Concord Equity Group Inc., a Matawan, N.J., provider of outsourced wealth management services, hired David Mittelman a managing director. Mr. Mittelman will plan, organize, and direct administrative and operational support functions.
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He was an assistant vice president of operations at Bank of New York Mellon Corp.'s Pershing Advisor Solutions.
Concord helps financial services organizations compete in the fee-based investment advisory business by providing them a wealth management platform that can be customized. Its clients including trust companies, banks, broker-dealers, clearing firms, insurance companies, and independent advisory firms.
