James Cravotta - New Managing Director

September 2, 2011

San Jose, CA:

James P. Lynch, President of CONCERT Wealth Management, Inc.  is pleased to announce the hiring of James W. Cravotta, Managing Director, for the Orange County, CA office.

Before joining CONCERT, Cravotta was first vice president of investments at Morgan Stanley Smith Barney.

He earned a post-graduate degree in Global Enterprise Management from Oxford University, UK and an MBA in Business Management/Finance from Pepperdine University.

After earning  his MBA, he joined Merrill Lynch.

Cravotta currently has $250 million in assets under management and was awarded 5 Stars in Service by Orange Coast Magazine.

“CONCERT’s unique model allows us to simultaneously use the best products and services from the top financial Institutions and brokerage firms in one location with lower costs” Cravotta explained. “This provides us with a competitive edge over any single financial institution or retail brokerage.”

“I am confident that this change will enhance the value that we provide to our clients,” he added.

"We are very excited to have James and his team as part of our organization,” stated Lynch. “We couldn't ask for a more consummate professional to represent the firm in Orange County.”

“CONCERT Wealth Management's commitment to offer an alternative solution to breakaway brokers that want to leave the confines of the wirehouse world and act as true fiduciaries to their clients was a key factor in their decision process to join us,” said Lynch.

“We look forward to developing a meaningful presence in the financial services community in Orange County and the surrounding areas", he added.

About CONCERT:CONCERT Global, Inc. is the parent company of CONCERT Advisor Services, Inc., CONCERT Wealth Management, Inc (a Registered Investment Advisor), CONCERT Capital Management, Inc., CONCERT Private Wealth, Inc., Private Client Advisors, LLC., and CONCERT Business Consulting, Inc. Established in 2005 by CEO Felipe Luna, the company serves independent financial advisors as well as retail clients and institutional and high-net worth investors. The company also provides business consulting services such as cost and efficiency analysis and cash management.