Donald Conrad

I am Donald Conrad, President and CEO of Conrad Capital Management. I have offered investment counseling to families and businesses across the country since 1998. I began my career in financial services industry in 1982. Throughout my 39 year professional career I have helped families and businesses across the country with highly customized financial advice. I hold Series 7, 24, 63 and 65 licenses and the Certified Senior Advisor (CSA) Certification. I am an independent investment advisor representative. Conrad Capital Management is registered with the Securities and Exchange Commission, as such subject to the Investment Advisers Act of 1940, and I have a fiduciary duty to act in the best interest of my clients. In this role I have worked with complex portfolios and served the many unique needs that often require special management strategies in individual account types, corporate sponsored retirement plans and business accounts.