Client Login
Advisor Login

Concurrent Hires CFO from Creative Planning In Addition To Three More Executives

April 24, 2024

As reported in CityWire by Andrew Foerch, Concurrent Investment Advisors has recently expanded our executive team, appointing Bo Ellison as the new Chief Financial Officer. Ellison’s previous role was divisional controller of retirement services at Creative Planning, which he joined in 2022 following its acquisition of Lockton’s $110B 401(k) business.

We also welcomed Joe Mooney as Managing Director of Advisor Engagement and Enterprise Development, Kerry McDermott as Vice President of Program Development, Strategy and Growth, and Matthew Unger as Vice President and Head of Centralized Wealth Advisory Services. These new hires mark a significant bolstering of our leadership team, aimed at enhancing recruitment, growth initiatives, and advisor talent development within the firm.

This strategic strengthening of its leadership team aligns with our transformation from a super-office of supervisory jurisdiction within the Raymond James network to an independent entity providing middle- and back-office services. Since officially becoming a standalone Registered Investment Advisor (RIA) in May 2023, we have established custodial relationships with Fidelity and Charles Schwab and collaborated with technology providers like Practifi, Black Diamond, and SmartX. CEO, Nate Lenz, highlighted the initiative as a proactive approach to addressing demographic challenges in the industry and preparing the company for future sustainability. As of our last reporting, Concurrent manages approximately $6.3 billion in assets under management, with $4.7 billion of that managed on a discretionary basis.

Share

More Posts

The Wealth Stewards Aligns with Concurrent

TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, welcomes The Wealth Stewards to its growing network of aligned, independent financial advisory firms. Jeff Breese and

Linkedin Facebook Instagram

Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.

These materials have been independently produced by Concurrent. Concurrent is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Concurrent provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company unaffiliated with Concurrent Investment Advisors LLC (“Concurrent”). Fidelity is a service provider to Concurrent. There is no form of legal partnership, agency affiliation, or similar relationship between Concurrent and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1077692.1.0