Savvy Wealth announced Tuesday that it hired David Weiner to serve as Chief Growth Officer to “lead recruitment and continued expansion” of the firm’s RIA subsidiary, Savvy Advisors.
The hire follows a strong year of growth for the company in 2024, during which Savvy said it quadrupled assets under management (AUM) and more than tripled advisor headcount.
Weiner will be focused on bringing more independent advisors and advisory teams onto the Savvy Wealth platform, the firm said.
He comes to Savvy with over two decades of experience in sales, growth and marketing leadership roles across the startup and Software-as-a-Service (SaaS) sectors, including positions at Compass, David Energy, Electric and Tekmetric.
During his career, Weiner has been able to guide companies through thresholds of growth and achieve scalability across multiple industries, according to Savvy Wealth.
“Savvy is at a crucial phase of growth,” according to Weiner. “Connecting with advisors who want to leverage technology to evolve the ways they support their clients is crucial to their growth trajectory.”
Starting from Weiner’s “earliest conversations” with Ritik Malhotra, Savvy Wealth CEO and Founder, “we were tightly aligned on specific, tangible paths forward to build connections with advisors,” according to Weiner.
“I look forward to contributing to Ritik’s vision of streamlining the advisor space through innovative artificial intelligence applications and our firm’s proprietary technology offering,” Weiner added.
Nevada And Kansas Recruits
Savvy Advisors also recruited a wealth advisory team led by Robert Barone and Joshua Barone, who Savvy said bring almost $300 million in AUM with them.
They are the founders of Reno, Nevada-based Universal Value Advisors and have over 70 years of combined experience in investment management between them.
The team joined Savvy after departing Farther in 2024.
“Savvy Wealth’s advisor-driven product roadmap was really attractive to us as we sought a new home for our business,” said Joshua Barone. “Working with Savvy’s management, product, and engineering teams–who truly value our experience as advisors–provides us with the requisite solutions to deliver memorable client experiences and take our growth to a new level,” he said.
Along with recruiting the Universal team, Savvy also said it added Wichita, Kansas-based advisor Jason Craine as Principal Wealth Manager. Craine spent the past decade at Mariner Wealth Advisors, where he managed more than $100 million in client assets and focused on high net worth families across the U.S.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
