Donald E. Conrad Email and Phone Number
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Thank you for visiting my profile. I am Donald Conrad, President and CEO of Conrad Capital Management, a Registered Investment Advisor firm established in 1998. Based in the heart of Long Island, Islandia (New York), right between the Hamptons and Manhattan. I am also founder of CCM Partners, LP a Hedge Fund of Funds, opened in 2002. I began my career in financial services industry in 1982. Throughout my 35 year career I have helped families and businesses across the country with highly customized investment advice. The main reason that I became a wealth manager was to help people to deal with their money. Working with my clients to get them on the right track. To meet their goals is a very rewarding part of my job and it is something that I really enjoy doing. Preparing for a financially secure retirement has become significantly harder in the 21st century. There is something unique about making meaningful and positive difference in the lives of many working professionals helping their transition into retirement.“The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.” ― Ralph Waldo EmersonSecurities offered through Purshe Kaplan Sterling Investments (PKS). Member FINRA/SIPC. Headquartered at 80 State Street Albany, NY 12207. Conrad Capital Management and PKS are not affiliated companies. Products purchased through PKS are Not FDIC Insured - May Lose Value - Are Not Guaranteed by any Bank-Are Not A Deposit - Are Not Insured by any Federal or State Government Agency. Third-party posts do not reflect the views of Purshe Kaplan Sterling Investments (PKS) and have not been reviewed by PKS for completeness or accuracy.
Conrad Capital Mangement
View- Website:
- conradcapital.com
- Employees:
- 7
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President And CeoConrad Capital MangementHauppauge, Ny, Us -
President & CeoConrad Capital Mangement 1998 - Present1300 Veterans Memorial Highway, Suite 230, Hauppauge, Ny 11788I lead a great team of professionals keeping client centric solutions in focus. Investors continue to demand an increasingly high level of expertise, objectivity, the highest possible standard of fiduciary care and highly customized portfolio management. We work hard and walk our walk every day to be the best that we can. The team at CCM is comprised of educated, multilingual, and multinational professionals who are experienced in the areas in which they operate.Conrad Capital Management is dual-registered.• Registered Investment Advisor [fee based, fiduciary]• Alternative Investment Vehicle [Hedge Fund of Funds], CCM Partners, LPWe provide discretionary and non-discretionary money management services to individuals, corporations, pensions, profit sharing plans, trusts, estates and pooled investment vehicles. OUR MISSION: application of financial planning skill and strategy, typically in a tangible form such as analysis of current holdings to determine the optimal allocation of your resources, and the production of complex advice to be appreciated for its reliability.Securities offered through Purshe Kaplan Sterling Investments (PKS). Member FINRA/SIPC. Headquartered at 80 State Street Albany, NY 12207. Conrad Capital Management and PKS are not affiliated companies. Products purchased through PKS are Not FDIC Insured - May Lose Value - Are Not Guaranteed by any Bank-Are Not A Deposit - Are Not Insured by any Federal or State Government Agency. Third-party posts do not reflect the views of Purshe Kaplan Sterling Investments (PKS) and have not been reviewed by PKS for completeness or accuracy. -
Senior Vp- Consumer RetailPainewebber Mar 1993 - Oct 1997Melville Ny -
Sr. Vice PresidentShearson Lehman Hutton Dec 1987 - Mar 1993New York City, Huntington And Hauppauge
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Sr. Vice PresidentE. F. Hutton & Co. Feb 1982 - Dec 1987New York City, Huntington, Hauppauge
Frequently Asked Questions about Donald E. Conrad
What company does Donald E. Conrad work for?
Donald E. Conrad works for Conrad Capital Mangement
What is Donald E. Conrad's role at the current company?
Donald E. Conrad's current role is President and CEO.
What is Donald E. Conrad's email address?
Donald E. Conrad's email address is do****@****ail.com
What is Donald E. Conrad's direct phone number?
Donald E. Conrad's direct phone number is 163143*****
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