Products
Data Sets
Integrations
Services
Tampa-based Concurrent Investment Advisors has three new advisors in January: Ramin Abrams, Glenn Holmes, and Sean O’Neill, who collectively bring $365 million in client assets.
Glenn Holmes and Sean O’Neill were previously associated with Raymond James, while Ramin Abrams was with Wells Fargo before joining Concurrent.
As part of their move, Abrams and Holmes are establishing new offices for Concurrent. Ramin Abrams is opening a new location in New York City under the Concurrent Advisors brand. Glenn Holmes is launching T7 Legacy in Jacksonville, Florida, aiming to serve corporate executives and business owners in the Southeast region. Sean O’Neill, on the other hand, is joining Legacy Wealth Partners, an existing partner of Concurrent based in Denver.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
September 26, 2025 Investor News: Blue Owl, QIA Partner on $3B Digital Infra Platform, and more...
September 26, 2025
Distribution, Manufacturing, and Defense Drive August 2025 Industrials Transactions
September 24, 2025
Biotech, Health Services, and Medical Devices Drive August 2025 Healthcare Transactions
September 17, 2025
Spectrum, SaaS, and Strategic Consolidation | August 2025 Tech & Software Transactions
September 12, 2025
August Capital Flows Led by Core Real Estate & AI Infrastructure
September 08, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
