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.
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. Bolton joined Concord as an analyst in 2011, working in the role of portfolio oversight. John progressed over the years into a consulting role managing a client service team. John was promoted to relationship manager in 2015, and then Senior Consultant in 2018. 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. Cender began his career at Concord in 2012 as a portfolio analyst. As an analyst Chris worked closely with finance office personnel on portfolio administration and reporting. Chris was promoted to consultant in 2016 and is now responsible for overseeing the client service provided by a team of analysts. 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 began his career in the portfolio analyst role in 2012. As an analyst Scott conducted investment analysis and performance reporting. Mr. Schleiffer was promoted to consultant in 2016 and now oversees a team of analysts. 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.
Ms. Cassel has over fifteen years of experience servicing institutional clients. Most recently Ms. Cassel served as a Client Relationship Manager with Aberdeen Standard Investments. Ms. Cassel’s prior experience includes a client service position at Lazard Asset Management and a market analyst role at Blackrock. Ms. Cassel holds a BS, Business Administration from University of Delaware. She has also participated in the Leadership Development Program at Temple University, Fox School of Business, and Ms. Cassel holds the Claritas Investment Certificate from the CFA Institute.
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.
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. 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. Lakshmanan double majored in Finance and Global Management graduating from the University of Pittsburgh with a Bachelor of Science in Business Administration. Viknesh completed several internships prior to working at Concord. Viknesh worked with BIS Oxford Economics in Sydney, Australia, Guosen Securities, Generational Transfer Entrepreneurs, and Computershare. Mr. Lakshmanan collaborates with his Client Service team to perform portfolio oversight and reporting.
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.
Mr. Joseph has over twenty years of experience serving in senior level financial positions with public, private, for-profit and non-profit organizations operating in various industries. Most recently, Mr. Joseph served as the Chief Financial Officer for the Roman Catholic Diocese of Orlando and he began his career with KPMG, LLP. Mr. Joseph’s key areas of expertise include: strategic planning, risk management, creation of organizational and financial reporting frameworks, oversight and management of retirement plans and investment pools, financial operations integration, tax exempt financing and self-insurance program administration. Mr. Joseph holds BS, Business Administration (Finance) and MS, Accounting degrees from the University of Florida, Gainesville, Florida.
Mr. Greenwald performs portfolio oversight and reporting for his team’s clients. Andrew attended The University of Central Florida where he earned a Master of Science in Accounting. Before joining Concord Andrew worked as a staff accountant at Rudolph & Shivers, PLLC. Mr. Greenwald is currently a CFA Level II Candidate.
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. 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 II Candidate.
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.
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.
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.
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.
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.
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.