CEO, Founding Partner
Founding Partner, M&A
Founding Partner, Human Capital
Chief Compliance Officer
Managing Director, Chief Financial Officer
Chief Operations Officer
Managing Director, Investment Platform
Managing Director, Head of Business Development
Managing Director, Retirement Plan Services
Chief Investment Strategist
Managing Director, Practice Synergies & Enterprise Consulting
VP, Marketing & Communications
Managing Director, Operations
Chief of Staff
Managing Director, Concurrent Private Wealth
Business Development Officer, Central
Business Development Officer, Southeast
Business Development Officer, Southwest
Business Development Officer, Northwest
Regional Director, Business Development
Senior VP, Compliance
VP, Compliance Officer
VP, Centralized Wealth Advisory Services
VP, Alternative Investments
VP, Practice Synergies
VP, Investment Analytics
VP, Investment Sales
VP, Onboarding
VP, Business Systems
Senior Director, Operational Efficiency
Senior Director, Base Camp Operations
Director, Practice Synergies
Director, Institutional Sales
Director, Transitions
Director, Centralized Wealth Advisory Services
Director, Accounting
Director, Compliance
Director, Central Operations
Associate Director, Base Camp Operations
Associate Director, Onboarding
Associate Director, Human Capital
Associate Director, Central Operations
Associate Director, Compliance
Associate Director, Technology
Associate Director, Finance
Associate Director, Centralized Wealth Advisory Services
Associate Director, Investment Consultant
Associate Director, Investment Coordinator
Associate, Finance
Associate, Office & Event Coordinator
Associate, Billing
Associate, Onboarding
Associate, Marketing Graphic Designer
Associate, Client Service Associate
Associate, Technology
![DCP_0121[1080][5]](https://poweredbyconcurrent.com/wp-content/uploads/elementor/thumbs/DCP_012110805-e1721669145113-qrhu3gigbdqy5w38o1g95c138x8hvrxj48d3snapvs.jpg "DCP_0121[1080][5]")
![Rossi-21703-HiRes-FF Version 2[2]](https://poweredbyconcurrent.com/wp-content/uploads/elementor/thumbs/Rossi-21703-HiRes-FF-Version-22-qrhu20tbvhs6fc6c1x3ru72qkqbb4f8al4heeffde0.jpg "Rossi-21703-HiRes-FF Version 2[2]")
