Leah Bennett, Chief Investment Strategist at Concurrent Investment Advisors.
June 9, 2026 by: Tom Burroughes While the influx of private equity money into the North American wealth management sector is a well known one,
June 4, 2026 by: Christopher C. Williams One year after breaking away from wirehouse Morgan Stanley to join Tampa, Fla.-based Concurrent Investment Advisors network, Crownmark
May 20, 2026 By: WSR Newsroom Family Office’ AI Risk, Custodian Conferences And Storytelling for M&A Plus Our Wealthtech and Deals & Recruiting Roundups,
May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, said thast Friday’s jump in benchmark Treasury yields particularly impacts
