Lou Conrad's Location
Ayer, MA, US
Lou Conrad's Work
- President and Founder @ Compass Wealth MGMT
- Institutional Investment Consultant @ Cigna Retirement and Investment Services Hartford Ct
- Chief Investment Officer @ Mintz Levin Financial Advisors
- Director of Investment Advisory Services @ TFS Financial Advisors
- Director, Fund Analysis and Research Group @ Fidelity Investments
- Vice President, Portfolio Manager @ Sentinel Group Funds Montpelier Vt
- Institutional Portfolio Manager @ Shawmut National Corp Hartford Ct
Lou Conrad's Education
- University of Chicago
Master of Business Administration (Accounting, Finance)
- Northeastern University
Bachelor of Science (Political Science)
Lou Conrad's Summary
Lou Conrad, based in Ayer, MA, US, is currently a President and Founder at Compass Wealth MGMT, bringing 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.
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