Concurrent
Joe M. is an experienced financial services professional currently serving as Managing Director at Concurrent since May 2023, where the focus is on empowering advisors with independence and resources. Joe is also a Founding Partner at Imprint Wealth and the Founder of Ascend Consulting, providing business development and consulting services since June 2017. Previous roles include Managing Director positions at Pacer ETFs and Morgan Creek Capital Management, as well as Regional Vice President at Guggenheim Partners. Joe began their career as a Financial Advisor at Prudential Securities and held several key managerial roles at New York Life Investments and JW Seligman. Joe is an alumnus of New York University.
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