Savvy Advisors Inc. (“Savvy”), a Registered Investment Advisor (RIA) affiliated with Savvy Wealth Inc., today announced that Marisa (Maya) Joelson has joined the firm as a founding principal wealth manager and global investment strategist. Joelson has a diverse professional background spanning the advanced technology and financial services sectors. Throughout her career, Joelson has established herself as a respected thought leader on topics related to global markets and has had her insights featured at prominent events like the Davos World Economic Forum (WEF). Her differentiated ideas have also been published in leading publications including The Wall Street Journal and Barron’s.
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Maya Joelson, Principal Wealth Manager and Global Investment Strategist at Savvy Advisors (Photo: Business Wire)
Joelson comes to Savvy after having worked as an advisor at Perigon Wealth Management and Merrill Lynch. She has two decades of experience advising chief executive officers (CEOs), technology executives, hedge fund managers, families and individuals on their investment decisions. In 2017, Joelson founded Meta Point Advisors as her platform to share thought leadership content related to current events and their impacts on the global market. Prior to Merrill Lynch, Joelson was based in London, where she served as a macroeconomic and financial advisor to the CEO and senior leadership at Rio Tinto, then the world’s second-largest mining company.
Further, Joelson has provided advisory services to a leading emerging markets bank in London, where she led initial public offerings (IPOs) and provided guidance to fund managers overseeing billion-dollar funds. Before her career in financial services, Joelson worked for the Defense Advanced Research Projects Agency (DARPA), collaborating with one of the inventors of the internet Vint Cerf, on advanced technologies like artificial intelligence, human-computer interaction and collaborative systems.
“Since I began my professional career in the 1990s, I have been searching for an employer who gives me freedom to express my differentiated insight and empowers me to utilize my unique global perspectives,” said Joelson. “With Savvy, I can leverage my deep experience in international markets to navigate headwinds that may impact client portfolios. The firm’s cutting-edge technology and all-in-one platform will allow me to enhance my practice, allowing me to create tailored strategies that align with each of my clients’ unique financial circumstances, objectives and risk tolerance.”
Joelson earned a Master of Public Administration from Harvard Kennedy School, a Master of Business Administration from Kellogg at Northwestern University and a bachelor’s degree from Wesleyan University. While at Harvard, she studied National Security Policy and International Economic Development. In 2004, she wrote the first paper for the WEF on the business case for corporations to advance women and diverse talent. Her paper was presented in 2004 at the Davos Congress Centre at the World Economic Forum, spurring the start of WEF’s Global Gender Gap Report to track how nations fare in capturing the talent of women.
As an advisor at Savvy, Joelson will have access to data-driven insight, comprehensive retirement planning resources, trust strategies, tax optimization tools, alternative investments and more. In addition to its new advisor dashboard powered by artificial intelligence, Savvy Wealth recently launched its proprietary Savvy Direct Indexing solution. Now, advisors like Joelson can deliver tax-efficient portfolios that are customized to their high-net-worth clients’ unique environmental, social, and governance (ESG) preferences.
“As we continue our efforts to reshape the wealth management industry, it is imperative that we recruit professionals who can offer in-depth analysis and informed recommendations,” added Ritik Malhotra, co-founder and CEO at Savvy Wealth. “What Maya brings to the table is truly unique. With her deep understanding of economic affairs and her knack for simplifying complex concepts, we are confident that she will help us build a future where advice is seamlessly integrated, personalized, and centered on delivering extraordinary client experiences.”
Since its founding in 2021, Savvy has onboarded more than 10 advisors and now has several hundreds of millions in assets under management nationally. Joelson is the latest addition to the firm, joining its advisory team shortly after Michael Most, Frank Remund, Erich Yost and Ryan Bond. Savvy has been actively recruiting advisors to its ranks by offering competitive incentives for new employees. Advisors who are interested in joining Savvy can view the firm’s open roles.
About Savvy
Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its intentionally built, integrated technology platform to help supercharge organic growth with enhanced software, and sales and marketing automation. Savvy’s proprietary technology empowers advisors to help scale revenue faster and spend more time focused on growth. Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.
Neither Savvy Wealth, nor Savvy Advisors compensates, directly or indirectly for testimonials provided herein. Testimonials are not provided by clients however testimonials represent a conflict of interest as individuals may indirectly benefit from the endorsement they have provided.
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