Savvy
Steven Cherucheril is an accomplished professional with a strong background in mergers and acquisitions. Currently serving as Chief of Staff at Savvy Wealth, Steven has previously worked at Thrasio, where roles included Manager and Associate in M&A. Prior experience also includes a consulting position in Mergers & Acquisitions at West Monroe. Steven holds a degree in Industrial Engineering from the University of Minnesota, where served as Class Speaker, and has also studied at The Hong Kong University of Science and Technology.
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Savvy
Savvy is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with our software to make them dramatically more efficient and support more clients without adding additional headcount.