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SAVVY WEALTH MANAGEMENT LLC
Savvy is a state-registered investment adviser and wealth management firm providing asset management to high net worth individuals. It is a technology-driven...
Overview
Savvy is a state-registered investment adviser and wealth management firm providing asset management to high net worth individuals. It is a technology-driven wealth management firm that combines technology with real-world financial expertise and helps clients find the right advisor. Advisors craft personalized financial plans and investment strategies tailored to clients' goals and risk tolerance.
General information
Firm type
Multi Family Office
Year founded
2021
Location
Region
North America
City
New York
Principals
Ritik Malhotra
Founder & CEO
Amir Har-El
Chief Operating Officer
Lisandra Wilmott
Head of Legal and Compliance
David Weiner
Chief Growth Officer
Eric Hurkman
Chief Technology Officer
Anshul Sharma
Chief Investment Officer
Alice Yu
Head of Finance and Business Operations
Steven Cherucheril
Head of Marketing
Rasika Rajagopalan
VP, People and Talent
Brandon Barber
Retirement Plan Specialist
Aaron Wiegman
Financial Advisor
Greg Allen
Financial Advisor
Cindy Alvarez
Financial Advisor
Berkely Arrants
Financial Advisor
Craig Austad
Financial Advisor
Sector focus
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