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FamilyWealthReport: Who’s Moving Where In Wealth Management?

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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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

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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.

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