OUR COMPANY

Concord
Consultative Process
Management Team

Case Histories
Press Room

OUR CAPABILITIES

Wealth Management Platform
Technology
Ancillary Products/ Services

OUR CLIENTS

Bank Trust and
Wealth Management

RIAs
Family Offices
Regional Brokerages
CPAs
Law Firms
Insurance Companies

Management Team


Alan F. Gavornik
Executive Managing Director



Mr. Gavornik, co-founder and Executive Managing Director of Concord, oversees the company’s advisory consulting, investment management, and service bureau outsourcing to third party institutions.

Mr. Gavornik is a leading authority on the independent financial advisory services industry, with more than 20 years of direct industry experience in national financial service firms.

He helped design and develop the World Advisor SMA Platform for Bank of New York’s Correspondent Division and the ProAdvisor SMA Platform for UBS Paine Webber’s CSC Division. He was an early member of the prestigious LINSCO management team, assembled in the mid-1980’s to build the industry’s preeminent independent financial services company.

He holds several NASD licensing designations and is an active member of the Securities Industry Association and the Investment Management Consultants Association. He graduated with honors from the College of Business Management at Arizona State University, where he received a Bachelors of Science degree in Accounting.



Alan.Gavornik@lpl.com