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The Concord Advisory Group, Ltd. logo

The Concord Advisory Group, Ltd. Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

The Concord Advisory Group, Ltd. is an independently owned investment consulting firm based in Princeton, New Jersey, and was established in 1988. It provides objective consulting to help institutions strengthen their investment programs, combining governance, strategy and execution to improve results. Its services include investment policy development, asset allocation studies, investment manager searches, ongoing manager due diligence, and cost analysis, serving mid-size corporations, foundations, endowments, healthcare organizations, and religious organizations.

Concord supports its clients' internal staff, investment committees, and boards to operate more efficiently while navigating the complexities of today’s investment markets with forward-looking guidance. The firm states that it accepts no compensation from financial institutions and offers only non-conflicted professional advice.

Find The Concord Advisory Group, Ltd. employees' phone numbers or email addresses

The Concord Advisory Group, Ltd. Global Highlights

Location
Employees

North America
36

Minus sign iconPlus sign icon
  • United States Of America
    35
  • Canada
    1

The Concord Advisory Group, Ltd.'s Leadership

  • Stylized image of a person
    P. P.
    Head Of Product
    Mobile Phone
  • Stylized image of a person
    C. C.
    Co-Founder / Partner
    Mobile Phone
  • Stylized image of a person
    J. L.
    Senior Analyst
    Mobile Phone

The Concord Advisory Group, Ltd. Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Banking
  • Consultant
  • Business
  • Accounting
  • Other
  • Product Management

Contact profiles from The Concord Advisory Group, Ltd.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. C.
    Co-Founder / Partner
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    P. P.
    Head Of Product
    Mobile Phone
    CanadaOntario
    Jun 29, 2026
  • Stylized image of a person
    J. L.
    Senior Analyst
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is The Concord Advisory Group, Ltd. known for?

Minus sign iconPlus sign iconThe Concord Advisory Group, Ltd. was founded in 1988 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-609-987-****
. Explore The Concord Advisory Group, Ltd.'s company overview page for more information.

What is The Concord Advisory Group, Ltd.'s most common email format?

Minus sign iconPlus sign iconThe Concord Advisory Group, Ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Concord Advisory Group, Ltd. email formats with LeadIQ.

How many employees does The Concord Advisory Group, Ltd. have currently?

Minus sign iconPlus sign iconThe Concord Advisory Group, Ltd. has approximately 30 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are The Concord Advisory Group, Ltd.'s key employees and leadership?

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As of July 2026, The Concord Advisory Group, Ltd.'s key employees include:

  • Head Of Product: P. P.
  • Co-Founder / Partner: C. C.
  • Senior Analyst: J. L.

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