Broker Check

Team

Patrick Hart

954-654-1126

[email protected]

Money Has been an interest of mine for a long time. At 20 years old, I first realized that I wanted to help people manage their money. But I feared clients would have trouble trusting a recent college graduate with their retirement...

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Elena Kopin

Director of Operations

5617503138

5617508975

[email protected]

Elena has been working in financial services for over past 30 years. Initially, she got her start in banking but eventually made the transition to retail financial advice in 2006. Elena's main responsibilities of the office are...
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Michelle O'Connor

Customer Service Specialist

5617503138

5617508975

[email protected]

Michelle has been working with Concierge Capital Management for several years now. Besides being Elena's oldest daughter, Michelle's main responsibilities of the office are organizing marketing communications, organizing client...
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