Concentric Private Wealth jobs and careers

McLean, VA, United States

About Concentric Private Wealth

Concentric Private Wealth provides independent wealth management and financial planning services with a focus on behavioral advice. They are located in the Washington DC Metropolitan area and have clients throughout the United States.

Finance Financial Services Service Industry

Founded: 2012
Employees: 1 to 10
Headquarters: McLean

Leadership

The top of Concentric Private Wealth's org chart, with how many people report into each leader.

Katherine Liola

Founder and CEO

5 reports

Peter M. Daniels

Client Advisor

Peter Daniels

Client Advisor

Rick Marx

Client Advisor

Rebecca Sanderson

Chief Of Staff

Beca Sanderson

Director of Operations

Jobs at Concentric Private Wealth

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