We’re thrilled to celebrate Liz Lenz, Managing Director at Concurrent Investment Advisors, who has been recognized by InvestmentNews as one of the Rising Stars of 2025 in the Best Wealth Managers & Advisors Under 40 in the USA.
Liz’s leadership, insight, and dedication to helping advisors build stronger businesses exemplify the best of Concurrent’s culture. Congratulations, Liz, on this well-deserved honor!
View the full list on InvestmentNews.
by Alex Ortolani, Senior Reporter, WealthManagement.com December 10, 2025 Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and
Dec 10, 2025 The firm added seven advisory teams in the fourth quarter and crossed $15B in assets under advisement, bringing the total AUM/AUA to
December 9, 2025 https://www.youtube.com/watch?v=1NL1lCkQE0s&t=620s Life transitions can push people into uncharted territory. Whether it’s a career change, moving to a new home, marriage, or retirement,
December 2, 2025 CLick here to Download the Report US wealth management appetite growing amid fund solution proliferation Wealth managers represent the fastest-growing investor segment
