Our Team
Leadership
Our advisors bring decades of institutional experience to every client engagement. Each team member operates with precision, transparency, and an unwavering commitment to fiduciary duty.
Katherine Ashford, CFP®
Managing Partner
Katherine founded the firm in 2004 after two decades at a national wirehouse. She leads the investment committee and oversees all client relationships with a focus on multi-generational wealth transfer.
Daniel Reeves, CFA
Chief Investment Officer
Daniel designs and manages the firm's model portfolios. His evidence-based approach to asset allocation draws on institutional research and rigorous quantitative analysis.
Priya Narayanan, JD, CFP®
Director of Financial Planning
Priya brings a legal background to comprehensive planning engagements. She coordinates tax strategy, estate planning, and risk management across every client household.
Client Voices
ME
“Concord transformed the way our family thinks about stewardship. Their counsel during our generational transition was nothing short of extraordinary.”
Margaret Ellsworth
Matriarch, The Ellsworth Family Office