Leah Bennett, chief investment strategist at Concurrent Investment Advisors, contributes to segment.
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
May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, recommends investing in real assets – such as precious metals
May 14, 2026 By: Ian Wenik Podcast: How Concurrent CEO Nate Lenz went from OSJ to breakaway Once affiliated with Raymond James, Lenz’s company has
