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With LPL as its new BFF, CONCERT seeks bigger game and more RIAs

San Jose-based firm wirehouse-lite is up to $3 billion of AUA but was hitting roadblocks with some bigger candidates that it believes LPL technology and RBC big-boy services can remove

Authors Brooke Southall and Dina Hampton and Brooke Southall April 18, 2013 at 6:36 AM
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Felipe Luna: We're moving beyond advisors who just need turnkey.

Felipe Luna

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John Simmons

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Matt Cooper

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Rob Bartenstein



Related Moves

June 29, 2024 at 3:00 AM

High wattage Shannon Spotswood starts spending Long Ridge capital on three big talents, including Abby Salameh, a 25-year veteran executive who pioneered marketing and advisor outreach

The president of the little-known Birmingham, Ala., advisory with $4.8 billion of AUA is using freshly raised funds to bring A-listers to the staff

March 8, 2024 at 1:25 AM


Mentioned in this article:

Omniscient Enterprise Advisor
CRM Software
Top Executive: Felipe Luna



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