Broker Check

CCM Team

Patrick Hart

President & Founder

904-478-5413

PH@ConciergeCap.com

Mr. Hart started Concierge Capital Management, LLC in 2018. His key role is collaborating with affluent families and aiding them with goals-based financial planning and risk mitigation strategies. Concierge Capital’s focal point...
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Kevin Hart

Register Representative & Chief Marketing Officer

9044785413

KH@conciergecap.com

Kevin brings more than 25 years of industry experience, with expertise in building and overseeing investment distribution platforms. Most recently, Mr. Hart was EVP and CMO of Oceanview Life and Annuity company. at Security Benefit,...

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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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