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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