Concurrent Continues Growth Spree with Eight New Advisors
Concurrent Investment Advisors, LLC, a multi-custodial, hybrid registered investment advisor, has added $885 million in assets under management with the addition of eight financial advisors.
Lora Hoff, Carl Lambert and Lindsay Lambert join existing Concurrent teams, Jason Hudson joins under his own brand, Hudson Wealth Management, while the remaining four advisors join as one team under Canopy Asset Management.
Canopy aims to add assets and staff, as well as additional resources and solutions for clients. The team of four, Tye Pipkin, Ken Pipkin, Jennifer Fussell, and Kristen Moore, will use Concurrent’s back-office support and will continue operating under the current company name in St. Simons Island, GA.
Lora Hoff and Carl and Lindsay Lambert join Wealth Partners Alliance, a part of the Concurrent network, which manages over $1.5 billion in assets. Hoff brings over 25 years of experience in financial planning and wealth management and will continue to serve her business-owner clients with enhanced services out of WPA’s Dallas office.
The Lambert team will be based out of WPA’s Houston office, offering corporate retirement planning and wealth planning for individuals and employees. Jason Hudson is launching his firm Hudson Wealth Management and using Concurrent for its technology and operational support.
Backed by Merchant Investment Management, Tampa-based Concurrent now manages $9.7 billion in assets with the new additions.
