Joe McQuaid

Joe McQuaid is chief operating officer at Concurrent. 

With over 25 years in the financial services industry, he has held leadership roles at New York Life Investment Management and Guggenheim. He also founded Ascend Consulting and helped launch and served as COO for an RIA that grew to nearly $1.5 billion in AUM. He then founded Imprint Wealth, scaling it to nearly $1 billion in assets before merging with Concurrent Investment Advisors. An avid adventurer, he is preparing to climb the Seven Summits and aims to complete the six major marathons over the next decade. ​​