Our Team

Concord’s Co-Founders

Christopher E. Cahill, Partner

As one of the founders of the company, Mr. Cahill has been with Concord since 1988. Mr. Cahill is a chairperson of Concord’s Investment Strategy Group (ISG). Mr. Cahill is actively engaged with clients in a lead consultant capacity, as well as developing investment strategy for all clients. Prior to founding Concord, Mr. Cahill worked for both Merrill Lynch and PaineWebber. Mr. Cahill earned his B.A. degree in Economics from Washington & Lee University in Lexington, VA. He is a lifelong resident of the Princeton, N.J. area.

Scott Santin, Managing Partner, Chief Compliance Officer
As one of the founders of the company, Mr. Santin has been with Concord since 1988. Mr. Santin is a chairperson of the Concord ISG. As Managing Partner, Mr. Santin is responsible for oversight of all firm operations, strategy, and compliance. He is actively engaged with clients in a lead consultant capacity, as well as developing investment strategy for all clients. Prior to founding Concord, Mr. Santin worked for Merrill Lynch, PaineWebber and Hamilton & Co. Mr. Santin earned a B.S. degree in Finance from Rider College in Lawrenceville, N.J. and a MBA degree from Rutgers University in Newark, N.J. He has been a lifelong resident of the Princeton, N.J. area.
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Consulting Team - Princeton Office

Bradford Stephan, CFA, Managing Director

Mr. Stephan joined the Concord consulting team in 2012 and became a voting member of the ISG in 2016. Before joining Concord, Mr. Stephan was a Director in Perella Weinberg Partners Agility Group and a Senior Managing Consultant at PFM Advisors. Bradford also served as Investment Director for SEI’s Institutional Group. Mr. Stephan earned his MBA in Finance from Villanova University and is a graduate of the University of Delaware with a B.S. in Business Administration.

Michael J. Michalski, Senior Consultant

Mr. Michalski has been working in institutional investment consulting since 1989 when he joined Concord. Mr. Michalski has extensive experience providing leadership to finance committees for the stewardship of their organization’s assets. Mr. Michalski's prior experience comes from being a security analyst with the National Association of Insurance Commissioners. Michael graduated from Rutgers with a B.A. degree in Accounting and an MBA degree in Finance.

Christopher Cender, Consultant

Mr. Cender began his career with Concord as a Portfolio Analyst in 2012. As an analyst, Chris worked closely with finance office personnel on portfolio administration and reporting. Chris was promoted to consultant in 2016, and currently he is engaged with leading governance and reporting for defined contribution plans. Responsibilities include research on managers, industry news and regulations, developing board education materials, and client portfolio oversight. Mr. Cender attended American University where he earned a B.S. degree in Business Administration, Finance with a minor in Economics. Chris was previously employed at MSCI-Institutional Shareholder Services.

Scott Schleiffer, Consultant

Mr. Schleiffer joined Concord in 2012 as a portfolio analyst. Mr. Schleiffer was promoted to a consulting role in 2016. As a Consultant, he is responsible for the day-to-day oversight of all operational activities on the client service team. Scott works closely with Concord's Senior Consultants to deliver investment consulting services, including daily interaction with client staff and ongoing oversight of manager activities. Mr. Schleiffer holds a Bachelor of Science degree in Business Administration, Economics & Finance from Rider University. Mr. Schleiffer was previously employed by Johnson & Johnson Global Financial Services.

Matthew D. Tamasi, Senior Portfolio Analyst

Mr. Tamasi started his career at Merrill Lynch. He joined Concord in 1989 shortly after the firm was founded. Mr. Tamasi has over thirty years’ experience delivering Concord’s services. As Senior Analyst he manages client onboarding, rebalancing and ongoing portfolio oversight. Mr. Tamasi holds a B.S. degree from Ithaca College.

Michael Grisley, CIMA® , Senior Portfolio Analyst

Mr. Grisley performs portfolio oversight and reporting for his team’s clients. Mike is a graduate of the Ramapo College of New Jersey, Anisfield School of Business where he obtained a B.S in Finance and Business Administration. Mike earned the Certified Investment Management Analyst designation in 2019 and he is a member of the Investments and Wealth Institute.

Chad Santin, Senior Portfolio Analyst

Mr. Santin is responsible for portfolio oversight, client reporting, and investment analysis. As a senior analyst, Chad provides administrative support to clients' finance staff. Chad graduated from Rider University with a Bachelor of Science in Accounting.

