I’m the Managing Director of Investments at Concurrent. We’re a small, driven team that provides support for independent financial advisors through funding, technology, and community. Before joining Concurrent, I founded my own firm, WealthEngage. This experience as an entrepreneur and CIO ...more

I’m the Managing Director of Investments at Concurrent. We’re a small, driven team that provides support for independent financial advisors through funding, technology, and community. Before joining Concurrent, I founded my own firm, WealthEngage. This experience as an entrepreneur and CIO definitely gives me great insight into my current role. As we collaborate with and serve RIAs, we are highly attuned to what they need to serve their clients, compete with larger financial institutions, and grow their practice to the size they desire.less