
Nate Lenz: Key Wealth Management Trends | Next Gen
Barron's Advisor
00:00
Intro
Host Alison Tucci introduces the Next Generation series and Nate Lenz, co-founder and CEO of Concurrent Advisors.
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Transcript

Host Alison Tucci introduces the Next Generation series and Nate Lenz, co-founder and CEO of Concurrent Advisors.