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Concord Advisory Group Ltd
Concord provides strategic advice to institutions that want to improve the results of their investment programs. Consulting services empower an...
Overview
Concord provides strategic advice to institutions that want to improve the results of their investment programs. Consulting services empower an organization's internal staff, investment committee and board members. Concord accepts no compensation from financial institutions; the only product sold is non-conflicted professional advice. Services focus on governance, strategy and implementation.
General information
Firm type
RIA
Year founded
1988
Location
City
Princeton
Principals
Christopher E. Cahill
Partner
Scott Santin
Managing Partner, Chief Compliance Officer
Matthew Bethea
Portfolio Analyst
John Bolton
Managing Director
Christopher Cender
Investment Consultant, Director
Ernesto Dominguez
Senior Portfolio Analyst
Renee Gallagher
CIMA, Director-Client Relations
Vishal Ganeshan
Portfolio Analyst
Michael Grisley
CIMA®, Investment Consultant, Director
Harrison Joseph
Portfolio Analyst
Lisa Maleson
Senior Portfolio Analyst
Kelly Minning
Senior Portfolio Analyst
Juan Molina
Senior Portfolio Analyst
Brendan Rebele
Portfolio Analyst
Suzette Rodriguez
Senior Portfolio Analyst
Chad Santin
Managing Director-Consulting Operations, Compliance
Scott Schleiffer
Investment Consultant, Director
Matthew D. Tamasi
Investment Consultant, Director
James Tan
CFA, Investment Consultant, Director
Colleen Trommer
Portfolio Analyst
Tamerlane Asher
CFA, Senior Research Associate
Marissa Hine
CFA, Managing Director, Director of Research
Paul Laux
Director-Research
Victoria Lukonin
Research Analyst
Thomas Lyons
CFA, Director-Research, Senior Investment Strategist
Sector focus
Frequently asked questions
What is the investment strategy of Concord Advisory Group Ltd?
The firm's investment strategy is not publicly documented. No asset-class preferences, sector focuses, or geographic concentrations have been confirmed through any verifiable source.
Where is Concord Advisory Group Ltd headquartered?
The firm is registered in the United Kingdom, but a specific operational headquarters is not publicly listed. Contact details are not available through standard corporate filings.
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