When Jonathan Shenkman left his job at a large regional firm to start ParkBridge Wealth Management about three years ago, he figured it was the perfect time to do so. “I was old enough to have enough contacts but young enough that, if it didn’t work out, I could go back to work at a big firm,” he says.
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The Ascend 2025 Conference in Chicago, Illinois brought together Concurrent advisors, partners, and industry leaders from across the country for three days of learning, connection,
Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, today announced the launch of WealthSelect, a new investment platform developed by Concurrent Asset Management (“CAM”) to
Joe Mooney, Concurrent’s business development head, spoke about the firm’s recent hiring strategies and team selections that have fueled its steady growth. By Lilly Riddle
TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, continues to attract advisors across the industry, adding six new teams of 17
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