Mr. Stephan is a Senior Consultant at The Concord Advisory Group, Ltd. and he has 17 years’ experience in advising non-profit organizations on their investment programs.  As a voting member of Concord’s Investment Strategy Group Mr. Stephan is responsible for the development of Concord’s solutions for socially responsible and ESG-aware clients as well as contributing to the firm’s investment research and due diligence efforts.  Mr. Stephan joined Concord in 2011.  Prior to Concord, he held positions with Perella Weinberg Partners, PFM Advisors, and SEI Investments.  He graduated from the University of Delaware with a B.S. in Business Administration and also earned an MBA in Finance from Villanova University. Mr. Stephan holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.