From marathons to Madison Square Garden, Ramin Abrams brings the same passion to wealth advising as he does to music and performance. In this episode of the Aligned Money Show, he talks about balancing short-term enjoyment with long-term planning, the emotional side of money, and how having the right partner can help you stay grounded through it all.
Watch the full interview below.
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,
Despite costs and litigation risks, some rising advisors are bootstrapping their own practices. When Jonathan Shenkman left his job at a large regional firm to
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
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