Family Office
Concurrent
Concurrent is a Florida-based US wealth management firm founded in 2017 as a network of independent advisors.The investment approach has been led by Eddy Augsten, Head of Investments, since February 2020. Before joining Concurrent, Augsten founded his own private wealth boutique, WealthEngage, in 2017, where he served …
Asset classes & sectors
Digital Assets
Decision-makers
Leah Bennett
Chief Investment Strategist & Investment Committee Member
Matthew Menkhaus
Associate Director, Investments
Brian Heimowitz
Vice President, Alternative Investments
Jonathan Leeks
Vice President, Investment Analytics
Thais Dosal
Investment Coordinator
Eddy Augsten
Head of Investments & Managing Director
Members only
Unlock contacts, warm paths & full holdings
See who to reach, how you're connected, the check sizes, and the full mandate — across Concurrent and 500k+ investors and LPs.