In an episode of The COO Roundtable, our own Jeremy Massullo, Concurrent’s very first employee, joins Matt Sonnen alongside Dr. Jordan Hutchison of RFG Advisory. Jeremy, now VP of Base Camp Operations, reflects on his journey since joining Concurrent seven years ago, when the firm was just beginning as an OSJ on Raymond James’ platform. Throughout the episode, Jeremy and Dr. Hutchison dive into the operational challenges that RIAs face—from centralizing services and hiring new operations staff to managing technology vendor selection and combating “shiny object syndrome.”
In their discussion, Jeremy shares insights into Concurrent’s mission to build a scalable, shared infrastructure for our advisors, while preserving their individual autonomy. He also highlights how we take on non-differentiating tasks, allowing advisors to focus more fully on their client relationships and growth goals. Tune in to hear more about how we’re empowering advisors by tackling change management and ensuring clean data flow, all in support of their success.
