Andrew Palmasano is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at firms including Maverick Wealth Advisors, Canon City Financial Services, Raymond James Financial Services, and Black Creek Group. Palmasano serves as treasurer of the Canon City Area Recreation and Park District.
Concurrent Investment Advisors, LLC provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across a multi-office platform.