Ramin Abrams joins ConcurrentAdvisors

We’re pleased to welcome Ramin Abrams to the Concurrent platform as an independent Concurrent
Advisor!

Ramin Abrams embodies a dedication to empowering clients beyond mere financial gains. With a fervent belief in educating his clientele about the broader significance of wealth, Ramin fosters enduring relationships founded on trust and mutual understanding. Through capital preservation and tax-efficient strategies, he ensures that clients’ financial legacies last for generations to come. Ramin offers dynamic, adaptable financial plans that evolve in tandem with his clients’ changing needs and aspirations. Ramin’s practice is in New York, NY.

As an independent Concurrent advisor, Ramin and his clients gain access to the Concurrent platform. When a firm is powered by Concurrent, they can utilize our suite of services: compliance, supervision, operational support, investment due diligence, technology, as well as access to leading custodians, a
broker-dealer, and banking and trust services. We support advisors like Ramin so they can focus their attention on what’s most important – their clients.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.

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