Meet the Team

As President, Eddy Augsten leverages his extensive experience in investment management to enhance the client experience and drive business growth for independent advisors. By combining thought leadership with cutting-edge technology, he plays a key role in shaping Concurrent’s investment strategy and helping advisors deliver sophisticated solutions to their clients.

Eddy is responsible for developing and executing Concurrent’s long-term vision for the future of investment management. He serves as a trusted resource for the firm’s network of elite advisors, providing guidance on complex financial scenarios and investment strategies. His expertise empowers advisors to navigate a wide range of client needs, from portfolio construction to alternative investments.

A Certified Investment Management Analyst® (CIMA®) and a Chartered Alternative Investment Analyst (CAIA), Eddy brings deep knowledge of both public and private markets. His strong academic background includes a Master’s in Finance from IE Business School and a BBA from Florida International University.

Beyond his professional achievements, Eddy’s greatest pride is his family. He enjoys spending time with his wife and children, and when he’s not working, you can often find him out on the water fishing.

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, entrepreneurs, and institutions with innovative investment solutions, strategic guidance, and market insights. Her expertise in portfolio construction, risk management, and wealth preservation enables clients to navigate complex financial landscapes with confidence.

Prior to joining Concurrent Investment Advisors, LLC, Leah served as President of Westwood Wealth Management, where she led the firm’s private wealth division, accelerating new business growth and refining its strategic vision. Under her leadership,  she customized asset allocations for clients and successfully launched and managed multiple investment portfolios, overseeing several billions in assets. She also held key leadership roles as Co-Chief Investment Officer at South Texas Money Management and Chief Investment Officer at King Investment Advisors, where she played a pivotal role in portfolio management, business development, and investment research. Earlier in her career, she worked as a Fixed-Income Product Specialist at The Capital Group, helping to launch and develop investment strategies for one of the world’s largest asset managers.

A recognized thought leader in the financial industry, Leah has appeared on Bloomberg, CNBC, Fox Business News, and Reuters, sharing insights on markets, investment trends, and economic outlooks. She previously served on the CFA Institute Global Board of Governors, contributing to the advancement of ethical and professional standards in investment management.

Leah is deeply committed to philanthropy, believing in the mission and impact of creating customized giving strategies. She currently serves on the Board of Directors of several nonprofit organizations, including the CHRISTUS Foundation for Healthcare, ArtPace, Girl Scouts of San Jacinto, and Performing Arts Houston.

Beyond her professional and philanthropic achievements, Leah is an avid traveler and tennis enthusiast who enjoys exploring new cultures and staying active on the court. She is also a very avid art collector and supporter of the important voice that artists play in our communities.

Brian Heimowitz is a seasoned investment professional with deep expertise in alternative investments, portfolio construction, and advisory solutions. As Vice President, Alternative Investments at Concurrent, he plays a pivotal role in developing innovative investment strategies for advisors and their clients.

Before joining Concurrent, Brian founded Birchwood Capital Management LLC, an investment management and consulting firm specializing in alternative investments. Birchwood collaborated with RIAs (including Concurrent), family offices, and asset managers on bespoke investment mandates.

Prior to Birchwood, Brian spent seven years at Crystal Capital Partners, an alternative investments platform, where he most recently served as Chief Investment Officer. In this role, he was responsible for investment strategy, portfolio management, and advisor solutions.

Brian earned his Bachelor of Business Administration in Finance from the University of Miami. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

Additionally, he serves as a Chapter Executive for the CAIA Florida Chapter, further contributing to the alternative investment community.

Brett Murray brings more than 25 years of experience in financial services to Concurrent, with a proven record of driving growth and delivering results. A graduate of Fairfield University, Brett began his career in Fixed Income Trading and Sales, specializing in municipal bonds and U.S. Treasuries.

He went on to spend a decade at Northern Trust, where he managed $25 billion in trading for the Large Cap Value Fund and enhanced operational workflows for the firm’s in-house UMA and SMA programs. Most recently, Brett played a pivotal role at SMArtX, contributing to its extraordinary expansion from $1.5 billion to $40 billion in assets.

With deep market knowledge, operational expertise, and a passion for helping advisors succeed, Brett is dedicated to building strong partnerships and supporting advisor growth at Concurrent

Jon Leeks is a seasoned professional with deep 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, and deliver cost savings for individuals. His work supports advisors in making data-driven decisions that improve client outcomes.

Previously, John served as the Director of Investment Analytics at Creative Planning’s Retirement Plan Services, where he enhanced operational efficiencies and data management by leveraging advanced tools and collaborating on proprietary platform development. His ability to combine strategic planning with technological innovation has consistently led to improved investment processes and outcomes.

John holds an MBA from the University of Missouri – Kansas City. Outside of work, he embraces his role as a proud “girl dad” to three daughters and is a devoted Kansas City Chiefs fan, hoping to see them secure 10 Super Bowl trophies.

John is the Vice President of Investment Implementation at Concurrent, where he translates complex investment strategies into scalable, efficient, and tax-optimized portfolio action for RIA clients. His expertise spans UMA platform management, overlay services, direct indexing, tax optimization, and multi-asset class execution. He also leads key platform integration initiatives, enhances custodial workflows, and builds systems designed to improve operational accuracy, efficiency, and regulatory readiness.

