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.
Watch Here: citywire.com
Podcast: How Concurrent CEO Nate Lenz went from OSJ to Breakaway
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