The end of the year is a great opportunity for advisors to evaluate (or reevaluate) their businesses and the products they recommend for client portfolios. Concorde’s own Director of Research and Due Diligence Officer Timothy Witt shares his year-end due diligence advice in GlobeSt. Check out the exclusive Q&A here.
Concorde Holdings has promoted two and hired one team members. As we continue to grow our already talented team, we are proud to promote both Danielle and Greg and welcome Tracy to the team. This announcement is representative of our continued commitment to providing opportunities for and developing the best talent in our industry and upholding
Our President & Chief Marketing Officer of Concorde Asset Management Drew Jackson recently contributed an article to Investment News on what, and how, financial advisers can learn from successful practices. Check out the full article here.
Our CEO Jason Kavanaugh was featured in a 5Q profile in DBusiness where he talked about his current role at Concorde, his thoughts on Detroit’s business landscape, and what it takes to be an entrepreneur. Check out the full article here.
Robin Edgar, owner of Robin Edgar Investments, an independent full-service financial firm, has been in the financial services industry for more than 25 years. An independent adviser for the majority of that time, Robin has received a number of awards in the securities industries—including consistently being the top producer for multiple firms.