Savvy Advisors Inc., a registered investment adviser affiliated with Savvy Wealth Inc., said David Gottlieb has joined the firm as a wealth manager. Based in West Orange, Gottlieb will leverage Savvy Wealth’s modern platform to power growth and improve client service, while offloading operational, back-office and marketing tasks.
With 20 years of industry experience, Gottlieb comes to Savvy from Prosperity (formerly EisnerAmper Wealth Management) and previously held positions at Ameriprise Financial, Morgan Stanley and Fortress Investment Group. Over the last five years, he has developed a practice that serves clients’ comprehensive financial needs, with a focus on managing portfolios consisting of real estate properties held for investment purposes. During this time, Gottlieb has advised nearly 75 clients to help them manage their investments across 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.”
Gottlieb holds his Accredited Portfolio Management Analyst designation and is a Certified Retirement Plans Specialist. He is also a member of the Property Owners Association of New Jersey and a licensed insurance agent. These qualifications and memberships collectively equip him with the knowledge, expertise and network to provide well-rounded advice on all aspects of a client’s financial life, including investing in real estate as an asset class.
“As we continue to grow at a rapid pace, we are looking to bring on advisers who have unique experience and can help Savvy elevate our service offering,” Ritik Malhotra, co-founder and CEO at Savvy Wealth, 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.”
