Concurrent Continues to Hit Growth Projections, Adds Three New Advisors at the start of 2024

Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), continues to meet its growth projections, attracting three new advisors to its platform from Wells Fargo and Raymond James. Ramin Abrams, Sean O’Neill, and Glenn Holmes, collectively contribute $365 million in new assets under management to Concurrent’s $7.5 billion AUM with offices in New York, Florida, and Colorado.

Ramin Abrams and Glenn Holmes aligned with Concurrent to position their firms for continued growth while tapping into the platform’s multi-custodial offerings, modern technology, and operational support team. Both advisors are launching new offices, with Holmes’ T7 Legacy focusing on strategic financial planning for corporate executives and business owners in the Southeast and Abrams adopting the Concurrent Advisors brand in New York to offer wealth and investment management, financial planning, and multi-family generational planning.

In addition to building their flagship businesses under Concurrent’s wing, advisors can also join existing Concurrent partner firms. Sean O’Neill has joined Legacy Wealth Partners, a Denver-based firm already well established in the Concurrent network. O’Neill serves pre-retirees, retirees, and their families. Joining Concurrent will give his clients access to improved services with a fiduciary focus. O’Neill was drawn to the ability to maintain his independence, having departed Raymond James Financial Services, and Concurrent’s track record of successful transitions, wider array of investment solutions, and a collaborative compliance department allowing him to expand his marketing efforts.

“Working closely with our advisors, we are not just building firms, we are equipping them to evolve with the needs of their clients. Adding Glenn, Rahim, and Sean to our team is a testament to our commitment to elevate the client experience and proactively meet the needs of a new generation of advisors and clients,” said Concurrent CEO and co-founder Nate Lenz. “I am proud of our team’s milestones over the last year and will continue to equip independent advisors with the innovative tools that will propel their practices to the next level.”

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