Northfield, NJ Office

Gregory Gottlieb is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. He has previously worked with firms including UBS Financial Services Inc and Cornerstone Private Wealth Partners. His background also includes roles in the hospitality sector at Equinox Hotels, Wynn Las Vegas, and Highgate Hotels. 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 over $15 billion in assets under management across multiple offices.

Brett Hina is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2025 and has taught a college course at Stockton University since 2021. He serves on the board of The Starting Point, a nonprofit focused on addiction recovery and mental wellness. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and offers customized portfolios with a long-term investment approach.

Lisa Ruela is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at UBS Financial Services from 2004 to 2025 before joining Concurrent Investment Advisors in 2025. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments with a generally long-term investment approach.

Daniel Lesneski is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He previously worked at UBS Financial Services for 13 years. Lesneski is also a founder of Cornerstone Private Wealth Partners, an affiliated enterprise within Concurrent Investment Advisors. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, businesses, and trusts. The firm employs a long-term investment approach using diversified portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Brandon Hina is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Concurrent, he worked at Cornerstone Private Wealth and Affiliated Distributors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement plan advisory services to 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 a multi-office platform serving over 13,000 clients.