Andrew Rowan, CFA, Senior Portfolio Analyst

Mr. Rowan performs portfolio oversight and reporting for his team’s clients. Prior to joining Concord Andrew was employed by Bank of America Merrill Lynch as a Financial Advisor, and as a Staff Internal Auditor at Caesars Entertainment Corporation.  Mr. Rowan graduated from Kean University with a Bachelor of Science in Accounting and he is a member of the CFA Society of Philadelphia. 

Alex Ochalski, Senior Portfolio Analyst

Mr. Ochalski performs portfolio oversight and reporting for his team’s clients. Alex graduated from the University of Scranton with a Bachelor of Science in Operations and Information Management.

Lisa Maleson, Senior Portfolio Analyst

Ms. Maleson performs portfolio oversight and reporting for her team’s clients. Lisa graduated from Rider University with a B.S. degree in Business Economics. Lisa was previously employed at Merrill Lynch as a mutual fund trader and senior portfolio analyst assistant.

Kelly Minning, Senior Portfolio Analyst

Ms. Minning has over twenty years of experience working in back and middle office operations.  Most recently Kelly worked with Broadridge Financial as a Senior Production Analyst.  Prior experience includes working in Corporate Actions at State Street Corporation and BlackRock Financial Management. Ms. Minning graduated from Rider University with a B.S.B.A.  in Finance.

Emme McCarter, Portfolio Analyst

Ms. McCarter attended South Carolina University completing her Bachelor of Science in Business Administration at the Darla Moore School of Business, majoring in Risk Management and Insurance.  Ms. McCarter completed a brokerage and agency internship with South Carolina Farm Bureau Insurance.  Working with Concord’s Analyst team Emme performs portfolio oversight and reporting for clients.

Rama Nataraj, Portfolio Analyst

Ms. Nataraj completed her bachelor’s degree in Statistics at the University of Mumbai.  Before joining Concord Rama held an accounting role with Casper Pharma, and she previously worked as a financial analyst at Bloomberg.  Ms. Nataraj has passed all three levels of the CFA exam and is working to earn the designation. 

Steven Yezzi, Portfolio Analyst

Mr. Yezzi attended Boston College completing his Bachelor of Science at the Carroll School of Management, with a concentration in finance.  At Boston College he was engaged with The New England Classic as an Editor.  Mr. Yezzi completed an internship with PNC Financial Services Institute prior to joining Concord.  Working with Concord’s Analyst team Steven performs portfolio oversight and reporting for clients.

Consulting Team - Orlando Office

John Bolton, Senior Consultant

Mr. Bolton joined Concord as an analyst in 2011 in the role of portfolio oversight. During John’s tenure he managed a client service team before moving into relationship management. In 2018 John earned the Senior Consultant designation. John is a senior member of Concord’s Consulting team, servicing clients across the firm. Mr. Bolton holds a B.S. in Finance from Wake Forest University, Wayne Calloway School of Business and Accountancy. Before joining Concord Mr. Bolton was employed by Investors Savings Bank and Metropolitan Life.

Nathan Cress, Portfolio Analyst

Mr. Cress performs portfolio oversight and reporting for his team’s clients.  Nathan graduated from Florida International University with a Bachelor of Business Administration in Finance & International Business.  While attending FIU Nathan was actively involved with the Phoenician Investment Fund.

James Tan, Senior Portfolio Analyst

Mr. Tan performs portfolio oversight and reporting for his team’s clients. James attended The University of Central Florida where he earned a Bachelor of Science in Business Administration, Finance. Before joining Concord James worked as a Financial Analyst Intern at Tishman Hotel Corporation. Mr. Tan is currently a CFA Level III Candidate. 

Research Team - Princeton Office

Paul Laux, Director, Research

Mr. Laux is a co-chairperson of Concord’s Investment Strategy Group where he has an integral role identifying managers and strategies that are appropriate for Concord clients. The Director works closely with all consultants to deliver client focused investment solutions. Prior to Concord, Mr. Laux was Director of Research for Ernst & Young’s Investment Advisory Service Practice and was a Senior Research Analyst in Merrill Lynch’s Consulting Services Group. He also previously spent time on the plan sponsor side with Public Service Enterprise Group and Orange and Rockland Utilities. Mr. Laux’s educational background includes an MBA in Financial Management from Iona College and a BBA in Accounting from Siena College.

