Joe Mooney is Managing Director and Head of Business Development at Concurrent Investment Advisors, where he leads the firm's national growth strategy across advisor recruiting, enterprise partnerships, and minority equity investment. Over the past 18 months, Mooney led 43 completed transactions, including 71 direct advisor affiliations and 6 RIA Capital Partners minority equity investments, recruiting $10.4 billion in assets and $76.6 million in revenue. Every transaction included a minority equity stake. Mooney built a recruiting framework that integrates platform delivery and equity partnership into a single advisor conversation, introduced disciplined pipeline management across a national team, and expanded Concurrent's enterprise channel to serve established RIAs seeking growth capital without consolidation.