Concurrent Investment Advisors, an independent registered investment adviser (RIA) platform, has announced the addition of Winstone Wealth Partners, bringing more than $425 million in assets under management (AUM). The partnership builds on the platform’s momentum through the first two quarters of the year and increases Concurrent’s total assets under management to more than $23 billion.
Winstone’s CEO and founder Jeff Green joined Concurrent from Raymond James Financial Services alongside partner Lauren Smith and advisers John Grover, Robert Burks and Dylan Daggett. The team is focused on growing organically and leveraging Concurrent’s resources and expertise to pursue inorganic growth opportunities. As part of this partnership, Winstone enhances the client experience through Concurrent’s technology and operational support and elevates the planning and investment offerings available to its high-net-worth clients in the Houston area.
The addition followed a f
