Concord Wealth Partners Awarded by USA Today's List of Best Financial Advisory Firms 2023
Abingdon, Virginia--(Newsfile Corp. - April 26, 2023) - Concord Wealth Partners has been awarded by USA Today's list of Best Financial Advisory Firms 2023. This prestigious award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on April 26th, 2023, and can currently be viewed on the USA Today website.USA Today and Statista selected Best Financial Advisory Firms 2023 based on two dimensions:...
2023-04-26 3:19 PM EDT
Concord Asset Management Names Gary Aiken Chief Investment Officer
Abingdon, Virginia--(Newsfile Corp. - December 14, 2022) - Concord Wealth Partners (CWP), an SEC Registered Investment Advisory firm, has named Gary Aiken as the new Chief Investment Officer (CIO) at Concord Asset Management (CAM), Concord's asset management division. In his new role, Aiken will oversee CAM's investment strategies, including macroeconomic analysis, asset allocation, security selection, and trading and investment operations."We established CAM to provide CWP advisors and their...
2022-12-14 6:00 PM EST
Concord Wealth Partners Expands to the Midwest - Led by MN Team of Advisors with 35+ Years of Experience
Abingdon, Virginia--(Newsfile Corp. - December 12, 2022) - Concord Wealth Partners (CWP), an SEC Registered Investment Advisory firm, has announced the opening of their newest office location in the greater Minneapolis-Saint Paul area led by Marissa Poissant, CFP® and her partner, Michael Poissant, CFP® — a team of financial advisors with a combined 35+ years of experience in the financial services industry.Marissa received her Bachelor of Arts from the University of St. Thomas and holds the...
2022-12-12 12:00 PM EST