Concentric Private Wealth provides independent wealth management and financial planning services with a focus on behavioral advice. They are located in the Washington DC Metropolitan area and have clients throughout the United States.

Finance

Concentric Private Wealth

Katherine Liola

Rebecca Sanderson

Peter Daniels

Rick Marx

Beca Sanderson

The leadership team at Concentric Private Wealth has a history of working at various financial companies including Ameriprise Financial Services, Inc., Morgan Stanley, TIAA, JPMorgan Chase, and Davis Capital Advisors. They also have experience teaching at the Catholic Diocese of Arlington in Virginia. The team is well-educated, with degrees from Boston College and Hunter College in subjects like communications, philosophy, and German.

Leadership Team

CEO and Executive Team

Founding Team

Leadership Team

About

Team members

Other teams at Concentric Private Wealth

CEO and Executive Team

Founding Team