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Concurrent invests in tomorrow with leadership hires

The hybrid RIA appoints industry vets to its bench as it emphasizes commitment to growth, next-gen talent, and succession.

Concurrent Investment Advisors is welcoming four industry veterans to its roster of leadership as it looks to amplify its focus on growth and succession.

Since it launched as an RIA last May, the firm has followed a solid trajectory of expansion that’s seen it gather $2 billion in new assets.

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