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Articles tagged "Jeff Concepcion"


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Jeff Concepcion: 'I don't want to say there's unlimited dry powder ... [but] there's an awful lot ...'

Jeff Concepcion and Howard Milstein combine to take dead aim at COVID-distressed RIA market -- putting youthful executive energies and a billionaire's capital on a bold path

Both the Stratos Wealth CEO and the owner of Emigrant Bank are known to be conservative in RIA circles, but together -- shooting for upper-strata firms with as much as $750 million -- they are showing uncharacteristic opportunism.

April 24, 2020 at 8:37 PM

Jeff Concepcion: I think we’ll surpass the $20 billion target ahead of plan, without including acquisitions. By accelerating our involvement in the acquisition space, I believe we’ll move past that target even more quickly.

His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos

Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth

October 5, 2018 at 7:40 PM

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