A Team Committed to Your Success

Our team is passionate about solving complex financial challenges for families. We take a collaborative, hands-on approach to wealth management, crafting innovative solutions tailored to your unique needs.

With deep expertise in both public and private markets, we help you navigate the complexities of wealth—so you can focus on what matters most. By working with a select number of clients, we ensure every family receives the full attention and strategic guidance they deserve.

From succession planning to philanthropic initiatives, we are dedicated to elevating your wealth experience with insight, care, and precision.

Meet Our Team

Leah Bennett

Chief Investment Strategist, Concurrent Asset Management | President, Elevate Family Partners

leah.bennett@poweredbyconcurrent.com

Leah R. Bennett is the Chief Investment Strategist at Concurrent Investment Advisors, LLC. She has over 30 years of experience in asset management, wealth strategy, and financial leadership. She provides high-net-worth families,...

Eddy Augsten

Head of Investment Platform, Concurrent Investment Advisors | President, Concurrent Asset Management

eddy@poweredbyconcurrent.com

As Concurrent’s Head of Investments, Eddy Augsten leverages his extensive experience in investment management to enhance client experience and drive business growth for independent advisors. By combining thought leadership with...

Shelitha Smodic

Financial Planning Specialist, Concurrent CIO

shelitha.smodic@poweredbyconcurrent.com

Shelitha Smodic, CFP®, is the Financial Planning Specialist for CIO. Shelitha has worked in the financial planning space for the past decade in advisory and educational capacities as a financial advisor, director of financial planning,...

Evin Aleman

Client Services Associate, Concurrent CIO

evin.aleman@poweredbyconcurrent.com

Evin Aleman is a Client Services Associate with over three years of experience working in client services, account management, and financial services. Evin’s responsibilities include gathering documentation, tracking money movements...

Brian Heimowitz

Vice President, Alternative Investments, Concurrent Investment Advisors

brian.heimowitz@poweredbyconcurrent.com

Brian Heimowitz is a seasoned investment professional with expertise in alternative investments, portfolio construction, and advisory solutions. As Vice President, Alternative Investments at Concurrent, he plays a pivotal role in...

Jon Leeks

Investment Research & Analytics, Concurrent Investment Advisors

jonathan.leeks@poweredbyconcurrent.com

Jon Leeks is a seasoned professional with expertise in investment research, financial analytics, and process improvement. At Concurrent, he plays a key role in driving initiatives that enhance investment reporting, optimize analytics,...

Thais Dosal

Associate Director, Concurrent Investment Advisors

thais@poweredbyconcurrent.com

Thais Dosal is an Associate Director at Concurrent Asset Management, bringing two decades of experience in financial services. She began her career at Merrill Lynch, where she specialized in operations and compliance. In 2004, she...

Matthew Menkhaus

Investment Research & Wealth Management, Concurrent Investment Advisors

matthew.menkhaus@poweredbyconcurrent.com

Matthew Menkhaus is a finance professional with extensive experience in wealth management, investment research, and relationship management. A graduate of the Lindner College of Business at the University of Cincinnati, he earned his...