Welcoming Ehud Gersten: A New Addition to Concorde Investment Services

Concorde Welcomes Ehud Gersten

In a notable move that underscores its commitment to enhancing investment strategies for clients, Concorde Investment Services has officially announced the addition of licensed financial professional Ehud Gersten to its team. Known for his expertise in tax-advantaged investment strategies, Gersten brings a wealth of experience and insight.

A Strong Background in Finance and Law

Danielle Delongchamp, the President and CEO of Concorde, expressed enthusiasm about Gersten's arrival. She noted that his diverse background - which encompasses securities, law, and real estate - is exactly the type of multidimensional expertise that can add substantial value to their investor network. Gersten's previous experience includes founding and managing the Gersten Law Group in San Diego, where he garnered recognition among the city's Best of the Bar and was featured in the prestigious Super Lawyers magazine.

Gersten has been an influential voice in the finance community, with insights featured in reputable publications such as Bloomberg and Forbes. His affiliation with the Forbes Finance Council further cements his status as a distinguished financial advisor. His primary focus is to guide accredited and high-net-worth investors through the intricacies of alternative investments, helping them navigate potential opportunities and risks.

A Commitment to Ethical Practices

Joining Concorde was an intentional choice for Gersten, who noted that the firm's culture of integrity and commitment to compliance aligns with his professional values. In his own words, "It's a firm that's continuously enhancing its technology and resources to better support advisors and their clients." This forward-thinking approach resonates with both Gersten's professional aspirations and the broader goals of Concorde.

Gersten's academic credentials are as robust as his professional ones. He holds a Bachelor's degree in Political Science, a law degree from the University of Auckland in New Zealand, and a Master of Laws (LL.M.) degree specializing in intellectual property from Boston University. Additionally, he holds several FINRA licenses, including Series 3, 7, 63, and 66.

Concorde's Vision and Impact

Founded with a vision to support financial professionals and their clients, Concorde focuses on a holistic approach to investment. As a nationally recognized full-service broker-dealer and SEC-registered investment advisor, the firm is committed to providing a well-integrated ecosystem of investment, advisory, and insurance solutions tailored for each client's unique needs.

Concorde's mission is rooted in a philosophy of partnership and progress, allowing clients to explore their financial goals with utmost confidence. With offices across all 50 states, the firm prides itself on serving clients through a personalized experience, aimed at maximizing potential while ensuring an ethical and compliance-oriented approach.

As it continues to grow and adapt to the evolving financial landscape, the addition of professionals like Ehud Gersten promises to amplify Concorde's capabilities, ultimately enriching the experience for both advisors and investors alike.

For more information about Concorde Investment Services and its offerings, visit concordeis.com.