Conrad Gehrmann

Chief Financial Officer

After many decades as an advisor to high-net-worth families and individuals, Conrad still finds it thrilling each time he helps a client successfully navigate the complex world of wealth management, taxes and estate planning. “There is no greater feeling than having a family think of you and your firm as their most trusted advisor,” he says.

Quite often, Conrad starts working with a client to address a specific issue, concern, or transition. From there, the relationship often deepens and broadens over time. It is especially during times of major change – when it’s difficult (if not impossible) to think strategically about finances – that Conrad’s counsel is of most value.

In addition to doing what is best for his clients, Conrad is a firm believer in the power of community and entrepreneurial thinking. He is a long-time member of the Board of Trustees of Ashesi University Foundation (Ghana), which is educating and inspiring a new generation of ethical and entrepreneurial leaders in Africa to transform their continent.

Designations and Education

  • Certified Public Accountant
  • MBA
    University of Michigan
  • B.A. in Economics and East Asian Studies
    St. Olaf College

Community and Industry Affiliations

  • Ashesi University Foundation, Ghana
    Board of Trustees
  • Lupus Foundation of America
    Past board chair