Savvy Welcomes Chief Growth Officer

Savvy Wealth Inc. has named David Weiner as chief growth officer. Weiner will lead recruitment and continued expansion of Savvy Wealth’s registered investment advisor affiliate Savvy Advisors.

In his new role, Weiner will focus on bringing experienced, independent advisors and advisory teams onto the Savvy Wealth platform.

Weiner brings more than two decades of experience in sales, growth and marketing leadership roles across the startup and SaaS sectors, including positions at Compass, David Energy, Electric and Tekmetric. Throughout his career, he has proven his ability to guide companies through key thresholds of growth and achieve scalability across multiple industries.

“Savvy is at a crucial phase of growth. Connecting with advisors who want to leverage technology to evolve the ways they support their clients is crucial to their growth trajectory,” Weiner said. “From my earliest conversations with [Founder and CEO] Ritik Malhotra, we were tightly aligned on specific, tangible paths forward to build connections with advisors. I look forward to contributing to Ritik’s vision of streamlining the advisor space through innovative artificial intelligence applications and our firm’s proprietary technology offering.”

Savvy Advisors has also onboarded a wealth advisory team led by Robert Barone and Joshua Barone, who bring nearly $300 million in AUM to the firm. They are the founders of Universal Value Advisors (UVA), and collectively have over 70 years of experience in investment management. The team joined Savvy after departing Farther in 2024, drawn by Savvy Wealth’s proprietary technology platform and its ability to provide a seamless financial planning experience for clients.

“Savvy Wealth’s advisor-driven product roadmap was really attractive to us as we sought a new home for our business,” saidBarone. “Working with Savvy’s management, product, and engineering teams–who truly value our experience as advisors–provides us with the requisite solutions to deliver memorable client experiences and take our growth to a new level.”

In addition to recruiting the UVA team, Savvy has also welcomed Wichita, Kansas-based Jason Craine to the firm. Crainespent the last decade at Mariner Wealth Advisors, where he managed over $100 million in client assets. Working with high-net-worth families across the country, Craine offers holistic financial planning services across multiple family generations, while providing tax-conscious customized investment strategies.