Tag : Danielle Delongchamp

Concorde Welcomes Independent Financial Advisor Ashley Romiti to Broker-Dealer Platform
Finance Investment Services News

Concorde Welcomes Independent Financial Advisor Ashley Romiti to Broker-Dealer Platform

PR Newswire
by PR Newswire0
Concorde announced that Ashley Romiti, founder and president of GCA 1031, has joined the firm’s broker-dealer, Concorde Investment Services. Romiti specializes in tax-advantaged investment strategies for real estate owners. “Ashley brings deep expertise in 1031 exchanges and real estate transition strategies, along with a disciplined, investor-first approach that aligns well with......
Concorde Investment Services Announces Adoption of AltsIllustrator™, a Powerful New Analytics Platform for Alternative Investments
Finance Investment Services News

Concorde Investment Services Announces Adoption of AltsIllustrator™, a Powerful New Analytics Platform for Alternative Investments

PR Newswire
by PR Newswire0
Concorde Investment Services, a leading independent broker-dealer and registered investment adviser platform serving financial advisors nationwide, announced the firmwide adoption of AltsIllustrator™, an innovative analytics and comparison platform developed by two financial advisors within the Concorde system. The new tool is now available to all Concorde-affiliated advisors to support deeper......
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