Executive appointment
Cedarstone Advisors
Cedarstone Advisors → Savant Wealth Management
What changed
Operations manager joins Savant as an employee as part of the Cedarstone practice move.
- Reported / discovered
- Oct 2, 2026
- Effective
- Not reported
- New role
- Operations manager
- Previous role
- Not reported
- Market
- Thousand Oaks, CA
- Reported book
- $213M
- Reported team size
- 3 people
- Named people
- 2
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
InvestmentNews ↗Oct 2, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 3, 2026Source evidence reconciled