We needed someone with Jim's vast experience to help us meet the demand for best of breed RIA solutions for seasoned financial advisors wanting to leave the confines of large Wall Street firms to better serve their clients
Silicon Valley, CA (PRWEB) July 21, 2011
CONCERT Global Group announces James P. Lynch as President of its Wealth Management Division. James is a 20 year veteran of the financial services industry where he has served in key management positions at several Wall Street financial services firms including Morgan Stanley and Bank of America investment Services. He will be responsible for recruiting and managing relationships with the growing population of "breakaway brokers and RIAs" that are disenfranchised with the wire house firms and want to set up their own practices and act as true fiduciaries.
We are very excited to have Jim on board as part of our team" says Felipe Luna, CEO of CONCERT. "The overwhelming demand for best of breed RIA solutions for seasoned financial advisors looking to break free of the confines of large wall street firms in order to better serve their clients had caused us to search for an executive with the depth and breadth of Jim's experience." CONCERT's dramatic growth over the last several years has positioned CONCERT Wealth Management as a key player in the RIA space.
About CONCERT: CONCERT Global, Inc. is the parent company of CONCERT Advisor Services, Inc., CONCERT Capital Management, Inc., CONCERT Wealth Management, (a registered investment advisor) and CONCERT Business Consulting, Inc. Established in 2005 by CEO Felipe Luna, CONCERT Global serves independent financial advisors as well as retail clients and institutional and high-net worth investors. The company also provides business consulting services such as cost and efficiency analysis and cash management.
CONCERT Global, Inc. is headquartered in San Jose, California.