Our CEO & Co-Founder, Nate Lenz, joined Kelly Waltrich on the Don’t Do That podcast to discuss how Concurrent pairs platform and partnership, the rise of minority investments, and why we focus on outcomes over activity to help firms grow. Check out the full episode below.
Originally posted by Intention.ly.
Wednesday, October 29, 2025 | 4:00 PM Eastern Daylight Time How do you build a stable, independent practice? Brett Hina, Managing Partner at Cornerstone Private
https://youtu.be/aMdEAdiQ7H4?si=ci_wVEyBnldcPevm Big Tech has a track record of smashing Wall Street estimates, but questions are mounting over when massive AI investments will start to pay
Concurrent’s Managing Director of Practice Synergies & Enterprise Consulting Explains How Owner Advisors and Rising Leaders Should Think About and Plan for Succession By Jeff
We’re thrilled to celebrate Liz Lenz, Managing Director at Concurrent Investment Advisors, who has been recognized by InvestmentNews as one of the Rising Stars of
