Brent Mekosh Named 2026 InvestmentNews Advisor of the Year Finalist
We’re thrilled to share that Lead Advisor and Partner Brent Mekosh was recently named an InvestmentNews Excellence Awardee in the Advisor of the Year in the Alternative Investments category, which recognizes the advisor who has displayed excellence in alternative investment solutions such as real estate, commodities, and hedge funds.
It is an honor to be recognized as a finalist alongside other accomplished professionals in this category, and what means even more is what this represents for our firm: our commitment to continue delivering modern planning and investment opportunities to the families we serve — and how far we’ve come in just two years. Since joining the Concurrent ecosystem, we’ve expanded our ability to access institutional-quality alternative investments and private market opportunities that have helped us create more diversified portfolios and better align strategies with each of our clients’ unique goals.
The award selection process, conducted by an unbiased panel of judges, considered advisors’ knowledge and understanding of alternative investment opportunities and how they incorporated them into client strategies, among other criteria.
Although Brent wasn’t named the overall winner, we’re proud that this recognition reflects the work of our entire team and the unique talents, expertise, and contributions they share each day, from investment research and selections to client care. We’re also reminded that milestones like this are rarely earned alone. We’re grateful for the trust of our clients, the support of our partners, and the dedication of our team along this journey.
Brent Mekosh of The Wealth Stewards, a team that provides advisory services through Concurrent Investment Advisors, LLC, was named an InvestmentNews Excellence Awards Advisor of the Year (Alternative Investments) Finalist by InvestmentNews on June 24, 2026 for the period June 24, 2026 to June 2027. No compensation was paid to InvestmentNews or its affiliates in connection with consideration for, or receipt of, the award. Compensation was not paid for award-related products and services, including licensing rights and promotional materials.
The rating was based on a review of eligible firms and determined using InvestmentNews evaluation parameters. The methodology does not evaluate the quality of services provided. Third-party ratings and recognitions are not indicative of future investment results and do not guarantee that a client or prospective client will experience a higher level of performance or results.
Learn more about the awards and winners here.
