Concorde Taps Former J.P. Morgan Advisors Manager Elizabeth Leon to Lead Operations
The Ann Arbor broker-dealer says the hire is meant to strengthen the operational support behind its advisors as the firm grows.
October 2, 2026
Concorde, the Ann Arbor, Michigan-based independent broker-dealer and registered investment advisor, has named Elizabeth Leon vice president of operations, the firm announced Sept. 30. The firm did not disclose an effective date for the appointment or say whether Leon succeeds a prior head of operations.
Leon brings 30 years of financial industry experience across New York and South Florida. She most recently served as senior client service manager for the Southeast region at J.P. Morgan Advisors in Florida. Earlier, she held roles at Merrill Lynch, Morgan Stanley and RBC Wealth Management, building experience across broker-dealer operations, investment advisory work and private banking.
Danielle Delongchamp, Concorde's president and chief executive officer, said Leon's three decades in the business make her well suited to run the firm's operations team. Delongchamp cited Leon's background in broker-dealer operations and client service management, along with her FINRA licensing, as strengths that will reinforce the operational support Concorde provides its financial professionals as the firm continues to grow.
Background
According to the firm, Leon has led, managed and coached service-focused teams throughout her career. Her work has also included risk mitigation, operational best practices and adherence to firm and regulatory standards.
Leon holds FINRA Series 4, 7, 9/10, 24, 31, 53, 63 and 66 licenses. She earned a degree in business administration and management from Berkeley College in New York.
About Concorde
Concorde Holdings, Inc. is the parent company of three operating units: broker-dealer Concorde Investment Services, registered investment adviser Concorde Asset Management and Concorde Insurance Agency. The firm says it serves clients in all 50 states.
The appointment follows Concorde's firmwide adoption in January of AltsIllustrator, an analytics and comparison platform built by two advisors within the Concorde system. The tool lets the firm's affiliated advisors compare Delaware statutory trust offerings used in Section 1031 exchanges on characteristics such as strategy, asset type, leverage, fees, distributions and liquidity terms.
