Concurrent Investment Adds Eight Advisors, $885M in AUM

Tampa, FL-based hybrid RIA Concurrent Investment Advisors said it now oversees $9.7B in total AUM following the addition of eight new advisors managing a combined $885M in client assets.

Four of the new advisors – Tye Pipkin, Ken Pipkin, Jennifer Fussell, and Kristen Moore – join under the banner of their independent practice Canopy Asset Management based in St. Simons Island, GA. The team brings over seven decades of combined experience, with an extensive background in servicing high-net-worth clients in investment and estate planning.

Lora Hoff, Carl Lambert, and Lindsay Lambert join Concurrent network RIA Wealth Partners Alliance (WPA), with Hoff operating out of WPA’s Dallas location, and the Lamberts out of Houston. Hoff brings a 25-year career specializing in financial planning and wealth management services for business owners, while the Lambert team, formerly from RBC Capital Markets, provides corporate retirement and wealth planning services for individuals and employees.

Lastly, Jason Hudson transitions to the firm after a decadelong career at Edward Jones, per BrokerCheck, and has launched Hudson Wealth Management under Concurrent. He is accompanied by client services associate Tiffany Moye, and operates out of Hattiesburg, MS.

Source:

https://www.businesswire.com/news/home/20241205917211/en/Concurrent-Continues-Growth-Momentum-With-Addition-of-Eight-New-Advisors