Concurrent
Betsy Meagher is an accomplished financial professional with extensive experience in institutional consulting and financial advising. Currently serving as a Partner at the BMR Retirement Group within Concurrent since April 2023, Betsy has previously held senior positions at Raymond James and Wells Fargo Advisors, focusing on institutional investing, financial planning, and portfolio management. With a background as Vice President of Retirement Services at Hantz Financial and District Manager at Ameriprise Financial Services, Betsy's expertise encompasses compliance, investment policy design, and the development of financial advisors. Betsy holds an MBA from Northwood University and a Bachelor of Arts in Economics from the University of Michigan.
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