WealthManagement.com: Concurrent Shifts Into ‘Growth Mode’ with Four Industry Hires

April 24, 2024

As reported in WealthManagement.com by Ali Hibbs, Concurrent is shifting into “growth mode” as we mark almost a year since our transition from an office of supervisory jurisdiction under Raymond James. Our recent strategic hires from well-known RIAs and institutions underscore our commitment to accelerated growth and enhanced advisor services.

CEO, Nate Lenz, emphasizes the importance of this shift, stating, “We’re back on our front foot. We’re back in growth mode and these are all the areas we’re tackling… We intend to continue our run of inorganic growth and doing minority equity buy-ins as well as full acquisitions.”

Bo Ellison, who joins as our Managing Director, Chief Financial Officer, brings valuable experience from his previous role at Creative Planning.

Similarly, Joe Mooney, our new Managing Director, Advisor Engagement and Enterprise Development, is tasked with leading advisor engagement and enterprise development, and will leverage his extensive background in business development from Fidelity.

Our commitment to talent development is also underscored in the creation of a centralized planning team led by Matthew Unger, our new VP, Head of Centralized Wealth Advisory Services. This team not only provides support for advisor/clients but also serves as a lead generation channel and talent development pipeline.

Kerry McDermott, who most recently served as a director of partnership development at Wealth Enhancement, also joins us as Vice President of Program Development, Strategy and Growth.


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