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.
May 13, 2026 Inflation fears weigh on Wall Street Leah Bennett Chief Investment Strategist at Concurrent Asset Management in Dallas, Texas, says that a big
May 12, 2026 By: Ian Wenik Merchant Investment Management-backed Concurrent Investment Advisors has brought over an advisory team from Raymond James which it says previously
$1.2B Team Leaves Raymond James to Launch With RIA Concurrent By: Alex Ortolani May 12, 2026 The $1.2 billion advisory team left Raymond James to
Team That Oversaw $1.2B At Raymond James Launches Independent Firm With Concurrent May 12, 2026 – FA Staff A team of Raymond James advisors that
