Concurrent Continues to Hit Growth Projections, Adds Three New Advisors at the start of 2024

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Concurrent Investment Advisors , LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), continues to meet its growth projections, attracting three new advisors to its platform from Wells Fargo and Raymond James.

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Provider: 
Business Wire, Inc.Business Wire, Inc.
Retrieved on: 
Wednesday, March 13, 2024
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Tags: 
Consulting, Asset Management, Professional Services, Finance, Wells Fargo, Marketing, Growth, Concurrency, Financial adviser
Geotags: 
UNITED STATES, NORTH AMERICA, FLORIDA, COLORADO, NEW YORK
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Organisation: 
CONCURRENT INVESTMENT ADVISORS, CONCURRENT INVESTMENT ADVISORS, LLC, CONCURRENT
Summary
Key Points: 
  • Concurrent Investment Advisors , LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), continues to meet its growth projections, attracting three new advisors to its platform from Wells Fargo and Raymond James.
  • Ramin Abrams and Glenn Holmes aligned with Concurrent to position their firms for continued growth while tapping into the platform’s multi-custodial offerings, modern technology, and operational support team.
  • In addition to building their flagship businesses under Concurrent’s wing, advisors can also join existing Concurrent partner firms.
  • Sean O’Neill has joined Legacy Wealth Partners, a Denver-based firm already well established in the Concurrent network.


Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), continues to meet its growth projections, attracting three new advisors to its platform from Wells Fargo and Raymond James. Ramin Abrams, Sean O’Neill, and Glenn Holmes, collectively contribute $365 million in new assets under management to Concurrent’s $7.5 billion AUM with offices in New York, Florida, and Colorado.

Ramin Abrams and Glenn Holmes aligned with Concurrent to position their firms for continued growth while tapping into the platform’s multi-custodial offerings, modern technology, and operational support team. Both advisors are launching new offices, with Holmes’ T7 Legacy focusing on strategic financial planning for corporate executives and business owners in the Southeast and Abrams adopting the Concurrent Advisors brand in New York to offer wealth and investment management, financial planning, and multi-family generational planning.

In addition to building their flagship businesses under Concurrent’s wing, advisors can also join existing Concurrent partner firms. Sean O’Neill has joined Legacy Wealth Partners, a Denver-based firm already well established in the Concurrent network. O’Neill serves pre-retirees, retirees, and their families. Joining Concurrent will give his clients access to improved services with a fiduciary focus. O’Neill was drawn to the ability to maintain his independence, having departed Raymond James Financial Services, and Concurrent’s track record of successful transitions, wider array of investment solutions, and a collaborative compliance department allowing him to expand his marketing efforts.

“Working closely with our advisors, we are not just building firms, we are equipping them to evolve with the needs of their clients. Adding Glenn, Rahim, and Sean to our team is a testament to our commitment to elevate the client experience and proactively meet the needs of a new generation of advisors and clients,” said Concurrent CEO and co-founder Nate Lenz. “I am proud of our team's milestones over the last year and will continue to equip independent advisors with the innovative tools that will propel their practices to the next level.”

About Concurrent

Concurrent is a multi-custodial, hybrid registered investment adviser (RIA) created to give independent advisors all the resources they need to grow their businesses and adapt to the evolving financial needs of their clients. Headquartered in Tampa, Florida, Concurrent was established in 2017 by former advisors, business owners and industry leaders to cultivate a national network of independent providers of unbiased, fiduciary advice.

Through a partnership with Merchant, Concurrent offers its advisors strategic resources, full operational support, and opportunities to align through shared equity and mutual success. Independence and collaboration are central to Concurrent’s ethos, as advisors maintain their autonomy and unique value while sharing best practices and best-in-breed technology to grow as entrepreneurs.

To learn more about Concurrent, visit www.poweredbyconcurrent.com.

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