Savant Wealth Management Names Ahmed Hassanein to CFO Position

Investment Industry Veteran Brings Extensive Operations, M&A Experience to Role

ROCKFORD, Ill. (June 10, 2025)Savant Wealth Management, a fee-only registered investment adviser (RIA), announced the appointment of Ahmed Hassanein, CPA, as its chief financial officer (CFO). Hassanein, with over 30 years of experience in the financial services industry, joins Savant from Los Angeles-based Signature Estate & Investment Advisors, where he has served as CFO for the past two years.

Previously in his career, Hassanein served in C-suite roles at PE backed firms such as Osaic (formerly Advisor Group) and Cetera Financial Group. His experience includes overseeing financial planning and analysis, accounting, treasury, tax, regulatory reporting, compensation, and corporate real estate. He also contributed to his firms’ exponential growth, profitability and margin expansion through strategic executions of mergers and acquisitions (M&A), expense management, and cultural alignment around organic growth.

At Savant, Hassanein will be a member of the operating committee, lead the finance and BI teams, support the firm’s growth initiatives, including establishing scalable financial systems and processes, build strategic partnerships with Savant’s PE firms, capital partners and other external stakeholders, balance current constraints and capabilities with fulfilling Savant’s long-term growth vision, optimize operating leverage and ensure the business has an adequate capital structure to fund inorganic growth. He will also focus on M&A due diligence and integration.

“After conducting a nationwide search, we are thrilled to welcome Ahmed to Team Savant, and look forward to his strategic contributions to our growth,” said Brent Brodeski, Savant’s founder and CEO. “Ahmed has a proven track record of driving business growth and profitability through sound internal controls, cost optimization, and financial leadership. We have an exciting road ahead of us, and I couldn’t be more pleased to have Ahmed join our executive leadership team.”

“As I learned more about Savant, I was impressed by how forward-thinking and sophisticated the firm is. From its embrace of AI and technology to serve clients, to its business model and comprehensive service offering, I believe Savant punches well above its weight for a firm of its size,” said Hassanein. “I’m also inspired by Brent’s energy, drive to succeed, and dedication to preserving Savant’s unique culture,” he added.

Hassanein holds a Bachelor of Science degree in accounting and finance from the University of Maryland and an MBA with a concentration in finance from Marymount University. He will be a member-owner in Savant, which is majority owned by its employees.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for nearly 40 years with approximately $30.6 billion in assets under management and $1.3 billion in assets under advisement (as of 04/30/2025). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plans, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP.

Savant is a registered investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures on our website.


About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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