Joe M.

Chief Operating Officer at 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.

Location

Mount Pleasant, United States

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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.


Employees

51-200

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