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Concurrent Expands Their Leadership Team with Four Crucial Hires

April 25, 2024

FamilyWealthReport  reported that, we recently expanded our leadership by appointing four key executives: Bo Ellison as Chief Financial Officer, 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 appointments are aimed at bolstering our long-term financial sustainability, enhancing advisor recruitment, leading organic growth initiatives, and focusing on talent development and next-generation initiatives. Each executive brings a wealth of experience from prestigious prior roles at firms like Creative Planning, Fidelity, Wealth Enhancement Group, Goldman Sachs, and United Capital.

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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.

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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