Nate Lenz Founding Partner

Nate strives to inspire innovation in the way that advisors serve their clients, and the way firms serve their advisors. Working with firms through all phases of the recruiting process, Nate seeks to understand the nuances of their business to assess fit and prepare them for launch on the Concurrent platform. As a co-founder of Concurrent Advisors and a managing partner in I&A Consulting, he specializes in the areas of business startup, experienced advisor recruiting, M&A and practice management. Prior to starting I&A, Nate was the Vice President of Succession Planning & Acquisitions at Raymond James Financial Services, Inc. Joining the firm in 2011, Nate led an in-house consulting team responsible for providing support to the 3,600+ independent financial advisors affiliated with RJFS in both the independent broker/dealer and RIA custodian channels. Expanding the team’s role into the recruiting sphere in 2014, Nate was responsible for advisor joins totaling over $35 million in gross revenue and over $7 billion in assets under administration through the Practice Acquisition Initiative and Enterprise Consulting Program. Throughout his tenure, Nate developed in-depth coaching relationships with independent firms to coordinate prospecting efforts, foster accountability, and drive results. Prior to joining Raymond James, Nate worked as an analyst at Credit Suisse. He is a graduate of Columbia University and holds a B.A. in Economics.

Raymond James Financial Services does not endorse and is not associated with Nate Lenz.