Tag : Managing Director and Head of Business Development

Concurrent Expands Advisor Network with Benchmark Financial Advisors, Foreman Financial, and Four Additional Advisors
Finance Investments News

Concurrent Expands Advisor Network with Benchmark Financial Advisors, Foreman Financial, and Four Additional Advisors

Business Wire
New partnerships bring more than $1 billion in assets under management, reflecting continued momentum across Concurrent’s independent platform Concurrent Investment Advisors, LLC (“Concurrent”), a leading independent registered investment adviser (RIA) platform, announced the addition of Benchmark Financial Advisors, LLC (“Benchmark”), Foreman Financial (“Foreman”), and four additional advisors to its network.......
Concurrent Investment Advisors Welcomes Winstone Wealth Partners
Finance Investment Services News

Concurrent Investment Advisors Welcomes Winstone Wealth Partners

Business Wire
Winstone taps Concurrent to support long-term growth and elevate the client experience Concurrent Investment Advisors, LLC (“Concurrent”), a leading independent registered investment adviser (RIA) platform, announced the addition of Winstone Wealth Partners (Winstone), bringing over $425 million in assets under management (AUM). The partnership builds on the platform’s momentum through......
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