View in browser
 
 
 
Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
January 16, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

In the latest edition of "Show Me Your Stack," Joe McQuaid discussed the importance of going the distance.

In the next 10 years, he said he plans to run in the six world marathon majors and scale the Seven Summits — the highest mountains on each continent.

McQuaid, managing director of platform solutions and advisor experience at Concurrent Investment Advisors, is currently focused on building a data lakehouse to help the firm promote stamina.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
Connect with Rob:
 
linkedin
 
 
 
TOP STORIES
 
Show me your Stack
 
Advisor tech choices for the long run: Show Me Your Stack
 
man running behind shrubs 4/15/19
 
When he's not preparing to climb the world's highest mountains and run the major marathons, Joe McQuaid, managing director of platform solutions and advisor experience, ensures Concurrent Investment Advisors' tech stack has stamina.
 
 
Read the latest in Wealthtech
 
 
 
 
 
Financial Planning
 
You're receiving this email because you signed up for Editorial emails from Financial Planning.
 
To update the emails you want to receive, or to unsubscribe from our mailing list, please visit our Email Preference Center.
 
Arizent
 
Arizent
360 Madison Avenue, 8th Floor
New York, NY 10017
 
About | Subscriptions | Contact | Privacy Policy
 
Have questions or concerns? Contact Support
 
Follow us in real time:linkedinxfacebook