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FUNDRAISING NEWS | December 19, 2024

Concurrent Appoints Managing Director of Retirement Plan Services

Tags: Personnel, RIA

OneDigital retirement investments director David Montgomery has joined Concurrent Investment Advisors as managing director of retirement plan services. 

In the new role, Montgomery brings two decades of experience specializing in retirement services, and will provide strategic guidance and process optimization in Concurrent’s retirement business with both advisors and clients. 

The Tampa, FL-based hybrid RIA intends to expand the business, including through an “acquisition strategy in the retirement sector.” Per the latest Dakota data, Concurrent manages approximately $6B in total AUM. 

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Written By: Dakota

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