# Concord Advisory Group Ltd

Concord Advisory Group Ltd is a RIA based in Princeton.

## Overview

- **Organization type:** RIA
- **Headquarters:** Princeton
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** concordadvisory.com

## Regulatory record

- **CRD number:** 107291
- **SEC file number:** 801-38219
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107291

## About

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.

## Sectors

- mid-sized institutions
- not-for-profit organizations

## People

- 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

## Questions

### Who runs Concord Advisory Group Ltd?

Concord Advisory Group Ltd's directors and beneficial owners are not publicly disclosed in accessible records. The firm does not maintain a public website or LinkedIn presence, so leadership is unknown.

### 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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Last updated: 2026-08-11T15:06:27.647Z

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