TECHNOLOGY
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“ True disruption of the financial services market depends on combining technology with a first-rate leadership philosophy that puts true customercentricity at the heart of everything a company does ”
All MIT-trained PhDs , SAVVI ’ s executives synthesise their academic rigour , asset management skills and computational programming abilities into a distinct brand of financial planning which places the well-being of its clients as its supreme concern .
Gina Mourtzinou , Ph . D , Co-Founder and CEO , began her career as an engineer in Greece before moving to the US in the late ‘ 90s . In 2010 , after rising to Senior Portfolio Manager at Ameriprise Financial Solutions , Mourtzinou , along with long-term associate Dimitris Bertsimas , decided to regroup and independently tackle the subject of affordable and effective finance advice . “ By the time I left , I was managing USD $ 12bn ,” Mourtzinou explains . “ When we were considering what to do next , we decided it had to be something that made an