FUNDRAISING NEWS | October 24, 2024
Tags: Personnel, Financial Advisor Move
Savvy Advisors has added two experienced wealth advisors to its team, bringing its team to more than 30 advisors managing more than $900M in client assets.
In an October 24 press release, Savvy said it has added Denver-based Craig Austad and Denvill, NJ-based Eric Passin. Austad joins with nearly 30 years of industry experience at a variety of institutions, including Northwestern Mutual Wealth Management, and most recently his own brand, Flourish Financial Partners, which he founded in 2016. Passin brings nearly 35 years of experience, most recently with Farther.
Savvy launched in 2021 and earlier this year completed a $26.5M Series A funding round to support the continued growth of its advisor team and development of its technology platform.
View the press release here.
Written By: Dakota
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