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.

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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.

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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IT’S OFFICIAL!

We are now proud members of the Concord Custom Wealth Group!

A partnership between Concord Asset Management (CAM), Concord Wealth Partners (CWP), and Trainer, Wright & Paterno (TWP). Three client-centered firms joined forces to deliver comprehensive financial solutions to clients with intricate financial demands. We are a group of over 20 CPAs and Financial Advisors who combined have over 200 years of industry experience.