John joined Concurrent from Edward Jones, where he led cross-functional strategic initiatives, managed equity order flow and routing strategies, and coordinated model changes and rebalances across the advisory business. Prior to that, he spent 13 years at Wells Fargo Advisors trading derivatives and educating advisors on advanced options strategies. With more than two decades of industry experience, he brings deep knowledge in tax-efficient trading, innovative investment solutions, and collaborative implementation across complex advisory platforms.

Outside of work, John enjoys time with his family, balancing life with two kids and a collection of pets who keep everyone on their toes. A dedicated swim dad, he can often be found at the pool volunteering, cheering, or keeping track of lap times. He and his family also love to travel, always planning their next adventure together.

Dave Pulver serves as Vice President of Investment Implementation, where he is responsible for translating complex investment strategies into scalable and effective portfolio solutions for RIA clients. He joined Concurrent from Manning & Napier Advisors, where he led both the global multi-asset class trade desk and the implementation team. During his tenure at Manning & Napier Advisors, Dave managed the integration of advanced trading technologies that enhanced portfolio efficiency and reduced execution risk. He brings extensive experience in tailoring custom investment solutions for UMA and SMA clients across various strategies. His professional background also includes positions in investment management and finance at JP Morgan Chase. Dave holds an MBA in Finance and Accounting from the Simon School of Business at the University of Rochester.

Beyond his professional commitments, Dave values time spent with his wife, son, and two dogs. He is also actively involved in supporting his son’s participation in lacrosse.

John brings a distinguished background in investment management and financial advisory services to the Concurrent team. He earned his MBA from the University of North Carolina at Chapel Hill, laying a rigorous academic foundation for a career defined by deep expertise and thoughtful analysis.

John began his career at The Ayco Company — a Goldman Sachs subsidiary — where he led due diligence on the firm’s recommended mutual fund list. At AllianceBernstein, he partnered directly with the Chief Market Strategist to develop market research and thought leadership. Most recently at Dynasty Financial Partners, John managed the firm’s Outsourced CIO portfolios, bringing a hands-on approach to portfolio management, investment research, and investment solutions for financial advisors.

Blair Ridley brings nearly three decades of fixed income expertise to the Concurrent team, spanning portfolio management, product development, and advisor consulting.

Most recently serving as Vice President at Fidelity Investments, Blair was a founding team member who built and launched Fidelity Bond Beacon — the firm’s real-time fixed income trading and portfolio management platform — and led its commercialization across thousands of clients, driving fixed income trading volumes from approximately 13% to 52%.

Prior to Fidelity, Blair spent over two decades at DWS / Deutsche Asset Management as a Fixed Income Portfolio Manager, overseeing more than $3 billion in client assets across retail and institutional accounts. He holds a Bachelor’s degree in Economics from UC San Diego and a Master of Science in Investment Management from Boston University, and is a Certified EFFAS ESG Analyst. Blair is a 2023 Fidelity Circle of Excellence Award recipient and brings a record of results, deep market knowledge, and a passion for client service.

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 BBA in Finance and remains a proud alumnus.

Matthew began his career at Fidelity Investments, where he held various roles in private wealth management, including equity trader, bond trader, and risk management consultant for the firm’s advisors. His diverse experience in financial markets has equipped him with a strong foundation in portfolio management and risk analysis.

Most recently, Matthew contributed his expertise to the University of Cincinnati’s endowment fund, where he analyzed a wide range of investments to support long-term institutional growth. His background in both institutional and private wealth management allows him to deliver strategic insights and tailored solutions to clients.

Outside of work, Matthew enjoys staying connected with his alma mater and engaging in financial market research.

Kristin Nelson is an investment strategist with deep expertise in multi-asset portfolio construction, factor investing, and risk management. At BlackRock, she led strategy for a $3B factor models platform, authored the Quarterly Factor Outlook, and partnered with advisors and institutions to design custom model portfolios and launch scalable index solutions. Kristin holds a finance degree from Wharton, a computer science degree from the University of Pennsylvania, and the Chartered Financial Analyst designation.

Josh Don is the Director of Investment Operations at Concurrent Investment Advisors, where he plays a key role in supporting the firm’s investment platform, operational infrastructure, and advisor experience. In this role, he works closely with investments, operations, and technology teams to ensure scalable, efficient, and compliant investment operations across the firm.

Josh began his career at Concurrent in 2022, where he has developed broad expertise in investment platform oversight, advisor enablement, and operational execution. In his role, he supports onboarding and implementation across the firm’s investment platforms, serves as a key escalation point for trading, custodial, and platform-related matters, and contributes to the development of scalable, compliant operational processes.

Josh is a graduate of the University of Tampa and a native of Scituate, Massachusetts. Outside of his professional responsibilities, he maintains a strong interest in the financial markets and enjoys spending time on the golf course.

Thais Dosal is a 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 joined the NRS team at A.G. Edwards before taking time away to focus on raising her family. After her two sons started school, she rejoined the team in 2012, contributing across various roles.

At Concurrent Asset Management, Thais plays a key role as an Associate, overseeing projects, supporting advisors, and managing client relationships. Fluent in Portuguese and Spanish, Thais is passionate about serving her community and actively volunteers in various church ministries. In her free time, she enjoys spending quality time with her family.