Savvy Wealth Adds Real Estate FA

David Gottlieb, an advisor with a specialty in real estate, has joined Savvy Advisors after previously working at Prosperity, known before as EisnerAmper Wealth Management.

With a background in managing diverse real estate portfolios, including industrial, office, retail, and multifamily properties, Gottlieb brings a unique expertise to Savvy's network. He was drawn to Savvy by the firm's advanced technology infrastructure which will support his approach to managing real estate investments.

Gottlieb will be based in West Orange, NJ. The partnership between Gottlieb and Savvy Advisors is expected to create investment solutions tailored for clients in the real estate sector. Prior to Prosperity, Gottlieb had stints that included time at Morgan Stanley and Ameriprise. He also holds APMA and CRPS designations, respectively.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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