PLANADVISER - Winter 2023 - 10

On the Move
Savvy Advisors Adds Founding
Principal Wealth Manager
Marisa (Maya) Joelson, founding
principal wealth manager and global
investment strategist, Savvy Advisors Inc.
Savvy Advisors Inc., a registered investment
adviser affiliated with Savvy
Wealth Inc., hired Marisa (Maya) Joelson
as a founding principal wealth manager and global investment
strategist in Washington, D.C.
Joelson joined Savvy after having worked as an adviser
at Perigon Wealth Management and Merrill Lynch. In 2017,
she founded Meta Point Advisors as her platform to share
thought leadership content related to current events and
their impact on the global market.
" 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, " Ritik Malhotra, co-founder and CEO of
Savvy Wealth, said in a statement.
" 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 she
will help us build a future where advice is seamlessly integrated,
personalized and centered on delivering extraordinary
client experiences. "
Hub International Adds
Renaissance Benefit Advisors
Ellen Lander, principal and
founder of Renaissance Benefit
Advisors Group, LLC.
Hub International Ltd. announced it has
acquired the assets of Renaissance Benefit
Advisors Group LLC. RBA, located in New
York City and Atlanta, is a retirement plan consulting and
institutional investment advisory firm. Founder Ellen
Lander and the RBA team will join Hub Mid-Atlantic. " We're
excited to be joining the Hub team, " Lander said in a statement.
" Hub shares our deep commitment to provide an
unsurpassed level of proactive service, and we're confident
that they're the right choice in supporting us and our clients
as we continue to grow. "
" The commitment of Ellen and the RBA team to being
a trusted fiduciary partner to their clients makes them an
excellent fit for Hub as we continue to grow our presence in
the Northeast, " said Joe DeNoyior, president of Hub Retirement
and Private Wealth, in a statement.
Retirement Advisor Council
Elects Board Members
FROM LEFT: Kelly Famiglietta,
partner in Charles
Stephen & Co. Inc., and
Amy Glynn, managing
partner and chief financial
wellness officer at
Viking Cove Institute.
Members of the Retirement Advisor Council elected Kelly
Famiglietta, a partner in Charles Stephen & Co. Inc. in Albuquerque,
New Mexico, to the board representing advisers.
" The pandemic profoundly affected the very nature of
work in the U.S. and, by extension, relationships between
employers and employees, " Famiglietta said in a statement.
" I would like to be at the forefront of our industry's
discussions of how qualified plans can adapt to this new
dynamic and continue to add value for both participants
and plan sponsors. "
In addition, Amy Glynn, managing partner and chief
financial wellness officer at Viking Cove Institute in Boston,
was elected as a board member representing practice
leaders. " RAC's membership is diverse and engaged, " said
Glynn in a statement. " We are positioned to help retirement
plan consultants expand their practices, scope and reach
while adding value and enhancing participant outcomes. "
CAPTRUST Adds Chief
Compliance Officer
Ann Leddy, chief compliance officer,
CAPTRUST.
Ann
Leddy
joined CAPTRUST
in
September and serves as chief compliance
officer, based in New York City. She leads
the firm's compliance department, which
is responsible for the firm's regulatory compliance program,
including designing and implementing policies, procedures
and controls to comply with applicable regulatory requirements;
monitoring and testing for adherence to those
controls; and furthering the firm's culture of compliance.
CAPTRUST's former chief compliance officer Denise
Buchanan remains at the firm as the senior director of
compliance.
Leddy has broad experience across the financial services
industry as a compliance leader and regulatory counsel.
Most recently, she led retail client experience compliance
at Vanguard and, before that, was global head of policies
and procedures and compliance training at BlackRock.
10 planadviser.com | Winter 2023 | Plan Management
http://www.planadviser.com
PLANADVISER - Winter 2023

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