His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos
Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth
Author Oisin Breen October 5, 2018 at 7:40 PM
Related Moves
How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times
Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year
August 19, 2020 at 2:18 AM
Mentioned in this article:
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
Stratos Wealth Partners
RIA Seeking to Hire Advisors
Top Executive: Jeff Concepcion
Scott Passias, CFS
October 14, 2018 — 1:14 PM
What an amazing accomplishment! The momentum is unstoppable. Wishing continued success to Jeff Concepcion and the Stratos Wealth family.
