Art serves as a conduit for our teams within our internal network, as well as with the Concurrent Advisors home office. He works closely with our advisors and teams in their day-to-day operations, both during and after their transitions. He takes great pride in helping our teams in any scenario that may arise.
Art joined Concurrent Advisors in 2018. Previously, he was a new accounts senior consultant at LPL Financial in San Diego, where he resolved new account issues with advisors and staff, as well as internal inquiries from within the firm.
Earlier in his career, he was a broker at TD Waterhouse in San Diego, where he worked on the trading desk and serviced several other departments during after-market hours. He is a graduate of San Diego State University and holds a bachelor’s degree in finance.
Art is originally from Detroit and lives in San Diego with his wife, Crystal, and their children, Liam and Emelia. In his free time, he enjoys cooking and playing and watching sports, including golf and tennis.