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.

Adjusted for Risk Podcast: Concurrent CEO on Nextgen Advisors, AI

by Ryan Nauman, Market Strategist, Zephyr August 10, 2026 Host Ryan Nauman interviews Concurrent CEO Nate Lenz on AI as productivity and entrepreneurship enabler, and

Worst Money Mistakes People Make, According to Financial Advisors

August 12, 2026 By: Steve Garmhausen Is money the last taboo subject? A failure to talk about family money—what will become of it, and what’s

Ex-Raymond James duo Launch Proxima on Concurrent’s Platform

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.

Former Raymond James Practice In Md. With $750M Joins Concurrent Platform

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