Broker Check

Team

Patrick Hart

Financial Advisor

954-654-1126

PH@ConciergeCap.com

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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Kevin Hart

Financial Advisor

5617503138

5617507985

Kevin@conciergecap.com

Kevin Hart has spent his entire working career in the financial services realm. For the past three decades, Kevin worked on the institutional side of the business, assisting large insurance companies and other investment companies like...
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Elena Kopin

Director of Operations

5617503138

5617508975

Elena@Conciergecap.com

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

michelle@conciergecap.com

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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