Savvy Wealth has expanded its team by hiring four new wealth managers. The new additions include Chase Austin, Josh Branham, Louis Green, and Scott Eichler.
Austin, who is a former professional baseball player, is now based in Charlotte, N.C. Austin was previously with MassMutual and Merrill Lynch. Also joining are Josh Branham from Kentucky, with a background at Paragon Private Wealth Management and Merrill Lynch; Louis Green from New York, who has extensive experience with UBS, PNC, and Deutsche Asset & Wealth Management; and California-based Scott Eichler, founder of Standing Oak Advisors, who briefly worked at tech-focused RIA Farther. Over the last three years, Savvy has been actively recruiting wealth managers to its ranks, and has scaled to over $400 million in assets.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
June 06, 2024
April 04, 2024
September 18, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2024 | Terms of Service | Privacy Policy | California Privacy Policy