A Year in Markets: Lessons, Insights, and What Comes Next
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Join us for a live conversation featuring our Chief Investment Officer, Anshul Sharma, as he shares insights on what shaped the markets this year and what investors should keep in mind as we approach year-end.
2025 in Focus: Markets posted steady gains, supported by strong corporate earnings and easing inflation.
Despite Headwinds: Growth persisted amid shifting policies and geopolitical uncertainty.
Looking Ahead: As conditions stabilize, we’re monitoring global demand trends shaping the next market cycle.
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What You’ll Learn
To help you more confidently answer yes, Savvy CEO Ritik Malhotra is talking with one of the country’s few certified retirement coaches and author of Your Retirement Quest: 10 Secrets For Creating and Living a Fulfilling Retirement, Keith Lawrence. With Ritik’s personal retirement journey bolstered by the sale of two companies along with Keith’s decades of experience coaching for retirement, they’ll both explore the essential components of creating a successful path to retirement.
2025 in Focus: Markets posted steady gains, supported by strong corporate earnings and easing inflation.
Despite Headwinds: Growth persisted amid shifting policies and geopolitical uncertainty.
Looking Ahead: As conditions stabilize, we’re monitoring global demand trends shaping the next market cycle.
Anshul Sharma
Chief Investment Officer
Anshul Sharma is Chief Investment Officer at Savvy Wealth, where he oversees the firm’s investment strategy, portfolio design, and platform innovation. He partners across product, marketing, and operations teams to deliver portfolios that take a methodological approach to balance customization with scalability for advisors and their clients.
Before joining Savvy, Anshul spent nearly two decades at Bank of America, where he managed the Chief Investment Office’s Sustainable Model Portfolio Suite, launched new proprietary offerings, and, as Head of Alternative Investment Strategy, provided guidance and thought leadership to advisors around hedge fund, private market, and real asset strategies. He began his career as an Investment Strategist at U.S. Trust, designing multi-asset portfolios for high-net-worth and institutional clients.
Anshul holds a Master of Financial Engineering from UC Berkeley and a Bachelor of Computer Engineering from Lehigh University. Outside of work, he is an avid tennis player, enjoys time with his wife, two sons, and their Bernedoodle, and is an auto enthusiast who loves cooking and travel.