CoverProfile

Scott Santin

Managing Partner, Chief Compliance Officer

Concord Advisory Group Ltd

United States, New Jersey, Princeton

About Me

As one of the founders of the company, Mr. Santin has been with Concord since 1988. Mr. Santin is a chairperson of the Concord ISG. As Managing Partner, Mr. Santin is responsible for oversight of all firm operations, strategy, and compliance. He is actively engaged with clients in a lead consultant capacity, as well as developing investment strategy for all clients. 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.

Profile Information

Managing Partner, Chief Compliance Officer

Concord Advisory Group Ltd

Investment Team,Operations Team

Investor

Consultant

Princeton

New Jersey

United States

May 15, 2024

More profiles to browse

Profile Photo
Thomas Lyons
Director-Research, Senior Investment Strategist
BJ
Bradford J. Stephan
Senior Investment Consultant & Managing Director
LB
Lynn Barclay
Director, Business Management
CC
Chris Cahill
Co-Founder & Principal

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue