Employee-owned and led Savant Wealth Management named Jon W. Zindel, CFA®, as its Chief Financial Officer (CFO), effective Feb. 1. Zindel, with more than 30 years in the industry, previously served as partner, CFO and executive committee member at Chicago’s William Blair.
Phil Huber, Savant’s CIO, was interviewed by Barron’s about the value-versus-growth cycle in the markets and whether there is opportunity for investors over the next several years.
Savant has acquired Alliant Wealth Advisors, a Manassas, Virginia-based RIA firm. The acquisition, is Savant’s first acquisition of 2022 and 12th in the firm’s history.
Savant Wealth Management congratulates financial advisors Drake Grindle and Jeff Lewis for being named to the Rockford Chamber of Commerce’s 40 Under Forty for 2022.
RIA Channel published a video and a summary of an interview with CEO Brent Brodeski about Savant’s strategic approach to growth, partnerships, and building an elite wealth management practice.
Financial trade publication WealthManagement reports on Savant’s long-term growth plan, which includes a significant investment in top-tier talent, technology, strategic acquisitions, marketing, and practice management.
Savant Wealth Management announced a long-term growth plan that includes a significant investment in top-tier talent, technology, strategic acquisitions, marketing, and practice management over the next five years.
Phil Huber launched his book titled, “The Allocator’s Edge,” a modern guide to alternative investments and the future of diversification. The book, explores alternative asset classes and their potential to help build durable and resilient investment portfolios.
Financial trade publication CityWIre RIA reports on our acquisition of Filbrandt Wealth Management, a Madison, Wisconsin-based RIA firm that works exclusively with university leaders and their families to help achieve financial independence in retirement.
Savant announced plans to acquire Filbrandt Wealth Management, a Madison, Wisconsin-based RIA firm that works exclusively with university leaders and their families to achieve financial independence in retirement.