In this episode of TALKENOMICS, David Montgomery, Managing Director of Retirement Plan Services at Concurrent, joins Adam Shapiro for a timely conversation on how investors
David Patchen will support the firm’s development of highly-customized consultative services. TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”),
The Ascend 2025 Conference in Chicago, Illinois brought together Concurrent advisors, partners, and industry leaders from across the country for three days of learning, connection,
Despite costs and litigation risks, some rising advisors are bootstrapping their own practices. When Jonathan Shenkman left his job at a large regional firm to
Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, today announced the launch of WealthSelect, a new investment platform developed by Concurrent Asset Management (“CAM”) to
Joe Mooney, Concurrent’s business development head, spoke about the firm’s recent hiring strategies and team selections that have fueled its steady growth. By Lilly Riddle
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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