Concord Financial Advisors, LLC Employee Directory

Investment BankingUnited States2-10 Employees

Concord Financial Advisors, LLC is a investment banking and financial advisory firm serving public and private middle market companies that require a seasoned debt placement advisor.  Concord sources the most appropriate capital and the most creative structure, resulting in significant savings of time and money.  

As former lenders, we leverage our professional experience and personal relationships with over 300 diversified capital providers throughout the United States to bring financial solutions to businesses that need capital.

For over 19 years and over 170 successfully closed transactions, our diversified clientele has entrusted us to source needed capital regardless of the credit profile of the company / borrower.  We excel at traditional private placement as well as turnaround / distressed situations

Find Concord Financial Advisors, LLC employees' phone numbers or email addresses

Concord Financial Advisors, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Concord Financial Advisors, LLC's Leadership

  • Stylized image of a person
    J. H.
    Founder
    Phone icon
  • Stylized image of a person
    W. F.
    Managing Director
    Phone icon
  • Stylized image of a person
    G. J.
    Principal
    Phone icon
  • Stylized image of a person
    J. H.
    Principal
    Phone icon
  • Stylized image of a person
    T. G.
    Senior Management Advisor
    Phone icon
  • Stylized image of a person
    J. Y.
    Associate
    Phone icon
  • Stylized image of a person
    L. W.
    Case Manager / Paraplanner
    Phone icon

Contact profiles from Concord Financial Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. H.
    Founder
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    W. F.
    Managing Director
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    G. J.
    Principal
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    J. H.
    Principal
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    T. G.
    Senior Management Advisor
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    J. Y.
    Associate
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    L. W.
    Case Manager / Paraplanner
    Phone icon
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Concord Financial Advisors, LLC known for?

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Concord Financial Advisors, LLC was founded in 2001 operates in the Investment Banking industry. The company's main headquarters is located in 200 S. Wacker Drive, Suite 3100 Chicago, IL 60606, US; you can contact the main corporate office by phone at . Explore Concord Financial Advisors, LLC's company overview page for more information.

What is Concord Financial Advisors, LLC's most common email format?

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Concord Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Concord Financial Advisors, LLC email formats with LeadIQ.

How many employees does Concord Financial Advisors, LLC have currently?

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Concord Financial Advisors, LLC has approximately 4 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Concord Financial Advisors, LLC's key employees and leadership?

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As of October 2025, Concord Financial Advisors, LLC's key employees include:

  • Founder: J. H.
  • Managing Director: W. F.
  • Principal: G. J.
  • Principal: J. H.
  • Senior Management Advisor: T. G.

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