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
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