January 14, 2025
At Concurrent, we know that endurance is key—not only in achieving personal goals but also in building a successful wealth management platform. In his recent interview with FinancialPlanning, our Managing Director of Platform Solutions and Advisor Experience, Joe McQuaid, shares how his professional and personal mindset exemplify this value. From his plans to complete the six world marathon majors and scale the Seven Summits, to his 20-plus years of experience in the financial services industry, Joe understands the importance of stamina and strategy. After founding and scaling Imprint Wealth to nearly $1 billion in AUM, he brought his expertise to Concurrent, where we now manage over $10 billion in AUM with 106 advisors across 48 teams.
Joe’s commitment to operational excellence and technological innovation is instrumental to our advisors’ success. At Concurrent, he guides teams in integrating powerful tech tools into their practices, ensuring they have the infrastructure needed to thrive in a competitive landscape. Currently, Joe is spearheading the development of a data lakehouse—a cutting-edge platform that combines the raw data capacity of a lake with the organization of a warehouse. This innovation allows for secure, efficient storage and analysis of complex data, empowering our advisors to deliver an exceptional client experience. For us, going the distance means continually evolving to support our advisors and their clients every step of the way.
Read the whole article here.