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InvestmentNews: Concurrent Invests In Tomorrow With Leadership Hires

April 24, 2024

Leo Almazora of InvestmentNews reported that Concurrent has recently enhanced our leadership team by adding four seasoned professionals, aiming to bolster its commitment to growth and succession planning. Our firm, which launched as a Registered Investment Advisor (RIA) in May of 2023, has seen significant expansion, accumulating $2 billion in new assets. This strategic move to recruit top-tier talent underscores our dedication to nurturing professional development and addressing the industry’s pressing need for a robust succession strategy, ensuring its relevance and vitality in the future.

The newly appointed leaders bring a wealth of experience to the firm, each poised to make substantial contributions. Bo Ellison steps in as the Chief Financial Officer, leveraging his extensive background in financial management to enhance the firm’s long-term financial health. Joe Mooney, with over two decades in business development, will lead as the Managing Director, focusing on advisor engagement and recruitment. Kerry McDermott will serve as Vice President of Program Development, Strategy, & Growth, tasked with driving organic growth initiatives. Additionally, Matthew Unger has been named Vice President and Head of Centralized Wealth Advisory Services, where he will be instrumental in cultivating the next generation of financial professionals at Concurrent. These strategic appointments reflect our proactive approach to supporting both their clients and their advisors well into the future.

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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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