04.17.2025

13th Annual State of the Markets panel discussion hosted by Texas Wall Street Women

Brittany Smith and Tia Woolfolk recently attended the 13th Annual State of the Markets panel discussion hosted by Texas Wall Street Women. Concurrent’s Chief Investment Strategist, Leah Bennett, CFA, was a featured speaker on the CIO Panel.

Wealth Partners Alliance is thrilled to welcome Leah to Concurrent and are immediately seeing the impact of her insights and research. Her strategic perspective is elevating not only the work we do at Wealth Partners Alliance, but also delivering value across the broader Concurrent investor community.