Concurrent Investment Advisors

Bo Ellison, CPA, our Chief Financial Officer, started at Concurrent earlier this year. With a strong background in the financial advisory industry, Bo is a great fit for our team. He’s always building new relationships, looking for growth opportunities, and is a true team player. His hardworking, outside-the-box thinking is helping take Concurrent to the next level every day!

We 💙our interns!

At Concurrent, we relish the opportunity to work with the next generation of financial professionals. On this National Intern Day we’re celebrating their hard work and energy.

👏Lilly Costigan, Business Development & Practice Synergies
👏Brooke Bucher, Operations
👏Jennifer Root, Finance
👏Blake Redd, CWAS
👏Dishant Shah, CWAS

🗣️Psst - Concurrent is on Instagram, too. Follow us for even more valuable insights, content, and connection.

https://www.instagram.com/concurrent_ia/

We're thrilled to share that our CEO and Founding Partner, Nate Lenz, is a finalist in the Wealth Management Industry Awards! He's in good company in the Individual RIA Firms CEO of the Year (for firms $20B or less AUM) category. We owe so much of our growth and success to Nate -- Concurrent simply wouldn't be where we are today without his vision, industry acumen, and entrepreneurial spirit.

From all of us at Concurrent, Happy Father's Day!

Today, we're celebrating the incredible Concurrent dads. We're proud to work with so many dedicated, hardworking fathers who are shaping the next generation.

Meet Neelab Naibkhyl, our Vice President of Marketing and Communications. She’s been an integral part of Concurrent since its inception and helped us transition to an independent RIA. She embodies our core values and champions our mission with dedication every day.

Our team had a blast celebrating at our first Ascend conference in Atlanta this past week. The conference was packed with great food, insightful sessions, and best of all, collaboration! Thank you to all who attended and made it such a success. We are always grateful for the opportunity to connect with our clients and partners and are already gearing up for next year. Stay tuned for more fun photos and videos!

In honor of Women’s History Month, we’re recognizing some of the outstanding female financial professionals in the Concurrent network. Meet Brittany Smith, Managing Partner at Wealth Partners Alliance in Dallas, Texas. She has over 13 years of experience in the financial advice industry, starting at a big company and breaking away to create WPA. We celebrate her professionalism and independence, and we’re proud to have her as part of the Concurrent family.

As a female leader on our team, our Chief Compliance Officer Courtney Haddad is an advocate for women joining the wealth management industry and taking control of their personal finances. Concurrent is stronger because of her voice.

Meet our VP of Operations, Jeremy Massullo. He has been in the finance industry for more than a decade and brings an innovative energy to the Concurrent team. He was with us through our transition to a hybrid, multi-custodial RIA, and remains dedicated to our mission to support advisors in elevating their clients' financial futures.

Happy Holidays, from our family at Concurrent!

We are deeply grateful to our clients and partners. May this festive time be filled with cherished moments, heartwarming memories, and prosperity.

Our holiday party in San Diego was a blast! Cheers to an amazing 2023 and to building even stronger relationships in 2024!

As our Managing Director of Business Development, Steve Bielke helps advisors build a successful independent private wealth management practice using the Concurrent platform. He has nearly 27 years of experience in the financial services industry and has helped hundreds of advisors experience the freedom and flexibility of serving clients their way.

From the Concurrent family to yours: Happy Thanksgiving! We're so grateful for your partnership and support.

Meet Courtney Haddad, Concurrent’s Chief Compliance Officer! With a 24-year career in the securities industry, Courtney has extensive experience as a financial advisor and in creating and implementing financial advisor compliance processes. Her expertise ensures that Concurrent platform offerings meet the business needs of advisors and regulatory requirements. We’re proud to have Courtney on our team!

Meet Casey Bates, Managing Director of Strategy and Growth at Concurrent. He's a growth expert with a proven track record of helping RIAs succeed.

With his vision, leadership, and industry expertise, Casey is helping us shape the future of Concurrent. We're lucky to have him on our team!

Just as the leaves change, so can your clients' financial futures. Let us help you plan for a prosperous autumn and beyond! 🍂 https://poweredbyconcurrent.com/

Meet Eddy Augsten, one of Concurrent’s Managing Directors. Eddy has made his career in the financial services industry acting as both a financial advisor and an advisor to advisors. He brings a deep knowledge of the financial planning industry and provides support and guidance across our organizations through his role at Concurrent.

Future Proof Festival was packed with valuable networking opportunities, exciting speakers, and inspiring ideas! We are excited to bring these insights back to our team and partners for future growth and innovation.

Concurrent offers a complete foundation of support for financial advisors as they create unique and personalized strategies for their clients. We're proud to work with advisory firms that share our vision of personalized client service and align with the vision we have for this industry's future. Learn More: https://poweredbyconcurrent.com/investors/

Meet Joe McQuaid, a Managing Director at Concurrent. With more than 22 years of experience in the financial services industry, Joe brings capability and entrepreneurial spirit to the Concurrent team. He knows that the power of a strong financial plan and powerful tech stack empowers individuals to thrive and achieve their goals. We are proud to have Joe’s experience and perspective on our team.

Happy Financial Awareness Day!

At Concurrent, our mission every day is to empower our advisors and their investors to make smart financial decisions to plan for a secure, prosperous future.

Meet our CEO and Founding Partner, Nate Lenz! He is passionate about partnering with advisors to help them realize their potential as entrepreneurs. Nate has a strong background in M&A, succession planning, and supporting financial advisors in navigating independence and technology. A 2022 Investment News 40 Under 40 honoree, he embodies a forward-thinking and growth mindset that powers Concurrent.