Greenwood Village, CO 5251 Dtc Parkway Office

Nicholas Hamilton is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investment Company, Raymond James Financial Services, Inc., and Morgan Stanley. Outside of his advisory role, he owns and manages administrative operations for HG & CA, LLC and The Hamilton Group, entities associated with his advisory work. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

Brian Stein is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Nations Financial Group, Inc. for 11 years. Outside of his advisory role, Stein provides consulting services in business strategy, marketing, social media, and technology for a residential real estate firm owned by his parents. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm emphasizes a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected securities aligned with client goals, risk tolerance, and tax considerations.

Daniel Froning is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments and AMG National Trust Bank. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with portfolios tailored to client goals, risk tolerance, and tax considerations.