Concorde Welcomes Financial Advisor Frank Piscitelli to Platform Through Sequent Real Estate + Wealth Management
ANN ARBOR, Mich. (Feb. 12, 2026) – Concorde announced today that financial advisor Frank Piscitelli has joined its platform through Sequent Real Estate + Wealth Management, an affiliated real estate and wealth management firm. Piscitelli brings specialized experience advising real estate owners on Section 1031 exchanges and passive, fractional real estate investments, including Delaware statutory […]
Concorde Welcomes Independent Financial Advisor Ashley Romiti to Broker-Dealer Platform
ANN ARBOR, Mich. (Feb. 2, 2026) – Concorde announced today that Ashley Romiti, founder and president of GCA 1031, has joined the firm’s broker-dealer, Concorde Investment Services. Romiti specializes in tax-advantaged investment strategies for real estate owners. “Ashley brings deep expertise in 1031 exchanges and real estate transition strategies, along with a disciplined, investor-first approach […]
Concorde Investment Services Welcomes G3 Capital to its Broker-Dealer Platform
ANN ARBOR, Mich. (Jan. 27, 2026) – Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide, today announced that G3 Capital has joined the Concorde platform. G3 Capital is a California–based financial services firm dedicated to helping real estate owners and investors manage and maximize their wealth through innovative […]
Concorde Investment Services Announces Adoption of AltsIllustrator, a Powerful New Analytics Platform for Alternative Investments
ANN ARBOR, Mich. (Jan. 7, 2026) – Concorde Investment Services, a leading independent broker-dealer and registered investment adviser platform serving financial advisors nationwide, today announced the firmwide adoption of AltsIllustratorTM, an innovative analytics and comparison platform developed by two financial advisors within the Concorde system. The new tool is now available to all Concorde-affiliated advisors […]
Concorde Promotes Sydney Hockaday to Managing Director, Marketing
ANN ARBOR, Mich. (Nov. 7, 2025) – Concorde has promoted Sydney Hockaday to managing director, marketing. In her new role, she is responsible for shaping and implementing the firm’s integrated marketing strategy across its broker-dealer, RIA and insurance divisions. This expanded position includes senior leadership over brand development, communications and strategic planning, ensuring that marketing […]
Concorde CEO Danielle Delongchamp Named Chief Executive Officer of the Year at 2025 Wealth Management Industry Awards
ANN ARBOR, Mich. (Sept. 15, 2025) – Concorde President and CEO Danielle Delongchamp has been named Chief Executive Officer of the Year at the 2025 Wealth Management Industry Awards (“The Wealthies”). The honor reflects Concorde’s commitment to equipping financial professionals with an integrated ecosystem of solutions that help them deliver meaningful results for clients. “I’m […]
Sydney Hockaday Joins Concorde as First Director of Marketing
ANN ARBOR, Mich. (May 15, 2025) – Concorde has hired Sydney Hockaday as director of marketing. In this newly created role, she will lead Concorde’s marketing strategy with a focus on elevating brand visibility, deepening client engagement and fueling growth through targeted business development and advisor recruitment initiatives. “Throughout my leadership journey, I’ve come to […]