TAMPA, Fla.--(BUSINESS WIRE)--Dec 5, 2024--
Concurrent Investment Advisors, LLC ("Concurrent"), a leading multi-custodial, hybrid registered investment adviser ("RIA"), reaches $9.7 billion in assets under management with the addition of eight new 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"). The new partnerships bring the firm a collective $885 million in assets under management.
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