Wealth Management, Foundations, & Markets
Private wealth · fixed income · market contextGrounding in private wealth, foundations, capital markets, and the institutional context around them.
Bunker Blake · Founder
I’ve worked inside the firms Concorde is built to advise.
My career has spanned investment strategy, institutional capital formation, enterprise technology, reporting, and firm operations. That range helps me see the full system, translate across teams, and build solutions that hold up under real operating pressure.
Bunker Blake
Founder · PhiladelphiaInstitutional pedigree
A career built across markets, investments, platforms, and strategy.
Alternatives, Institutional Capital, & Insurance
Private markets · hedge funds · diligence · capital formationExperience across private markets, institutional diligence, capital formation, and insurance-owned investment platforms.
P.A. CapitalPrivate Market Alternatives
MacKay ShieldsInstitutional credit
Technology & Strategy Consulting
Data · systems · advisory executionInvestment technology, data architecture, client strategy, and the operating systems that connect them.
Organizations shown for professional context. No affiliation or endorsement is implied.
The common pattern
Capital, clients, technology, and execution.
I founded Concorde around a pattern I saw repeatedly: sophisticated firms often have the expertise they need, but their strategy, systems, data, communication, and execution can drift apart. My work has consistently been to reconnect those pieces.
“The value is translation: between investment specialists and clients, between business goals and technical systems, and between a strategic decision and the daily work required to make it real.”
Learning the investment business from the inside
My foundation was built in Chicago through futures at the Board of Trade, wealth management at Merrill Lynch, and fixed income distribution and advisor support at UBS. I then joined Blackstone’s hedge fund solutions business. The work moved quickly from portfolio communication to institutional reporting, client coverage, risk technology, product strategy, and strategic partnerships. It taught me the standards sophisticated investors expect: accuracy, preparation, judgment, and command of detail.
Connecting capital formation, products, and platforms
At New York Life’s alternatives businesses, I worked across fundraising, investor materials, diligence, analytics, and platform strategy. I led a $250 million secondaries raise, supported private equity and hedge fund strategies, and coordinated investment, legal, compliance, distribution, and data teams. The experience showed me how institutional growth depends on the system around the investment product.
Bridging enterprise technology and investment decisions
At Addepar, I translated the needs of family offices and institutional investors into analytics, reporting workflows, platform configurations, and user training. At Morgan Stanley, I managed complex diligence and investor-data work across a roughly $20 billion private equity platform. Together, those roles deepened my ability to connect data architecture, client experience, and investment communication.
Turning client insight into firm architecture
At a boutique wealth-technology consultancy, I led client strategy and built the internal architecture behind it: segmentation, pricing, service levels, reporting, retention, workflows, and playbooks. That experience brought the full career arc together and became the clearest foundation for Concorde Strategy Partners.
The through line · Geographic perspective
Four cities. One connected perspective.
Philadelphia is the home base and long-term point of orientation. Chicago, New York, and London remain active markets shaped by deep roots, enduring relationships, and continued movement among them.
Home base in Philadelphia. Deep roots in Chicago, New York, and London.
The foundationChicagoFutures Trading & Wealth Management
The market foundation: commodity futures at the Board of Trade, wealth management at Merrill Lynch, and the start of my institutional career at UBS.
The RefinementNew YorkFixed Income, Alternatives, & Technology
Thirteen formative years across alternative investments, institutional capital, enterprise technology, and strategic advisory.
The deploymentLondonGlobal Capital Formation
International expansion through the New York network, adding global capital, institutional culture, and enduring relationships.
The Long ViewPhiladelphiaStrategy & Innovation
Concorde’s home base and long-term point of orientation, with regular movement through Chicago, New York, and London.
The foundationChicagoFutures Trading & Wealth Management+
The market foundation: commodity futures at the Board of Trade, wealth management at Merrill Lynch, and the start of my institutional career at UBS.
The RefinementNew YorkFixed Income, Alternatives, & Technology+
Thirteen formative years across alternative investments, institutional capital, enterprise technology, and strategic advisory.
The deploymentLondonGlobal Capital Formation+
International expansion through the New York network, adding global capital, institutional culture, and enduring relationships.
The Long ViewPhiladelphiaStrategy & Innovation+
Concorde’s home base and long-term point of orientation, with regular movement through Chicago, New York, and London.
Why the range matters
Senior judgment with operator-level detail.
Investment fluency
Experience across private equity, hedge funds, fixed income, family offices, and institutional portfolios supports faster, more substantive conversations.
Systems thinking
A decision is only as useful as the reporting, ownership, workflows, data, and incentives that carry it into daily execution.
Cross-functional translation
I’m comfortable moving among investment teams, clients, executives, operators, technologists, legal partners, and external consultants.
Commercial discipline
Client strategy stays connected to pricing, service levels, retention, resource allocation, and the economics of sustainable growth.
The Concorde advantage
A partner who understands the investment and the institution.
Concorde brings institutional standards, technology fluency, and a practical operating mindset to the priorities that sophisticated firms need to move forward.
Discuss a priority