Joe M. in

Joe M.

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Chief Operating Officer at Concurrent
📍 Mount Pleasant, South Carolina, United States

Joe M. is the Chief Operating Officer at Concurrent, leveraging extensive experience from founding Imprint Wealth and Ascend Consulting. Colleagues describe him as a consummate professional with strong interpersonal skills and a tireless work ethic. He holds a Certificate in Blockchain and Digital Assets.

Fueled by an adventurous spirit, Joe is passionate about personal growth and endurance challenges. He actively participates in Ironman races, drawing parallels between the resilience required in racing and the journey of life. He enjoys exploring themes of leadership, purpose, and overcoming setbacks outside of his professional role.

He hosts a podcast called "What Is Your Mountain? " where he discusses what Ironman racing teaches about business and resilience.

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Experience
25 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Mount Pleasant, South Carolina, United States
Personality Overview

How Joe shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Joe cares about

Leadership & Growth
His personal mantra is empowering individuals to thrive. He frequently posts about leadership, purpose, and consistent growth, connecting these themes to his professional and personal life.
Endurance Sports
He is an Ironman competitor and uses the experience to discuss resilience, handling setbacks, and embracing discomfort in his "What Is Your Mountain? " podcast.
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Career

Work history

5-2023
Chief Operating Officer
Concurrent
7-2022 - 2-2025
Founding Partner
Imprint Wealth
6-2017 - 2-2025
Founder
Ascend Consulting
6-2017 - 3-2018
Managing Director
Pacer ETFs
10-2015 - 6-2017
Managing Director
Morgan Creek Capital Management, LLC
In the press

Media appearances

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Education
Education details unavailable
New York University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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