Concord Appoints Danielle M. Touri as
Business Development Consultant

Matawan, NJ- November 7, 2007 – Concord, a leader in outsourced wealth management solutions, has named Danielle M. Touri as Business Development Consultant. She reports to Alan F. Gavornik, Executive Managing Director.

Ms. Touri’s primary responsibility is to identify and develop new clients for
Concord’s open architecture wealth management platform.


Ms. Touri joined Concord from The Bank of New York’s Estabrook Capital Management LLC, where she was Marketing Manager. Previously, she was Client Liaison at American Express Tax and Business Services of New York.

 

“Danielle has more than ten years of experience in the banking and financial services arena, and has repeatedly proven her ability to establish and nurture business relationships,” said Mr. Gavornik.

 

He continued, “Danielle has extensive experience working with both asset managers and financial advisors, and this provides her with a valuable perspective on our business.”

Ms. Touri attended St. John’s University, where she earned a Bachelor of Science.

 

About Concord

Concord designs, develops, and administers wealth management programs for numerous financial institutions including Trust and Private Banking Firms, independent financial advisors, broker dealers and family offices.  Concord’s team of experienced financial and technology professionals is frequently called upon to consult on open architecture wealth management platform design elements resulting in customized solutions for the wealth management intermediary.  By integrating some of the world’s best money managers with the financial institution’s existing asset management talent, Concord is able to dramatically expand the firm’s asset management capabilities.  Thorough manager due diligence, comprehensive portfolio design techniques, trust accounting and custodial interfaces, performance reporting, and numerous analytical tools are delivered to the client via an extremely robust technology platform.  Please visit www.concordwealthmanagement.com.

 

For further information, please contact Holly Hankins, 732.335.0800 ext. 9719, h.hankins@concordwealthmanagement.com