Coppertree Financial Planning--a $230MM AUM New England-based RIA-- Joins Concord Wealth Partners
Partnership with Coppertree expands Concord's reach into Greater Boston Area
Concord Wealth Partners Forms Strategic Partnership with Trainer Wright & Paterno CPAs
Integrating Holistic Wealth Management with Advanced Accounting Services to Create a Robust Client Experience
Concord Wealth Partners Launches Concord Asset Management
Concord Wealth Partners, an Independent Registered Investment Advisory firm, has launched Concord Asset Management (“CAM”) with Mitch York as its Chief Investment Officer (Link). By taking asset management in-house, Concord offers clients an integrated, institutional quality, one-stop shop without requiring dependence on third-party asset managers who typically charge high fees.
Concord Wealth Partners Welcomes Daniel Thornton
In its mission to become its clients' most valuable financial resource, Concord Wealth Partners, an Independent Registered Investment Advisory firm, has expanded its team of wealth advisors serving Virginia with the addition of Daniel Thornton - a financial advisor with over 20 years of experience specializing in holistic investment planning.
Concord Asset Management Names Mitch York Chief Investment Officer
In its mission to become its clients' most valuable financial resource, Concord Asset Management ("CAM"), an independent registered investment advisor and division of Concord Wealth Partners ("CWP"), has named Mitch York to the newly-created position of Chief Investment Officer ("CIO"). Previously, manager of portfolios and investments with Edelman Financial Services, York will build CAM's integrated team, overseeing investment strategies, portfolio construction and investment operations.