Associated tags: Concurrency, RIA, Professional Services, Finance, Consulting, Financial adviser, Asset Management, Other Professional Services, Fidelity
Locations: UNITED STATES, NORTH AMERICA, FLORIDA, LOUISIANA, NEW JERSEY, VIRGINIA BEACH, VIRGINIA, SOUTH CAROLINA, GEORGIA
Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, welcomes The Wealth Stewards to its growing network of aligned, independent financial advisory firms.
Key Points:
- Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, welcomes The Wealth Stewards to its growing network of aligned, independent financial advisory firms.
- Jeff Breese and Brent Mekosh, managing partners of The Wealth Stewards, merged their two Arizona-based practices as part of their move to the Concurrent platform.
- “Jeff and Brent are exactly the caliber of advisor we built Concurrent to support,” said Nate Lenz, CEO of Concurrent.
- “The Wealth Stewards stand out because of the genuine bond between Jeff and Brent and the caliber of service they offer their clients.
Retrieved on:
Wednesday, April 24, 2024
Professional Services,
Other Professional Services,
Human Resources,
Finance,
Asset Management,
Consulting,
Accounting,
Goldman Sachs,
Concurrency,
EY,
Creative Planning,
Fidelity,
RIA,
Three-sector model,
Risk management,
Financial adviser Bo Ellison joins Concurrent as Chief Financial Officer; Joe Mooney joins as Managing Director, Advisor Engagement and Enterprise Development; Kerry McDermott joins as VP, Program Development, Strategy, & Growth; and Matthew Unger joins as VP, Head of Centralized Wealth Advisory Services.
Key Points:
- Bo Ellison joins Concurrent as Chief Financial Officer; Joe Mooney joins as Managing Director, Advisor Engagement and Enterprise Development; Kerry McDermott joins as VP, Program Development, Strategy, & Growth; and Matthew Unger joins as VP, Head of Centralized Wealth Advisory Services.
- Concurrent has notched $2 billion in new assets since its launch as an RIA last May.
- The firm’s investment in growth leaders demonstrates an intense focus on opportunities for professional growth and succession, as well as the supporting services that will preserve Concurrent’s relevance and dynamism in the years to come.
- “We’re not immune to the demographic issues our industry faces,” said Nate Lenz, CEO of Concurrent.
Retrieved on:
Wednesday, March 13, 2024
Concurrent Investment Advisors , LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), continues to meet its growth projections, attracting three new advisors to its platform from Wells Fargo and Raymond James.
Key Points:
- Concurrent Investment Advisors , LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), continues to meet its growth projections, attracting three new advisors to its platform from Wells Fargo and Raymond James.
- Ramin Abrams and Glenn Holmes aligned with Concurrent to position their firms for continued growth while tapping into the platform’s multi-custodial offerings, modern technology, and operational support team.
- In addition to building their flagship businesses under Concurrent’s wing, advisors can also join existing Concurrent partner firms.
- Sean O’Neill has joined Legacy Wealth Partners, a Denver-based firm already well established in the Concurrent network.
Retrieved on:
Wednesday, October 18, 2023
Banking,
Asset Management,
Professional Services,
Finance,
Goldman Sachs Personal Financial Management,
RIA,
AUM,
Wealth management,
Growth,
Concurrency,
Fidelity,
Bruise,
LPL Financial,
Financial adviser,
Construction After a year of difficult work, Concurrent has delivered on its promises to its advisors and their clients.
Key Points:
- After a year of difficult work, Concurrent has delivered on its promises to its advisors and their clients.
- Since its relaunch earlier this year , Concurrent has expanded its platform to integrate the custodial solutions of Schwab Advisor Services.
- Concurrent welcomed a wave of new advisor teams and recruits for existing Concurrent offices, collectively representing more than $1 billion in assets under management (AUM).
- But the new momentum and success our teams have already earned has validated the effort we put into making the best version of Concurrent yet.
Retrieved on:
Wednesday, October 11, 2023
Finance,
Consulting,
Professional Services,
Other Professional Services,
Asset Management,
Partnership,
RIA,
Growth,
Attention,
Concurrency,
Financial adviser Marking the first step in a major expansion in the Southeast, Concurrent, a multi-custodial, hybrid RIA, partners with Lumature Wealth Partners , a team of independent advisors managing over $700 million in assets.
Key Points:
- Marking the first step in a major expansion in the Southeast, Concurrent, a multi-custodial, hybrid RIA, partners with Lumature Wealth Partners , a team of independent advisors managing over $700 million in assets.
- “We strive to give our clients the best financial advice, not just the best option within a limited set of tools,” said Ross Ramsey, CFP® Professional and Founding Partner of Lumature Wealth Partners.
- The collaborative nature of Concurrent also unlocks access to unique specialties, resources, and best practices shared among Concurrent’s growing network of independent advisor teams, positioning Lumature for long-term growth.
- Additionally, Lumature can now draw on Concurrent’s robust operational support team, freeing them to devote more time and attention to clients.
Finance,
Consulting,
Professional Services,
Other Professional Services,
Asset Management,
Diamond,
Partnership,
Culture,
Concurrency,
RIA,
Merchant,
Research,
History,
Growth,
Columbia Associates,
Amerindo Investment Advisors,
Fidelity,
Financial adviser Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”).
Key Points:
- Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”).
- These flagship groups account for over $440 million in new assets under management on the Concurrent RIA platform.
- Since that time, Concurrent selected Fidelity as its first custodial partner in November 2022, and has added key leadership to advance the firm’s forward-looking strategy.
- “We invite advisors who share this vision to connect with us and help build the path forward.”
