Concurrent
Nate Lenz is a seasoned finance professional and entrepreneur with a significant background in advisory services. Since co-founding Concurrent in December 2016, Nate has served as CEO, focusing on empowering advisors with independence and resources for client engagement. Additionally, Nate is a partner at Lenz Insights, LLC, established in March 2023. Prior experience includes holding multiple roles at Raymond James Financial, Inc. from June 2011 to August 2016, culminating in the position of Vice President of Succession Planning & Acquisitions. Nate's career began with an internship at Credit Suisse as an Institutional Equities Sales and Trading Summer Analyst in 2010. Nate holds a Bachelor of Arts in Economics from Columbia University, where studies were completed in 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.