Hunter Stewart

Associate Director Of Finance at Concurrent

Hunter Stewart is an Associate Director of Finance at Concurrent since January 2022, specializing in advisor compensation, minority equity deals, internal accounting, and budgeting. Previously, Hunter served as a Financial and M&A Analyst, focusing on mergers and acquisitions of financial advisory businesses and contributing to the billing process for a new RIA. Hunter's experience also includes internships at Florida Financial Advisors and Linder Industrial Machinery Company, where responsibilities included portfolio and tax planning and improving accounts payable processes. Additionally, Hunter held the position of Vice President Finance for both the Interfraternity Council and Zeta Beta Tau chapter at the University of Tampa, overseeing budgeting and payment collections. Hunter earned a Bachelor's degree in Finance from the University of Tampa, following a year at Marion Military Institute.

Location

Tampa, United States

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices


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.


Employees

51-200

Links