Lou Conrad Email & Phone Number
President and Founder
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Lou Conrad Location
- Ayer, MA, US
Lou Conrad Work
- 2000 -now President and Founder @ Compass Wealth MGMT
- 2001 -2003 Institutional Investment Consultant @ Cigna Retirement and Investment Services Hartford Ct
- 1998 -2000 Chief Investment Officer @ Mintz Levin Financial Advisors
- 1997 -1998 Director of Investment Advisory Services @ TFS Financial Advisors
- 1996 -1997 Director, Fund Analysis and Research Group @
- 1992 -1996 Vice President, Portfolio Manager @ Sentinel Group Funds Montpelier Vt
- 1989 -1992 Institutional Portfolio Manager @ Shawmut National Corp Hartford Ct
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.
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