Podcast: How Concurrent CEO Nate Lenz went from OSJ to Breakaway

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 swelled to $37bn in assets since its 2023 departure from the broker-dealer.

Fidelity’s $100 Million Custody Minimum: What Independent RIAs Should Consider Next

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$425M Advisor Team Creates RIA, Join Concurrent After Leaving RJF

September 21, 2026 – FA Staff A team of financial advisors managing more than $425 million in assets has left Raymond James Financial Services to

Agentic AI Reshapes How Advisors Plan Their 2027 Tech Budgets

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Here’s How Wealth Management Firms Put Private Capital to Use

rivate capital has become a core growth tool for wealth management firms. Flush with cash from private equity and other sources, registered investment advisors are