People Moves
Who's Moving Where In Wealth Management? – Savvy Advisors
The latest moves and appointments in wealth management in the Americas.
Savvy Advisors
Registered investment advisor, Savvy Advisors, has
appointed John Khoury as principal wealth manager.
“For the entirety of my career, I have been committed to acting as a true fiduciary and doing what’s right for my clients. That’s why I decided to join Savvy’s growing team as they develop a modern, all-in-one RIA,” Khoury said.
Based in the Greater Boston area, Khoury spent the last 15 years of his career working as a vice president, senior financial consultant at Charles Schwab. Prior to his role at Schwab, Khoury worked as a senior financial consultant at Fidelity Investments. He graduated from the University of Lincoln-Nebraska in 2021 with a master’s in financial planning.
Founded in 2021, Savvy recently hired Maya Joelson as principal wealth manager and global investment strategist. Other members of the team include Micheal Most, Frank Remund, Erich Yost and Ryan Bond.