Tamerlane Asher, Research Associate

Mr. Asher started his career with Concord in 2017 as a portfolio analyst. After indoctrinating in the portfolio oversight role Tam joined Concord’s research team. Conducting investment strategy analysis and performing ongoing due diligence on investment managers are Tam’s primary responsibilities. Tam earned his Bachelor of Arts degree in Mathematics & Economics at Lafayette College. Mr. Asher also majored in German and he is fluent in the language. Mr. Asher is currently a CFA Level III Candidate.

Marissa Hine, CFA, Senior Research Associate

A CFA charter holder since 2006, Ms. Hine conducts broad investment manager research with a focus on SRI/ESG and impact investing. Areas of specialized knowledge include the real estate and private equity sectors. Prior to Concord, Ms. Hine was employed at The Burgiss Group as a Senior Client Service Associate. Marissa also held positions with GMAC Residential Capital, Fitch Ratings and Deutsche Bank. Ms. Hine obtained her B.A. in Business and Economics from Lafayette College.

Andrew Greenwald, CPA, Research Associate

Mr. Greenwald attended The University of Central Florida where he earned a Master of Science in Accounting. Andrew engaged with Concord as a member of the Orlando consulting service team. After working in portfolio oversight and reporting for three years Andrew transitioned to Concord's research team in 2021. Andrew's responsibilities include data analytics and due diligence on passive investment strategies. Before joining Concord Andrew worked as a staff accountant at Rudolph & Shivers, PLLC. Mr. Greenwald is currently a CFA Level II Candidate.

Alyssa Juros, Research Associate

Ms. Juros specializes in fixed income research and pensions. Alyssa has over twenty years of experience in fixed income research and portfolio management. Her previous positions were with Neuberger Berman as a Short Duration Portfolio Manager and Credit Analyst and UBS Financial Services as a Lead Research Analyst on the manager research team. Ms. Juros holds an MBA- Finance from Fordham University and she earned a BA - Political Science at the University of Rochester.

Victoria Lukonin, Research Analyst

Ms. Lukonin assists the research team in conducting manager due diligence. Victoria earned her Business Administration degree from Thomas Edison State College. She has extensive experience in investment operations for fixed income and alternative investments, most recently at Prudential Investment Management and Deutsche Asset Management.

Thomas Lyons, CFA, Senior Investment Strategist

As Concord’s research strategist Tom performs broad investment research for identifying innovative and best in class strategies for clients. He specializes in asset allocation research, private credit and alternative investments. Mr. Lyons leads the development of the quarterly market outlook with Concord’s Investment Strategy Group. Mr. Lyons earned a BSBA, in Finance from Villanova University. Mr. Lyons is a member of the CFA Society of Philadelphia. Tom was previously employed with Susquehanna International Group, and Ameriprise Financial.

Michael Sadovy, Senior Research Associate

Mr. Sadovy has been a member of the Concord research team since 2008. Mike has immense experience conducting due diligence on investment managers and performing all equity asset class analysis. Smart Beta and Factor investing are two sectors Mike specializes in. Prior to joining Concord, Mr. Sadovy was a Vice President / Research Analyst with Citigroup’s Global Wealth Management–Investment Advisor Research Department (now a part of Morgan Stanley). Mr. Sadovy graduated Summa Cum Laude from Rider University with a Bachelor of Science degree in Business Administration with a concentration in Finance.

Administration & Technology

Lynn Barclay, Director, Business Management

Ms. Barclay joined Concord in 2000. Ms. Barclay executes business administration for Concord including human resources and marketing, along with assisting the firm’s chief compliance officer. Prior to joining Concord, Ms. Barclay worked for The Wall Street Journal in various administrative positions. Lynn graduated from Douglas College, Rutgers University with a B.A. in Economics.

Min Li, Director, Technology

Ms. Li joined Concord in 2005 to develop a proprietary software system for client service and reporting. The CAG system was officially copyrighted in 2012 and Min continues to customize the software for performance reporting and client service management. Prior to joining Concord, Ms. Li worked at Microsoft Corp. as a Software Engineer, and at Princeton University. Ms. Li received her Ph.D. in Physical Chemistry from the University of Pennsylvania.

Kristen Leonardo, Executive Administrator
Ms. Leonardo joined Concord in 2005 as a member of the research team. Kristen transitioned to office administration and currently works closely with the Director of Business Management to manage office operations. Ms. Leonardo graduated from Rider University with a B.A. degree in Liberal Arts.
Lauren Toscano, Office Administrator

Ms. Toscano graduated from Rutgers University with a B.A. degree in Business Administration.  Lauren manages firm travel along with marketing and office administration responsibilities.