Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.
Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.
Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.
Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.
Concordia Capital
Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.
Concordia Capital
Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.
Concordia Capital
Concordia Capital
Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.
Concordia Capital
Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.
Concordia Capital
Concordia Capital
Concordia Capital
Concordia Capital
Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.
Legal Disclaimer:
The materials on this website are for illustration and discussion purposes only and do not constitute an offering to buy any interest in any investment product sponsored or managed by Concordia Capital LLC or any of its affiliates. An offering may be made only by the delivery of a confidential offering memorandum or definitive documents relating to any such product to appropriate investors.
Concordia Capital LLC has not been endorsed or recommended by the U.S. Securities and Exchange Commission or by the securities regulatory authority of any state or non-U.S. jurisdiction.
Concordia Capital LLC has not reviewed any website that may be referenced herein and is not responsible for and does not endorse their content or policies. Concordia Capital LLC and its affiliates make no representations or warranties, express or implied, regarding the accuracy, reliability, completeness, suitability, or other characteristics of the information presented on this website, and they have no duty to update or correct any such information. Any content on this website is subject to change without notice.
This site and the information in it is not provided for distribution purposes. The information contained herein is proprietary and confidential to Concordia Capital LLC and may not be disclosed to third parties or duplicated or used for any purpose other than the purpose for which it has been provided.
The information in Concordia Capital LLC’s site and reports is not intended to contain or express exposure recommendations, guidelines. Statements made in this website and release may include forward-looking statements. Unless otherwise indicated, Performance Data is presented unaudited, and should not be relied upon as a precise reporting of gross or net performance, but rather a general indication of past performance.
Investing with Concordia Capital LLC can be speculative and involves varying degrees of risk. Concordia Capital LLC may recommend margin trading or other investing techniques that have various risk of investment loss. Past performance is no guarantee of future results.
This material is not intended to represent the rendering of accounting, tax, legal or regulatory advice. A change in the facts or circumstances of any transaction could materially affect the accounting, tax, legal or regulatory treatment for that transaction. The ultimate responsibility for the decision on the appropriate application of accounting, tax, legal and regulatory treatment rests with the investor and his or her accountants, tax and regulatory counsel.
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Check the background of our firm and investment professionals on FINRA's BrokerCheck:
Legal Disclaimer:
The materials on this website are for illustration and discussion purposes only and do not constitute an offering to buy any interest in any investment product sponsored or managed by Concordia Capital LLC or any of its affiliates. An offering may be made only by the delivery of a confidential offering memorandum or definitive documents relating to any such product to appropriate investors.
Concordia Capital LLC has not been endorsed or recommended by the U.S. Securities and Exchange Commission or by the securities regulatory authority of any state or non-U.S. jurisdiction.
Concordia Capital LLC has not reviewed any website that may be referenced herein and is not responsible for and does not endorse their content or policies. Concordia Capital LLC and its affiliates make no representations or warranties, express or implied, regarding the accuracy, reliability, completeness, suitability, or other characteristics of the information presented on this website, and they have no duty to update or correct any such information. Any content on this website is subject to change without notice.
This site and the information in it is not provided for distribution purposes. The information contained herein is proprietary and confidential to Concordia Capital LLC and may not be disclosed to third parties or duplicated or used for any purpose other than the purpose for which it has been provided.
The information in Concordia Capital LLC’s site and reports is not intended to contain or express exposure recommendations, guidelines. Statements made in this website and release may include forward-looking statements. Unless otherwise indicated, Performance Data is presented unaudited, and should not be relied upon as a precise reporting of gross or net performance, but rather a general indication of past performance.
Investing with Concordia Capital LLC can be speculative and involves varying degrees of risk. Concordia Capital LLC may recommend margin trading or other investing techniques that have various risk of investment loss. Past performance is no guarantee of future results.
This material is not intended to represent the rendering of accounting, tax, legal or regulatory advice. A change in the facts or circumstances of any transaction could materially affect the accounting, tax, legal or regulatory treatment for that transaction. The ultimate responsibility for the decision on the appropriate application of accounting, tax, legal and regulatory treatment rests with the investor and his or her accountants, tax and regulatory counsel.
​
Check the background of our firm and investment professionals on FINRA's BrokerCheck:
RETURNS: January 31st, 2021 - February 28, 2021
Median account performance: +2.25%
Range: [+1.19% - +2.84%]
S&P 500: +2.61%
Disclaimer: Concordia Capital caters to clients with diverse risk tolerances. For a more meaningful interpretation of returns, please refer to your monthly account performance email.
RETURNS: January 31st, 2021 - February 28, 2021
Median account performance: +2.25%
Range: [+1.19% - +2.84%]
S&P 500: +2.61%
Disclaimer: Concordia Capital caters to clients with diverse risk tolerances. For a more meaningful interpretation of returns, please refer to your monthly account performance email.
