Savvy Advisors Adds New Advisors
Savvy Advisors Inc. has surpassed $1 billion in client assets under management (AUM), as it added four more financial advisors in December.
“Savvy Advisors’ rapid growth is a testament to our belief in the value of human financial advice,” said Ritik Malhotra, founder and CEO of Savvy Wealth. “As we onboard more advisors to the Savvy Wealth platform, we continue to learn more ways we can modernize wealth management. By providing innovative technology and solutions coveted by advisors, we help them deliver unforgettable client experiences.”
The new hires include:
- Cindy Alvarez and Janelle Van Meel, based in Evergreen and Littleton, CO, plan to leverage Savvy Wealth’s new Advisory Teams feature.
- Erin Niehaus, based in San Francisco, is a 30-year veteran of wealth management and private equity, serving executive women, healthcare professionals and tech ecosystem leaders. Niehaus was formerly with J.P. Morgan Private Bank.
- Samuel Saleh, based inNewport Beach, CA is a financial advisor specializing in retirement, business succession and legacy planning for retirees and business owners. Saleh was previously with Bank of America Merrill Lynch.
