Savvy Wealth, a digital-first platform for financial advisers, has announced the appointment of Anshul Sharma as CIO. Sharma, a wealth management veteran with more than 25 years of experience building multi-billion-dollar investment platforms, will lead Savvy’s investment office as the firm scales past $3 billion in assets under management (AUM). He will be based in New York City, where he will work closely with Savvy’s leadership team and advisers nationwide to help shape the future of investment management for high-net-worth clients.
In this role, Sharma will be tasked with building Savvy’s first institutional-grade CIO office to directly support the independent advisers and advisory teams at Savvy Advisors, its affiliate registered investment adviser (RIA). He will help bring portfolio strategy in-house, streamline model portfolios and deliver timely guidance. Sharma will also expand access to alternatives and thematic strategies while overseeing enhancements to the
