Concurrent
Matthew Unger, CFP®, CLTC, currently serves as the VP and Head of Centralized Wealth Advisory Services at Concurrent since April 2024. Prior to this role, Matthew held the position of Vice President at Goldman Sachs from July 2019 to April 2024, focusing on investment advisory services through United Capital Financial Advisers, LLC. Matthew's experience includes roles as a Risk Management Wealth Adviser at Cetera Advisor Networks LLC from November 2017 to July 2020, and at United Capital from October 2016 to July 2019. Additionally, Matthew worked as a Senior Guidance Specialist at Girard Securities from November 2016 to November 2017, and as a Financial Consultant at AXA Advisors from August 2011 to October 2016. Matthew earned a Bachelor of Business Administration in Finance, with an Investment Management Track and a Minor in Accounting, from the Texas McCombs School of Business between 2008 and 2011.
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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.