About Us

Meaningful Asset Management

For thirty years, the mission of Concord Wealth Partners (“CWP”) has been to become our clients’ most valuable resource. Concord Asset Management is an extension of this commitment and will strive to deliver on CWP’s reputation in the investment management space. Concord Asset Management’s team of industry experts is committed to helping build each client’s unique path to prosperity and becoming their most valuable investment resource.

quantitative investing
Chief Investment Officer

Mitch York, CFA

Mitch joined the Concord Asset Management (“CAM”) team to design, implement, and lead the firm’s turnkey investment management program.  He brings over 20 years of investment leadership experience including his prior position as the head of Edelman Financial Services’ $24 billion investment division.  During this tenure, Mitch provided oversight of asset allocation, security selection and investment manager due diligence.  He is most proud of his thought leadership on disruptive innovation investing, and implementing this theme into client portfolios.

In 2000, Mitch co-founded Wertz York Capital Management where he served as Chief Investment Officer.  For 12 years he managed client accounts through SMAs, an in-house managed SEC registered bond mutual fund, and pooled investment trusts.

Mitch is passionate about the investment industry and understands the challenges financial planners face as the industry landscape is constantly evolving. He is excited that CAM’s platform provides financial planners the means to offer their clients truly differentiated investment services.

He has an M.A. in Economics from the University of South Florida and a B.B.A. in Finance from Eastern Kentucky University.  Mitch’s professional credentials include the Chartered Financial Analyst® (CFA®) designation and FINRA licenses 7 and 66.

Mitch resides in Richmond, Virginia with his wife Jamie.  They have four children – Grace, Oliver, Grant, and Ben.  In his spare time, Mitch enjoys the outdoors including backpacking, camping, fishing and scuba diving.

Portfolio and Operations Manager

George Moore, IV

George joined the Concord team in 2021 and currently serves as the Portfolio & Operations Manager.

Before Concord, George served as an investment accountant at a registered investment advisor specializing in providing fixed-income investment strategies for separately managed portfolios. George has also performed roles within the startup and private capital market industry.

George earned his undergraduate degree from Longwood University and currently serves on the Alumni Advisory Board for the College of Business & Economics. He is also an active board member of the Massey Alliance Board of Directors in Richmond, VA. Outside of the office, he enjoys staying active within the local events in the Richmond area, traveling domestically and internationally, and continuing to be a lifelong fan of his New England professional teams.

Kolby White
Operations Associate

Kolby White

Kolby joined the Concord Asset Management (“CAM”) team in 2021 and currently serves as an Operations Associate.

Before joining CAM, Kolby worked as an Agency Operations Specialist for a global insurance firm located in Richmond, VA. He managed mergers and acquisitions as well as new agency onboarding requests. Previously, he worked in investment operations for a financial planning firm in Newport News, VA, and as an investment brokerage professional for Vanguard. Kolby brings five years of investment and insurance experience to the team.

Kolby graduated from Virginia Tech in 2016 where he received a B.S. in Finance. He is an active member of the Hokie Club, and he is an avid Virginia Tech athletics supporter. In his spare time, Kolby enjoys golfing, fishing, and exploring new restaurants in the Richmond area.

The Concord Team

As a part of the Concord family, Concord Asset Management is supported by high-quality, subject-matter experts, generations of industry experience, and continuity to ensure that provide a full complement of services to help you effortlessly enjoy your prosperity. We strive to become your most valuable resource and provide a lifetime experience with a caring personal relationship. We are committed to building a team that is motivated to grow professionally and personally, devoted to always doing what is in our clients’ best interest, and dedicated to delivering unparalleled service. We have a 30 year history of putting the client’s best interests first and delivering candid, unbiased solutions.

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