As one of the founders of the company, Mr. Cahill has been with Concord since 1988. Prior to Concord, Mr. Cahill worked for both Merrill Lynch and PaineWebber. Mr. Cahill earned a B.A. degree in Economics from Washington & Lee University in Lexington, VA. He is a lifelong resident of the Princeton, N.J. area.
Our Team
Concord’s Co-Founders
Scott Santin
,
Consultant, Principal
As one of the co-founders of the company, Mr. Santin has been with Concord since 1988. 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.
Consulting Team
Jason H. Birdsall
,
Consultant
After graduating from Villanova University with a B.S. in Finance, Mr. Birdsall worked for BHC Securities before joining the Private Banking Division of JP Morgan.
Paul Ferro
,
Consultant
Mr. Ferro graduated from La Salle University with a B.A. in history. He completed his M.B.A. at Temple University with a concentration in Finance. Prior to Concord he was employed by Wachovia Bank where he worked in the Private Client and Trust Services divisions. Before working at Wachovia Paul taught high school history.
Michael J. Michalski
,
Consultant, Principal
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.
Michael Stellato
,
Consultant
Mr. Stellato earned a B.S. in Business at Mount Saint Mary’s College, and a MBA in Finance at Fairleigh Dickinson College. He was previously employed at Prudential Retirement and Merrill Lynch.
Matthew D. Tamasi
,
Consultant
Mr. Tamasi is a 19 year employee of the firm. He previously worked for Merrill Lynch. Mr. Tamasi graduated with a B.S. degree from Ithaca College.
Analyst Team
Daniel Barberio
,
Analyst
Mr. Barberio holds a B.S. in Finance with a minor in Management Information Systems from the University of Delaware, Alfred Lerner College of Business and Economics.
John Bolton
,
Analyst
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 the assistant branch manager at Investors Savings Bank, and a financial services representative at Metropolitan Life.
James Leechan
,
Analyst
Mr. Leechan was previously employed by Columbia Management, Bank of America as a Client Service Officer. Before joining Columbia Management he worked for Fleet Bank as a Trust Officer. Mr. Leechan graduated from Bernard M. Baruch College with a BBA in Finance and Investments.
Christine Oosting
,
Analyst
Ms. Oosting holds a B.S. in Accounting from Rutgers University, and a Quantitative Studies for Finance Certificate from Columbia University. Before joining Concord Ms. Oosting was an institutional equity sales assistant with Stephens, Inc. and a fixed income trading assistant at MEAG Global Asset Manager.
Patricia Webster
,
Analyst
Ms. Webster earned a Bachelor of Arts degree in Mathematics from Marist College. Ms. Webster was previously employed at Wells, Canning & Associates as an investment analyst.
Research Team
Uma Kolluri, CFA
,
Research Associate
Ms. Kolluri has an MBA from Bernard Baruch College City University of New York and a BS in Physics from Bombay University. Ms. Kolluri is a member of the CFA Society of Philadelphia. Before joining Concord, Ms. Kolluri worked as a Credit Analyst at Wachovia Bank.
Paul Laux
,
Director of Research
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.
Kristen Leonardo
,
Research Assistant
Ms. Leonardo attended Rider University where she graduated with a B.A. degree in sociology.
Thomas Lyons, CFA
,
Research Associate
Mr. Lyons earned a BSBA, in Finance from Villanova University. Tom is a member of the CFA Society of Philadelphia. He was previously employed as a Trader with Susquehanna International Group, and as an Analyst with Ameriprise Financial.
Michael Sadovy
,
Research Associate
Prior to joining Concord, Mr. Sadovy was a Research Analyst within Citigroup’s Global Wealth Management - Investment Advisor Research Department and a Research Analyst at pension consultant Hamilton & Company. He graduated from Rider University with a Bachelor of Science degree in Business Administration with a concentration in Finance.
Technology
Min Li
,
Director of Technology
Prior to joining Concord, Ms. Li worked at Microsoft Corp. as a Software Engineer, and at Princeton University as Research Staff. Ms. Li received her Ph.D. in Physical Chemistry from the University of Pennsylvania.