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.
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.
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 as a research analyst.
Prior to joining Concord, Mr. Herkert was the Senior Analyst for Hamilton & Company, a pension consulting firm. Previously he was employed at Global Investment Management and Merrill Lynch. Eric graduated from Rider University with a B.A. in Mathematics. He holds the CERTIFIED FINANCIAL PLANNER™ designation, and is a CFA Level III Candidate.
Mr. Kinney holds a Bachelor of Science degree in Finance from The College of New Jersey.
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.
Ms. Maleson 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.
Mr. Schleiffer holds a Batchelor of Science degree in Business Administration, Economics & Finance from Rider University. Mr. Schleiffer was previously employed by Johnson & Johnson Global Financial Services as a financial analyst.
Mr. Strawman attended William Paterson University where he earned his undergraduate degree in Business and Economics. Joseph continued at William Paterson to complete his MBA degree with a concentration in Finance.
Mr. Walsh obtained a B.S. in Finance from Saint Joseph University, Haub School of Business.
Jason earned his BS in Business Administration at La Salle University, and he holds a MBA in finance from Villanova University. Before joining Concord, Jason was employed at BNY Mellon as a business quality analyst.
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.
Ms. Andersen attended Rollins College in Winter Park, Fl. She has an extensive background in customer service and administration.
Prior to joining Concord, Ms. Barclay worked for The Wall Street Journal in various administrative positions. She graduated from Douglas College, Rutgers University with a B.A. in Economics.
Ms. Leonardo attended Rider University where she graduated with a B.A. degree in sociology.
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.
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.
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. 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.
Mr. Stephan has 12 years’ experience in advising institutional investors on their investment programs. Most recently, he was a Director in Perella Weinberg Partners Agility group and previous to that was Senior Managing Consultant at PFM Advisors overseeing portfolio management and implementation of the firm’s non-profit client portfolios. Bradford also served as Investment Director for SEI’s Institutional Group, where he developed multi-manager investment programs for healthcare, endowment, and foundation clients. He graduated from the University of Delaware with a B.S. in Business Administration and also earned an MBA in Finance from Villanova University. He is a CFA charter holder.
Before joining Concord Mr. Tamasi worked for Merrill Lynch. Mr. Tamasi holds a B.S. degree from Ithaca College.
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. 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.
Ms. Goodman graduated from The College of New Jersey with a B.A. in International Studies and Economics. She also holds a minor in Chinese language.
Prior to Concord, Ms. Hine was most recently employed at The Burgiss Group as a Senior Client Service Associate. She also held positions with GMAC Residential Capital, Fitch Ratings and Deutsche Bank. Ms. Hines is a CFA charter holder and she obtained her B.A. in Business and Economics from Lafayette College.
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.
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). He was also a Research Analyst at pension consultant Hamilton & Company. Mr. Sadovy graduated Summa Cum Laude from Rider University with a Bachelor of Science degree in Business Administration with a concentration in Finance.
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