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Co-founder and CEO @Concurrent
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WORK HISTORY
Co-founder and CEO @Concurrent
Tampa/St. Petersburg, FL, US
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 advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit
EDUCATION
Columbia University
Bachelor of Arts (B.A.), Economics
ABOUT NATE LENZ
I’m a husband to Liz, a dad to Matty, Lucy, and Millie, and an operator and investor in…
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