Concurrent
Casey Bates is a seasoned financial professional with extensive experience in strategic growth and integration within the wealth management sector. Currently serving as Managing Director of Strategy & Growth at Concurrent since April 2023, Casey empowers advisors to operate independently while optimizing their client relationships. Prior experience includes a role as Vice President at Goldman Sachs Personal Financial Management, where Casey successfully integrated United Capital following its acquisition and devised impactful growth initiatives. During a notable 15-year tenure at United Capital Financial Advisers, Casey contributed to the firm's transformation from a small RIA to a prominent wealth management entity, significantly increasing assets under management from $500 million to $25 billion. Additional roles in operations and management at Wash Guru further highlight Casey's diverse expertise. Education includes a Bachelor of Business Administration in Finance from Texas A&M University-Corpus Christi and a Master of Science in Financial Planning from East Texas A&M University.
This person is not in any teams
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.