Leah Bennett, Chief Investment Strategist at Concurrent Investment Advisors.
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August 27, 2026 by: Leo Almazora Chris Davitt and Anupam Singh bring institutional recruiting muscle to a firm built for advisors chasing equity and independence.
July 8, 2026 Concurrent, a fast-growing multi-custodial, hybrid registered investment advisor, said it has brought Maryland-based Potomac Financial Group onto its platform after the latter
