA® – Located in the Greater Tampa Bay area, Pinedo specializes in advanced equity analysis, portfolio management and financial planning for clients on a global scale. Pinedo started his wealth management career in Latin America and spent the last 12 years working for Marketwise Asset Management in the U.S. He primarily serves affluent business owners and corporate executives who are affiliated with the technology and financial services industries. With over 20 years of industry experience, Pinedo earned his Certified Private Wealth Advisor® (CPWA®) designation and is well equipped to offer guidance on a variety of topics including tax optimization, charitable giving, estate planning, and wealth transfers.
“Every opportunity we have to introduce new wealth managers is an important moment in Savvy Wealth’s journey to reshape the wealth management industry,” added Ritik Malhotra, co-founder and CEO of Savvy Wealth. “We are constantly looking for talented wealth managers who are committed to their craft and dedicated to doing right for their clients. Adam, Nate, Brian and Albert will fit seamlessly into the team that we have been intentionally building over the last few years. We look forward to continued growth and success with these four onboard!”
Since its founding in 2021, Savvy has been actively recruiting advisors to its ranks. Over the last three months alone, the firm has also welcomed Chase Austin, Josh Branham, Louis Green, Scott Eichler, David Gottlieb, Aaron Wiegman, Arynton Hardy, and Dustin Parsons to its team of wealth managers. 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”).
Contacts
Media Contact:
StreetCred PR
savvy@streetcredpr.com
Will Ruben
847-208-8289
william@streetcredpr.com
Meaghan McNichol
412-720-3777
meaghan@streetcredpr.com
‍
