Podcast: How Concurrent CEO Nate Lenz went from OSJ to Breakaway

May 14, 2026

By: Ian Wenik

Podcast: How Concurrent CEO Nate Lenz went from OSJ to breakaway

Once affiliated with Raymond James, Lenz’s company has swelled to $37bn in assets since its 2023 departure from the broker-dealer.

Family Offices’ AI Risk, Custodian Conferences And Storytelling For M&A

May 20, 2026 By: WSR Newsroom Family Office’ AI Risk, Custodian Conferences And Storytelling for M&A Plus Our Wealthtech and Deals & Recruiting Roundups,

Leah Bennett on Reuters: Bond yield spike hits mortgages, small caps

May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, said thast Friday’s jump in benchmark Treasury yields particularly impacts

Leah Bennett on Reuters: Gold, real estate attractive as market rally likely wanes

May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, recommends investing in real assets – such as precious metals

Leah Bennett on Reuters: Wall Street ends lower on mounting inflation worries

May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, contributes to segment.