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 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.”
Preparing your clients to withstand the ups and downs of change – both external and internal – could be the key to unlocking their loyalty, trust, and confidence.
After leaving LPL in 2020, it hasn’t gone Cornick’s way at Osaic.
The finance professor and quant investing veteran believes with the right guardrails, artificial intelligence could be trusted to meet the high bar of fiduciary advice.
UBS has also regained some ground as it recruited an experienced Merrill advisor in New York.
The ex-Bay Area broker reportedly continued to peddle fake bond investments, promising rates of returns exceeding 20%, even after FINRA suspended his license in 2014.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
