Nate Lenz

CEO and Co Founder at Concurrent

Speaker

Nate Lenz is the Co-Founder and Chief Executive Officer of Concurrent Investment Advisors, a rapidly growing, multi-custodial RIA platform serving entrepreneurial advisors nationwide. Since launching the firm in 2016, he has led its evolution into a $35B+ AUM/AUA enterprise providing capital, institutional capabilities, and strategic partnership to both independent advisor representatives (IARs) and RIAs through flexible affiliation, minority investment, and platform solutions.

Prior to founding Concurrent, Nate co-founded I&A Consulting, advising independent firms on M&A and practice management. He previously served as Vice President of Succession Planning & Acquisitions at Raymond James Financial Services, where he supported independent advisors with growth, succession, and enterprise value strategies across both broker/dealer and RIA channels.

Nate holds a bachelor’s degree in Economics from Columbia University. Outside of work, he enjoys coaching his son’s youth sports teams and building sandcastles with his wife and daughters