Concurrent


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

Employees

51-200

Links


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Casey Bates
Managing Director, Strategy & Growth
Bo Ellison
Chief Financial Officer
Courtney Haddad
Chief Compliance Officer
Jeremy Massullo
Managing Director, Operations
Ashley Chaffin
Chief Of Staff
Eddy Augsten
Managing Director, Head Of Investments
Joe M.
Chief Operating Officer

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