Nate Lenz

CEO and Co-Founder at Concurrent

Speaker

Nate Lenz is the Co-Founder and CEO of Concurrent, bringing nearly 2 decades of experience in financial services and a singular focus on empowering advisors to have a meaningful impact on those they serve.  Prior to launching Concurrent, Nate was the co-founder and managing partner of I&A Consulting, a boutique consultancy focused on M&A and Practice Management. The launch of I&A followed a 6-year stint at Raymond James Financial Services where he was the Vice President of Succession Planning & Acquisitions, supporting the 4,000+ independent financial advisors affiliated with RJ in both the independent broker/dealer and RIA custodian channels. His previous work shaped the vision for Concurrent, recognizing an opportunity to serve advisors in all phases of their business lifecycle.

Nate graduated with his bachelor’s degree in economics from Columbia University and was recognized as a 2022 Investment News 40 under 40 honoree. Outside of work, Nate enjoys coaching his son, Matthew’s little league baseball and flag football teams, boating with his wife, Liz, and having tea parties with his daughters, Lucy and Amelia.