Lou Conrad Email & Phone Number
President and Founder
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Lou Conrad Location
- Ayer, MA, US
Lou Conrad Work
- President and Founder @ Compass Wealth MGMT (January 2000 - Present)
- Institutional Investment Consultant @ Cigna Retirement and Investment Services Hartford Ct (January 2001 - January 2003)
- Chief Investment Officer @ Mintz Levin Financial Advisors (January 1998 - January 2000)
- Director of Investment Advisory Services @ TFS Financial Advisors (January 1997 - January 1998)
- Director, Fund Analysis and Research Group @ (January 1996 - January 1997)
- Vice President, Portfolio Manager @ Sentinel Group Funds Montpelier Vt (January 1992 - January 1996)
- Institutional Portfolio Manager @ Shawmut National Corp Hartford Ct (January 1989 - January 1992)
Lou Conrad Education
- University of Chicago
Master of Business Administration (Accounting, Finance)
- Northeastern University
Bachelor of Science (Political Science)
Lou Conrad Summary
- Lou Conrad, based in Ayer, MA, US, is currently a President and Founder at Compass Wealth MGMT. Lou Conrad brings experience from previous roles at Cigna Retirement and Investment Services Hartford Ct, Mintz Levin Financial Advisors, TFS Financial Advisors and Fidelity Investments. Lou Conrad holds a Master of Business Administration in Accounting, Finance @ University of Chicago. Lou Conrad has 1 mobile phone numbers on RocketReach.
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