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Nate Lenz is listed as CEO & Co-Founder at Concurrent at Concurrent, based in Tampa, Florida, United States. AeroLeads shows a matched LinkedIn profile for Nate Lenz.
Nate Lenz previously worked as Co-Founder and CEO at Concurrent and Partner at Lenz Insights, Llc. Nate Lenz holds Bachelor Of Arts (B.A.), Economics from Columbia University In The City Of New York.
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With more than a decade of financial industry experience, I am a leader for advisors looking to realize their potential as entrepreneurs. I’m currently the CEO and Co-Founder of Concurrent, a $7 billion OSJ turned RIA that was named an InvestmentNews Best Place to Work in 2023. We are driven by partnering with advisors to help them grow their independent businesses.My career has focused on supporting financial advisors, empowering them to succeed without the backing of big financial services companies. Prior to my work at Concurrent, I was a Co-Founder and Managing Partner at I&A Consulting, focusing on mergers and acquisitions and recruiting experienced advisors. Before that, I was VP of Succession Planning & Acquisitions at Raymond James Financial Services. I led the in-house consulting team that provided support to 4,000+ RJ independent financial advisors. My previous work helped shape my vision for Concurrent, and deepen my investment in guiding independent financial advisors through all phases of the business life cycle. I graduated from Columbia University and was recognized in 2022 as an InvestmentNews 40 Under 40 honoree.
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Tampa/St. Petersburg, Florida Area
Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale and resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded.
Tampa/St. Petersburg, Florida Area
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Nate Lenz works for Concurrent.
Nate Lenz is listed as CEO & Co-Founder at Concurrent at Concurrent.
Nate Lenz is based in Tampa, Florida, United States while working with Concurrent.
Nate Lenz has worked for Concurrent, Lenz Insights, Llc, Raymond James Financial, Inc., Raymond James Financial Inc., and Credit Suisse.
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Nate Lenz holds Bachelor Of Arts (B.A.), Economics from Columbia University In The City Of New York.
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