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Jeff Concepcion and Howard Milstein combine to take dead aim at COVID-distressed RIA market -- putting youthful executive energies and a billionaire's capital on a bold path

Both the Stratos Wealth CEO and the owner of Emigrant Bank are known to be conservative in RIA circles, but together -- shooting for upper-strata firms with as much as $750 million -- they are showing uncharacteristic opportunism.

Author Oisin Breen April 24, 2020 at 8:37 PM
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Jeff Concepcion: 'I don't want to say there's unlimited dry powder ... [but] there's an awful lot ...'

Hybrid RIA



Related Moves

October 5, 2018 at 7:40 PM


Mentioned in this article:

Stratos Wealth Partners
RIA Seeking to Hire Advisors
Top Executive: Jeff Concepcion



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