Concurrent VP Jeremy Massullo Featured on The COO Roundtable Podcast
In an episode of The COO Roundtable, our own Jeremy Massullo, Concurrent’s very first employee, joins Matt Sonnen alongside Dr. Jordan Hutchison of RFG Advisory.
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Concurrent Introduces Bespoke Alternative Assets Platform For High-Net-Worth Clients
Custom-built alts program creates one entry point for institutional-quality portfolios TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, launches its enterprise-grade alternative
Concurrent Advisor Ramin Abrams Succeeds With Millennials and Gen Z
At Concurrent, we’re proud to work alongside advisors like Ramin Abrams, who has carved out a unique niche in wealth management, focusing on high-earning millennials
Concurrent CEO Nate Lenz Featured on RIA Edge Podcast
Nate Lenz, our CEO and Co-Founder, was recently interviewed on the RIA Edge podcast. He shared how Concurrent helps independent financial advisors grow while maintaining
Concurrent Looks to Revive Hedge Fund Allocation
Concurrent Investment Advisors, as recently highlighted on With. Intelligence, is renewing our focus on hedge fund allocations, reflecting concerns over the growing concentration in public markets.
Concurrent Eyeing Sector-Specific Middle-Market Funds
Concurrent Investment Advisors was recently featured on With. Intelligence. In the article, we shared our upcoming expanding focus on sector-specific middle-market funds to enhance our
