Concurrent Taps Seasoned Financial Services Leaders to Helm Recruitment and Next-Gen Talent Growth

Concurrent Taps Seasoned Financial Services Leaders to Helm Recruitment and Next-Gen Talent Growth

Business Wire

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TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), invested heavily in its long-term sustainability with the appointment of four key hires to focus on business development, organic growth programs, and the development of Concurrent’s next generation of financial professionals. Bo Ellison joins Concurrent as Chief Financial Officer; Joe Mooney joins as Managing Director, Advisor Engagement and

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