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Maya Joelson Joins Savvy Advisors from Perigon Wealth Management

Joining as a founding managing partner and global investment strategist, Joelson brings an impressive resume to the nascent, tech-centric advisory platform.

British columbiaCity ofUnited kingdomNew yorkUnited statesDistrict of columbiaVint cerfRitik malhotraMerrill lynchMaya joelsonRio tintoWorld economic forumHarvard universityKellogg school of management at northwestern universityDefense advanced research projects agencySavvy advisors

Retirement Industry People Moves

Principal promotes Matos; Amundi names CIO; Eagle hires Pickering as head of high-yield municipal credit team; and more.

City ofUnited kingdomNoord hollandUnited statesFrance generalNew yorkMerrill lynchMehdi mahmudMarco pirondiniBryce pickeringRitik malhotraMichael garvinJohn millerKen taubesLou floriMichael hunstad

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

Maya Joelson Joins Savvy Advisors as Founding Principal Wealth Manager and Global Investment Strategist
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

City ofUnited kingdomMaya joelsonVint cerfMerrill lynchMarisa maya joelsonErich yostFrank remundRitik malhotraHarvard kennedy schoolDavos congress centreMaster of public administrationWealth incDefense advanced research projects agencyNorthwestern universityInternational economic development

Savvy Adds 11th Advisor to New AI-enabled Platform

Savvy Advisors adds a former LPL advisor as the nascent, tech-focused firm reinvigorates recruiting efforts.

New yorkUnited statesBritish columbiaRitik malhotraVamsi yadlapatiAmeriprise financial servicesSavvy advisorsSavvy wealthNew york cityFort lauderdaleAmeriprise financialFocus financial

Savvy Advisors Recruits Michael Most as Principal Wealth Manager Amid Period of Strong Growth

Savvy Advisors Recruits Michael Most as Principal Wealth Manager Amid Period of Strong Growth
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

Ritik malhotraAmeriprise financial servicesWealth incAdvisors incAdvisors recruits michael mostPrincipal wealth manager amid periodSavvy wealth incMichael mostFort lauderdalePrincipal wealth managerSavvy advisorsBusiness wirePrivate wealth managerAmeriprise financialSavvy wealth

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