The Concord Advisory Group, Ltd.

Description

Address: 700 Alexander Park Dr # 203, Princeton, NJ 08540 Phone: (609) 987-9000: : Category: Website: : : Place name: Hours: : : Website: http://www.concordadvisory.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Concord Advisory Group, Ltd. Posting publicly on the Web Write a review Reviews Be the first to review

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The Concord Advisory Group, Ltd. Employees

Employee
Years
Job
Industry
Lynn Hambright, CFA Lynn Hambright, CFA New York, New York Details
Lynn Hambright, CFA's The Concord Advisory Group, Ltd. Experience December 2013 - June 2014
Job Fixed Income Market Specialist Credit
Industry Financial Services
Experience
Bloomberg LP  September 2014 - Present
The Concord Advisory Group, Ltd.   December 2013 - June 2014
LSH Consulting   September 2012 - December 2013
Citi  August 2008 - May 2012
Citi  July 2002 - August 2008
Valenzuela Capital   April 2001 - March 2002
River Rock Capital Management, L.P.   September 2000 - February 2001
Citi  December 1996 - September 2000
Price Waterhouse Management Consultants  September 1995 - December 1996
Wellfleet Communications  June 1994 - August 1994

Skills
Financial Modeling, Equities, Hedge Funds, Equity Research, Fixed Income, Investments, Data Analysis, Fundamental Analysis, Chartered Financial..., Microsoft Excel

Education
Vanderbilt University - Owen Graduate School of Management   1993 — 1995
Master of Business Administration (MBA), Accounting and Finance

Florida State University   1985 — 1989
Bachelor of Science (BS)

Jeff Possiel Jeff Possiel Greater Philadelphia Area Details
Jeff Possiel's The Concord Advisory Group, Ltd. Experience January 2008 - March 2010
Job Publisher Partner Development at NetLine Corporation
Industry Marketing and Advertising
Experience
NetLine Corporation  June 2014 - Present
H&R Block  October 2013 - April 2014
Vita Coco Coconut Water   April 2013 - September 2013
JSGP LLC.   January 2012 - April 2013
The Concord Advisory Group   January 2008 - November 2011
The Concord Advisory Group, Ltd.   January 2008 - March 2010
Salisbury University, Student Managed Investment Fund   2006 - 2007

Skills
Digital Media, Social Media, Entrepreneurship, Digital Marketing, Writing, Public Relations, Content Marketing, Marketing, Relationship Management, B2B Marketing Strategy, Social Networking, Market Research, Organizational..., Lead Generation, Account Management, Team Leadership, Highly Organized &..., Feature Articles, Media Coverage, Fundraising, Promotions, Event Management, Portfolio Management, Project Management, Relationship-building..., Event Planning, Organized with Strong..., Jimmy Jib, Mentoring, Investments

Education
Salisbury University - Perdue School of Business   2003 — 2007
BS, Finance- Personal Financial Planning

Hightstown High School   1999 — 2003
HS Diploma

Christopher Cender Christopher Cender Greater New York City Area Details
Christopher Cender's The Concord Advisory Group, Ltd. Experience September 2012 - Present
Job Portfolio Analyst
Industry Investment Management
Experience
The Concord Advisory Group, Ltd.   September 2012 - Present
MSCI Inc.  March 2012 - June 2012
The Omerta Group  November 2011 - December 2011
Dow Jones  June 2011 - August 2011

Skills
Excel, Cognos, Business Process, Process Mapping, Corporate Finance, Financial Analysis, Data Analysis, Research, Microsoft Excel, Bloomberg Terminal, Bloomberg, Financial Modeling, Equity Research, Investments, Asset Management

Education
American University - Kogod School of Business   2008 — 2011
BSBA, Finance, Economics

Anthony Nicastro Anthony Nicastro Freehold, New Jersey Details
Anthony Nicastro's The Concord Advisory Group, Ltd. Experience August 2015 - Present
Job Portfolio Analyst at The Concord Advisory Group, LTD
Industry Financial Services
Experience
The Concord Advisory Group, Ltd.   August 2015 - Present
Century 21 Action Plus Realty  May 2015 - Present
Weichert, Realtors  May 2014 - April 2015
AXA US  June 2014 - August 2014
New Era Car Wash   June 2011 - August 2013

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2011 — 2015
Bachelor of Science (B.S.), Finance, General, 3.7

David Kinney David Kinney Greater New York City Area Details
David Kinney's The Concord Advisory Group, Ltd. Experience June 2013 - June 2014
Job Investment Professional skilled in the areas of Manager Due Diligence, Asset Allocation, and Defined Contribution
Industry Investment Management
Experience
Cenlar FSB  November 2014 - Present
The Concord Advisory Group, Ltd.   June 2013 - June 2014
The Concord Advisory Group, Ltd.   July 2012 - June 2013
Merrill Lynch  2012 - 2012

Skills
Economic Research, Bloomberg Terminal, Modern Portfolio Theory, Portfolio Management, Due Diligence, Target Date Funds, Mutual Funds, Separately Managed..., Performance Attribution, Defined Contribution, Investment Policy..., Equities Research, Computer Repair, Computer Maintenance, Equities, Data Analysis, Finance, Microsoft Office, Financial Analysis, Asset Allocation, eVestment Alliance, Microsoft Excel, PowerPoint, Adobe Acrobat, 401k, Performance Reporting, Investments, Morningstar, Microsoft Word

