Financial Advisor IQ: Concurrent Fills Out Leadership With Hires From Fidelity And Creative Planning

April 25, 2024

As reported in FinancialAdvisorIQ by Brianna Monsanto, Concurrent Investment Advisors has recently expanded our leadership team by hiring former executives from notable firms to support its growth and sustainability strategies. Here are the details of the new hires:

  • Bo Ellison: Appointed as Chief Financial Officer in January, Ellison previously served as a divisional controller of retirement services at Creative Planning. He is based in Kansas City, Missouri, and is responsible for supporting the firm’s long-term financial sustainability as a multi-custodial hybrid registered investment advisor. Ellison reports directly to Concurrent CEO, Nate Lenz.
  • Matthew Unger: Joined as Vice President and Head of Centralized Wealth Advisory Services in March, after roles at Goldman Sachs and United Capital, which was acquired by Goldman in 2019. Unger is tasked with strengthening talent development through our corporate solutions program and other initiatives. He is based in Dallas and reports to Managing Director of Strategy and Growth, Casey Bates.
  • Kerry McDermott: Recently took on the role of Vice President of Program Development, Strategy, and Growth. McDermott, who joined earlier this month, was previously a director of partnership development at Wealth Enhancement. Based in Huntington, New York, he reports to Bates and is focused on enhancing program development and strategic growth.
  • Joe Mooney: Appointed as Managing Director of Advisor Engagement and Enterprise Development in February, Mooney formerly managed the East Coast custody sales team at Fidelity. His role involves improving advisor recruitment and engagement strategies. Mooney is based in Philadelphia and reports to CEO, Nate Lenz.

These appointments are part of a broader effort to invest in the firm’s future, enhancing service for clients and support for advisors.


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