Newly formed position created to assist in the strategic direction of the firm, talent expansion and development
ROCKFORD, Ill. (Oct. 7, 2020) – To continue building a best-in-class advisory and support team, Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, today announced that Katie Calagui has joined its team as chief people officer (CPO). As a newly formed and important position for Savant, the CPO will lead talent recruitment, retention, leadership development and training, and other initiatives to meet client needs, and support Savant’s overall business plan and strategic direction.
Calagui has more than 10 years of experience in the wealth management industry, serving in various roles such as financial advisor, director of corporate strategies, chief executive officer, and most recently, chief talent officer at Wipfli Financial. While at Wipfli, Calagui led the talent department and its overall strategy and organizational structure. In her role, she also was responsible for managing the firm’s recruitment, hiring, and learning and development initiatives, and enhancing employee experience.
As CPO with Savant, Calagui will focus on meeting and supporting the ever-changing needs of clients by recruiting, retaining, and developing staff, in addition to focusing on Savant’s firmwide culture and diversity and inclusion initiatives. Calagui will serve as a key contributor on the Executive Team, lead the Savant Human Capital Committee, and participate in the firm’s Advisory Leadership Team. She also will oversee Savant’s human resource department.
The CPO role will be especially important as Savant continues to grow via its M&A strategy. As the HR and talent development responsibilities evolve and continue to expand, Calagui will help ensure the team – new and existing – has the support to best serve clients.
“We are thrilled to announce Katie has joined Team Savant as chief people officer,” said Brent Brodeski, CEO of Savant. “As we continue to hire the best and brightest talent, Katie will be a strategic partner in how we recruit and develop talent and will serve as a mentor and trusted partner within the firm. Her expertise, mindset, and people skills will help enhance the strategic direction in which we are headed.”
“I am very excited to be part of the Savant team,” said Calagui. “I believe in Savant’s values, vision, and growth strategies and look forward to helping to continue to build a best-in-class team.”
As Calagui leads advisor recruitment efforts and creates exceptional onboarding and development experiences for newly hired advisors, she also will promote lifelong learning and opportunities for staff to develop and grow.
Calagui joined Team Savant on Oct. 1. For more information about Savant Wealth Management, visit savantwealth.com.
About Savant Wealth Management
Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.3 billion in assets under management. Savant Wealth Management offers investment management, financial planning, retirement plan, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.