Education
The College of New Jersey
Bachelor of Science (B.S.), Finance, General

Martin D'Amico Martin D'Amico Flourtown, Pennsylvania Details
Martin D'Amico's The Concord Advisory Group, Ltd. Experience August 2014 - October 2015
Job Portfolio Analyst at The Concord Advisory Group, Ltd.
Industry Financial Services
Experience
The Concord Advisory Group, Ltd.   August 2014 - October 2015
Wechsler/Marsico Associates   May 2013 - August 2013

Skills
Microsoft Word, Microsoft Excel, Finance, Microsoft Office, Time Management, Financial Analysis, Financial Reporting, Merchandising, Leadership, Strategic Financial..., Financial Markets, Financial Planning, Communication, Teamwork, Customer Service

Education
Saint Joseph's University   2015 — 2017
Master of Business Administration (M.B.A.), Finance

James Madison University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Concentration in Financial Analysis; Economics Minor

La Salle College High School   2006 — 2010
High School Diploma

Jason Corcoran, CFA Jason Corcoran, CFA Greater Philadelphia Area Details
Jason Corcoran, CFA's The Concord Advisory Group, Ltd. Experience November 2013 - Present
Job Analyst at the Concord Advisory Group
Industry Financial Services
Experience
The Concord Advisory Group, Ltd.   November 2013 - Present

Education
Villanova University   2007 — 2010
Masters

La Salle University   1998 — 2003
Bachelor of Science in Business Administration

Bradford J. Stephan, CFA Bradford J. Stephan, CFA Greater Philadelphia Area Details
Bradford J. Stephan, CFA's The Concord Advisory Group, Ltd. Experience June 2012 - Present
Job Senior Investment Advisor to NonProfit and Healthcare Organizations
Industry Investment Management
Experience
The Concord Advisory Group, Ltd.   June 2012 - Present
Perella Weinberg Partners  October 2011 - May 2012
PFM Advisors   December 2008 - October 2011
SEI  March 2004 - November 2008
Evergreen Investments  March 2003 - March 2004
The Vanguard Group  June 2000 - March 2003

Education
Villanova University   2000 — 2002
MBA, Finance

University of Delaware - Lerner College of Business and Economics   1996 — 2000
BSBA, Finance

Jack Ambrosio CMFC® Jack Ambrosio CMFC® Greater New York City Area Details
Jack Ambrosio CMFC®'s The Concord Advisory Group, Ltd. Experience September 2003 - May 2005
Job Vice President, Strategy
Industry Financial Services
Experience
Envestnet, Inc  July 2013 - Present
Prudential Financial  February 2008 - June 2013
Prudential Financial  May 2005 - February 2008
The Concord Advisory Group, Ltd.   September 2003 - May 2005
Prudential Financial  2002 - 2003
Fred Alger Management  1999 - 2002

Skills
Fixed Income, Mutual Funds, Investments, Wealth Management, Equities, Investment Strategies, ETFs, Securities, Separately Managed..., Financial Services, Vendor Goverance, Project Management, Bloomberg, FactSet, MPI Stylus, Financial Modeling, Cash Management, Finance, Financial Analysis, Investment Management, Valuation, Strategy

Education
Rutgers, The State University of New Jersey-Newark   2004 — 2006
MBA, Finance, General

Daniel Barberio Daniel Barberio Greater New York City Area Details
Daniel Barberio's The Concord Advisory Group, Ltd. Experience June 2013 - Present
Job Research Associate at The Concord Advisory Group, Ltd.
Industry Financial Services
Experience
The Concord Advisory Group, Ltd.   June 2013 - Present
The Concord Advisory Group, Ltd.   June 2010 - May 2013
Ameriprise Financial Services, Inc.   January 2009 - December 2009
University of Delaware  September 2008 - March 2009

Skills
Management, Financial Analysis, Asset Management, Equity Research, Portfolio Management, Due Diligence, Asset Allocation, Data Analysis, Bloomberg, Data Quality Control, Data Management, Investments, Vendor Relations, Operational Efficiency, Relational Databases, Morningstar

Education
Saint Joseph's University   2015 — 2017
Master of Business Administration (M.B.A.)

University of Delaware - Lerner College of Business and Economics   2006 — 2010
BS, Finance

Scott Schleiffer Scott Schleiffer Greater New York City Area Details
Scott Schleiffer's The Concord Advisory Group, Ltd. Experience May 2012 - Present
Job Portfolio Analyst at The Concord Advisory Group, Ltd.
Industry Hospital & Health Care
Experience
The Concord Advisory Group, Ltd.   May 2012 - Present
Johnson & Johnson  January 2011 - May 2012
Emerald Eyes Inc.   January 2009 - December 2010

Skills
Portfolio Performance..., Reporting Systems, Investment Research, Client Service Oriented, Fixed Asset Management, Budget Models, Account Reconciliation, SOX Compliancy, Balance Sheet Review

Education
Rider University   2010 — 2012
Bachelor's degree, Economics and Finance

Brookdale Community College   2008 — 2010
Associate of Arts (AA), Business Administration

Kristen (Iorio) Leonardo Kristen (Iorio) Leonardo Trenton, New Jersey Details
Kristen (Iorio) Leonardo's The Concord Advisory Group, Ltd. Experience August 2005 - Present
Job Executive Assistant at The Concord Advisory Group
Industry Financial Services
Experience
The Concord Advisory Group, Ltd.   August 2005 - Present

Skills
Microsoft Excel, Access

Education
Rider University   2003 — 2005
Bachelor's degree

Mercer County Community College   2000 — 2003
Associate's degree

Steinert High School