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.
Consulting Team - Princeton Office
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.
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.
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.
Mr. Schleiffer joined Concord in 2012 as a portfolio analyst. Mr. Schleiffer was promoted to a consulting role in 2016. As 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Research Team - Princeton Office
A CFA charter holder since 2006, Ms. Hine recently earned the CFA Institute Certificate in ESG Investing. Developed in consultation with leading firms and supported by the UN PRI, the CFA Institute Certificate in ESG Investing enables certificate holders to expand ESG knowledge and develop the skills and competencies to fulfil both fiduciary responsibilities and responsible investment mandates. Ms. Hine conducts broad investment manager research with a focus on SRI/ESG and impact investing. Additional 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.
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.
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.
As Concord’s research strategist Mr. Lyons performs broad investment research for identifying innovative and best in class strategies for clients. Areas of specialty include asset allocation research, private credit and alternative investments. Mr. Lyons takes a lead role in the development of the quarterly market outlook as a member of Concord's Investment Strategy Group. Tom is the primary author of Concord's monthly Market Highlights publication. Mr. Lyons earned a BSBA, in Finance from Villanova University and he is a member of the CFA Society of Philadelphia. Tom was previously employed with Susquehanna International Group, and Ameriprise Financial.
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.
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.
Consulting Team - Orlando Office
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.
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.
Mr. Renner performs portfolio oversight and reporting for his team’s clients. Logan attended Florida Gulf Coast University where he earned a Bachelor of Science in Finance, with a Music minor. Before joining Concord Logan was employed at MD Solutions as a financial operations intern.
Administration & Technology
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.
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.
Prior to joining Concord Ms. Toedtman worked at Forrester Research as a Program Manager in data services. Kim earned her Bachelor of Arts at Colgate University. As Office Adminstrator Kim manages firm travel, marketing and various administration responsibilities.