Concurrent Investment Advisors has expanded its reach across the wealth space, adding six advisors with a combined $885 million in assets under management.
The additions bring the multi-custodial RIA’s total AUM to $9.7 billion, marking a significant step in its growth strategy.
The new advisors include Jason Hudson, who is launching Hudson Wealth Management, and the four-person team at Canopy Asset Management, which will continue operating under its existing name in St. Simons Island, Georgia. Concurrent also welcomed Lora Hoff and Carl and Lindsay Lambert, who join Wealth Partners Alliance, an established team within the Concurrent network.
According to Concurrent, the Canopy team – which includes advisors Tye Pipkin and Ken Pipkin, supported by Jennifer Fussell and Kristen Moore – expects the new partnership will strengthen their back-office operations while expanding resources and solutions for clients.
“Our mission is to equip advisors with the resources they need for success. We are eager to see Jason, Lora, Carl, Lindsay, and the Canopy team grow as they elevate client engagement and satisfaction,” Nate Lenz, Concurrent’s CEO and co-founder, said in a statement Thursday.
Hoff, who brings over 25 years of financial planning experience, will operate out of Wealth Partners Alliance’s Dallas office. She will continue focusing on business-owner clients while leveraging Concurrent’s technology and operational capabilities to enhance service delivery.
The Lambert team, who will be based in WPA's Houston office, specializes in corporate retirement planning and individual wealth management. Concurrent’s advanced technology infrastructure and growth resources are expected to provide added flexibility for their client services.
Similarly, Jason Hudson’s new firm, Hudson Wealth Management, will operate with a focus on retirement planning. By aligning with Concurrent, Hudson gains access to evolving technology and operational support to enhance client relationships.
“We recognize that advisors have a choice, and we strive to be a destination firm for advisors who seek independence and support in their entrepreneurial endeavors,” Lenz added.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
