Portland, OR Office

Robert Musante is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and LPL Financial. Outside of advisory work, he is a partner and owner of holding companies unrelated to investment management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios and integrates sub-advisory arrangements and third-party solutions across a network of approximately 286 advisors.

Timothy Smith is a financial advisor at Concurrent Investment Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Financial and Raymond James Financial Services. Outside of advisory work, he is involved in providing fixed insurance advice through separate agencies. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans with wealth and investment management, financial planning, and retirement plan services. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors.

Taylor Smith is a financial advisor at Concurrent Investment Advisors, LLC in Portland, OR, holding a Series 65 credential with two years of industry experience. Prior to joining Concurrent and Columbia Associates Wealth Management Group, Smith worked at PricewaterhouseCoopers LLP. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by internal due diligence and a range of operational tools and third-party solutions.

Alexander Reed is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Columbia Associates, Cetera Advisor Networks, CWM, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. Outside of advising, Reed owns businesses involved in boat building and boat rentals in Portland, OR. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm delivers customized, primarily long-term portfolio management using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.