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Mastering Entrepreneurial Finances with Erich Yost EP1
Manage episode 400960620 series 3553351
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Erich Yost on Linkedin - www.linkedin.com/in/erich-yost-cfa-7a93051a
Erich Yost is a Principal Wealth Manager at Savvy Wealth, a innovative wealth management firm using proprietary technology to help advisors deliver a modern experience to their clients. Savvy was established in 2021 and is backed by two leading venture capital firms, Thrive Capital and Index Capital, along with several other industry experts.
Erich is a CFA® charterholder and brings 12+ years of ultra high net worth family investment management experience to Savvy. Previously, he was a key member of a Veritable team managing $2.5B for client families. He enjoys solving complex financial issues and aims to ensure his clients’ families are well positioned for financial success into the future by actively engaging with the next generation.
He lives in Media with his wife, young son and rescue dog. When he’s not helping clients, he can be found chasing down his energetic son, engaging in his lifelong goal of improving his golf game or staying fit.
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