Concurrent
Anthony Paul serves as the Managing Director at The Hamilton Group Wealth Management and a Financial Advisor with RJFS since November 2017. Anthony is also a Regional Partner at Concurrent Advisors, where the focus is on enhancing the client experience and supporting independent advisors. Prior to these roles, Anthony Paul held various positions at Morgan Stanley, where Anthony was the Executive Financial Services Director, and at Merrill Lynch, where Anthony tailored financial plans for affluent clients. Anthony Paul has a solid background in portfolio management from Charles Schwab and has held leadership roles, including Chairman of the Board at the Denver Film Society. Anthony Paul holds an M.A. in Counseling Psychology from the University of San Francisco and a B.A. in Psychology from the University of Nevada-Las Vegas.
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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 time with clients, and a community of like-minded advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.