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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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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.

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