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.
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. He graduated from the University of Delaware with a B.S. in Business Administration and earned his MBA in Finance from Villanova University. Mr. Stephan is a CFA charter holder.
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 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. 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.
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 as a financial analyst.
Before joining Concord Mr. Tamasi worked for Merrill Lynch. Mr. Tamasi holds a B.S. degree from Ithaca College.
Mr. Corcoran earned his MBA in finance from Villanova University, and he earned the Chartered Financial Analyst® designation in 2015. Jason's undergraduate degree was earned in Business Administration at La Salle University. Before joining Concord, Jason was employed at BNY Mellon as a business quality analyst.
Mr. Cipriano is a graduate of Widener University and holds a B.S in Business Administration with a concentration in finance.
Mr. Grisley is a graduate of the Ramapo College of New Jersey, Anisfield School of Business. He obtained a B.S in Finance and Business Administration.
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. Misdary completed his Bachelor of Science in Business Administration at the Tepper School of Business at Carnegie Mellon University.
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.
Ms. Phillips has an extensive background in the financial service industry. Her previous role was with Russell Investments Canada as an Interim Regional Director. Prior to Russell Ms. Phillips was employed with Mackenzie Financial Corporation as a Regional Sales Representative. Ms. Phillips holds a Master of Finance from Queens University, as well as a Bachelor of Applied Science in Metallurgy and Materials Science from University of Toronto.
Mr. Winegarner earned his Masters of Science in Financial Management at the Royal Docks Business School, University of East London. Mr. Winegarner completed his Bachelor’s degree at Rollins College where he was a member of the University’s basketball team. Prior to joining Concord Mr. Winegarner was employed by Cedarwalls Consulting Services and Personal Tax Services in Sweden.
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.
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. Hine is a CFA charter holder and she obtained her B.A. in Business and Economics from Lafayette College.
Ms. Juros 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 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.
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.
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.
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, Florida. She has an extensive background in customer service and administration.