Concurrent Investment Adviser, which reached $9.7 billion in assets under management, has added six new advisers and additional support staff.
Lora Hoff, Carl Lambert and Lindsay Lambert join existing Concurrent teams; Jason Hudson joins under his own brand, Hudson Wealth Management; and the remaining four advisers join as one team under Canopy Asset Management. The new partnerships bring the firm a collective $885 million in assets under management.
The team of four — Tye Pipkin, Ken Pipkin, Jennifer Fussell and Kristen Moore — will tap into Concurrent’s in-depth back-office support to reinforce the firm’s infrastructure and will continue operating under the current company name from their office in St. Simons Island, Ga.
Hoff and Lambert team join Wealth Partners Alliance (WPA), an established part of the Concurrent network, which manages more than $1.5 billion AUM. Hoff brings more than 25 years of experience in financial planning and wealth managemen
