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.
Concorde has added an equity trade desk coordinator to its leadership team.
Concorde recently hired Danielle Kammeyer as its new director of brokerage operations. Danielle joins Concorde with 13 years of experience in the financial services industry, with a focus on brokerage operations, trading, brokerage compliance and supervision.