Our Team | Concorde Asset Management
Concorde Investment Services
1120 East Long Lake Road Suite 100
Troy, MI 48085 48075
Map of our Building

Our Team 

Our team has many years of experience successfully working with advisors to increase assets under management and effectively serve their clients. Relationships are everything to us. We endeavor to provide the highest level of personal service to our partners. Our goal is to empower advisors to take the next steps forward in their business.

   
   
Kimberlee Levy
John Gakenheimer | VP of Business Development Timothy Witt | Director of Research and Due Diligence Officer
Erik Larsen | Operations Associate | Concorde Asset Management  
   

 

Board of Concorde Holdings, Inc.

Our board members have an average of over 25 years of experience in the financial industry. Their previous success has brought them to Concorde Holdings, Inc., the parent company of Concorde Investment Services, LLC, Concorde Asset Management, LLC and Concorde Insurance Agency, Inc.,  where they continually strive to grow the business with a high level of integrity. 

Jason Kavanaugh - President & CEO, Concorde Holdings, Inc.Gregory Merritt - Executive Member

Mark KosankeJohn Gakenheimer | VP of Business Development