I am the co-founder of Concentus Wealth Advisors and currently serve as the Chief Operating Officer (COO).
I grew up in the world of finance. My dad (and our original founder), Gerald “Zeke” Strid, spent much of his early career as a traditional stockbroker. So, I’ve always been familiar with the markets.
After graduating from Georgetown in 1997, I followed my brother Erik’s footsteps and also took a year to enjoy the mountains, but this time in Jackson Hole. There, I had a variety of jobs: building bridges, managing a hotel, flipping burgers.
Eventually, I moved to New York City to start my “grown-up” life. I lived there for three years, working for Credit Suisse First Boston.
In 2003, I moved back to the Philadelphia area, got married, and joined my father and brother (Erik) to form The Strid Wealth Management Group under the Wachovia Securities (now Wells Fargo Advisors) umbrella.
While at Wachovia/Wells Fargo, I always felt we could do more for our clients. I came to believe that the delivery of financial advice was broken. There was too much focus on products and investment returns and not enough attention on the person.
We knew that we could do better, so we created Concentus Wealth Advisors to change that. In 2014, we left the big bank world behind and started our new journey of independence.
I am passionate about creating a better, more impactful experience for our clients. I believe that everyone should have access to financial advice that is specific to them and that they can easily understand and follow, from someone they can trust.
I am dedicated to building a company of amazing and committed people who all share the same vision: to transform the financial services industry to help the people we serve lead meaningful and productive lives.
Along the way, I hope to make a positive impact on the world and on the people around me. If I can help do that, I know I’ll make Zeke proud.
My Prior Experience
Began my career working for Credit Suisse First Boston in New York on their institutional sales desk and then as Director of Global Equities Information Technology.
Born and raised in Villanova, PA. Married with four children. Currently living in Berwyn, PA.
My Favorite Quotes
“Actions not words.”
– Cornelia Connelly
“He who knows when enough is enough will always have enough.”
“I want to put a ding in the universe.”
– Steve Jobs