RETURNS: January 31st, 2021 - February 28, 2021
Median account performance: +2.25%
Range: [+1.19% - +2.84%]
S&P 500: +2.61%
Disclaimer: Concordia Capital caters to clients with diverse risk tolerances. For a more meaningful interpretation of returns, please refer to your monthly account performance email.
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INSIGHT
A Close Look Inside Carolina Campbell's 25 Years in Finance
What initially sparked your interest in finance as a career path?
I always knew from an early age that I wanted to be a ‘woman in finance.’ My mother was my role model and owned and operated several businesses. It was never a thought in my mind that I would NOT be in finance or an entrepreneur in some capacity. Growing up in the NYC area it was easy to access the energy, excitement and magnetism of Wall Street. My mother used to take the train into NYC and I would always envision myself living in NYC and having a career in finance ‘when I grew up.’
Can you tell us more about your career history and the desire to transition being an entrepreneur?
I started out my career raising capital for hedge funds. Once I cut my teeth, I was recruited by Goldman Sachs to join their analyst program in their sales/trading division. I remained at GS for almost 10 years and while it was an intense and demanding schedule and lifestyle, I learned a tremendous amount and had the good fortune of making life-long friends!
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I had stops at 2 other firms right after my time at Goldman Sachs and most recently spent 8 years at Evercore ISI starting and running their corporate marketing business. It was definitely a career-defining experience to be a part of a major firm merger; I don’t wish to repeat that experience but it was a great opportunity for growth and expansion on many fronts!
After 21 years, I was ready to expand into the next phase of my career evolution and wanted to work in a more ‘recession proof’ sector of finance – the UHNW and Family Office space. I was the head of a large Family Office networking and deal sharing group which brought me back to my original deal roots – and one of the reasons why we created and expanded our Family Office practice at Concordia Capital.
Given your experience, what advice would you give to someone who wants to break into finance?
Nothing replaces hard work, being a self-starter, asking questions, seeing trends and macro cycles and taking advantage of timing in any industry or sector.
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I always tell younger team members to ‘be excellent at anything you do’ – you do not have a ton of leverage in the early parts of your career; you’re expected to ‘not know’ things; but you can always take that disadvantage and make it work for you by being excellent at whatever work/project or mandate you’re working on. Your team members will notice this and will continue to elevate you to the next level of your career.
What do you enjoy most about being part of the leadership team at Concordia?
Being part of a boutique firm allows you to be nimble and make decisions quickly and without ‘committee’ which can often slow things down. It allows us to always have the client’s interests in mind and creates variability and ultimately allows us to see things clearly and achieve grander outcomes for our team and our clients.
Many say that starting is the hardest part. Would you agree with this? If so, what initial hurdles did you overcome when starting Concordia?
Agree completely that the initial inertia and momentum is the hardest part of any challenge but once you have that movement and growth, it’s so encouraging and fulfilling to be a part of a growing and expanding team and firm.
Our work and this industry is incredibly non-linear and is always changing and evolving; we are pushed to be dynamic, creative and open to possibility.
Is there anything that surprised you about running Concordia or starting the firm?
Being a part of a management team is so many things: fun, volatile, challenging, rewarding, interesting, educational, motivating, and many other things! Ultimately, our main driver and focus are our clients and their happiness and success.
Can you share a mistake you made and what you learned from it?
At a high level, I think the biggest mistake anyone can make is to stay ‘narrow minded’ and not see the bigger picture; whether in work, career or otherwise, taking a step back to see the ‘bigger picture’ is an incredibly powerful and meaningful practice.
I aim to do this practice on a very regular basis; it’s easy to get lost in the details and the day to day but it’s important to stay grounded and focused on the bigger outcomes.
What is the most valuable piece of advice that you have been given?
Along the lines of what I just discussed, I believe it’s incredibly important and powerful to make time everyday to take a step back, breathe and think. You cannot be strategic and think ‘broader picture’ if you’re constantly running at 100mphs with no vision for the future.
How do you balance your personal life and hobbies with a busy career in finance? What do you choose to do in your free time?
I very much believe in giving yourself the opportunity to be your best self and to seek out what makes you happy; it brings you to the highest version of yourself and to see things clearly and for what they are.
I love to play tennis (maybe too much!), hike with my dogs, run, cycle and do anything outdoors and healthy.
I enjoy living a healthy lifestyle which allows me to be best version of myself and therefore a better colleague and leader and partner to our clients.
Given the role that relationship building has played in your career, what are some important lessons you have learned about this?
Relationships are paramount and critical to success; always go above and beyond for your clients; build good will; creating friendships along the way allows you to call upon support and partnership when needed.
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