Concurrent
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Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their... Read more
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Nate Lenz
Co-Founder and CEO
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Bo Ellison
Chief Financial Officer
Courtney Haddad
Chief Compliance Officer
Ashley Chaffin
Chief Of Staff
Joe M.
Chief Operating Officer
Anthony David
Managing Director / Private Wealth
Eddy Augsten
President, Investments
Gregory Walt
In-house Counsel
Romain Dawkins
Human Capital Director