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Nate Lenz: Key Wealth Management Trends | Next Gen
The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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By Barron's Advisor
4.2
109109 ratings
The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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