Savvy Wealth adds advisor with focus on clients with real estate assets

The firm's latest recruit was previously with Prosperity.

An advisor with 20 years of financial services experience and a focus on real estate assets in client portfolios is the newest wealth manager at Savvy Advisors.

The RIA firm affiliated with Savvy Wealth has added 16 advisors, and David Gottlieb, based in West Orange, New Jersey, is its latest recruit, following three recent additions in California.

Gottlieb joins the firm from Prosperity, formerly EisnerAmper Wealth Management, but was previously with Ameriprise Financial, Morgan Stanley, and Fortress Investment Group. His focus on real estate as an investment has intensified in the last five years, with 75 clients advised on their investments in industrial, office, retail and multifamily real estate properties.

“I have long wanted to join a firm with an infrastructure that supports my outside-the-box thinking while enabling me to prioritize helping clients optimize their real estate portfolios,” Gottlieb said. “Savvy’s entrepreneurial nature and digital focus represent the ideal environment to scale my business in the direction that best suits my clients’ evolving needs. I look forward to implementing its proprietary technology to maximize efficiency and deliver positive outcomes for my clients.”

SAVVY GROWTH

Savvy Wealth has been attracting new advisors to its network with its suite of tools and solutions, including a fully integrated AI-powered advisor platform that was launched last year to enhance the daily workflow of advisors serving high-net-worth clients.

Ritik Malhotra, co-founder and chief executive at Savvy Wealth, is keen to include new advisors who have additional and alternative experience within the wealth management and investment industry, such as Gottlieb.

“As we continue to grow at a rapid pace, we are looking to bring on advisors who have unique experience and can help Savvy elevate our service offering,” he said. “David’s background enhances our capacity to serve clients with complex real estate portfolios while enabling us to pioneer innovative solutions for high-net-worth investors with an interest in illiquid asset classes. With David on board, we are set to continue evolving our platform in 2024 and beyond.”