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OUR TEAM — Louis E. Conrad II, CFA®, President

Lou is a Chartered Financial Analyst (CFA®) and received an MBA from The University of Chicago. He has extensive experience managing money, including managing a top performing mutual fund, and providing wealth advisory services. He has consulted with individuals and families, as well as corporate pension and 401(k) plans. Lou has been named a multi-year recipient of the Five Star Wealth Manager award as announced in Boston magazine.

MUTUAL FUND MANAGEMENT

INVESTMENT CONSULTING/ANALYSIS

FINANCIAL PLANNING

Lou's academic credentials and professional affiliations are equally impressive. He received an MBA in finance from The University of Chicago, one of the nation's premier MBA programs. Lou also obtained a BS magna cum laude from Northeastern University. He is a Chartered Financial Analyst (CFA®) and a member of the CFA Institute, CFA Society Boston, and the Boston Estate Planning Council. Lou has completed course work in Boston University's Program for Financial Planners and successfully completed Ibbotson Associates' Advanced Asset Allocation Workshop.

Lou was a member of Fidelity Institutional Wealth Services’ Advisor Council, as well as Putnam Investments’ Advisory Council, both comprised of a select group of advisors who provide feedback to these leading companies on their current and contemplated products and services. From 2007 – 2009, Lou served as Boston Chapter President of the American Association of Individual Investors (AAII), a nonprofit organization devoted to the education of investors. He now serves AAII as a member of its national speaker bureau and the Boston Chapter’s Board of Directors, and is a past moderator of the Chapter’s Mutual Fund Special Interest Group.

Lou frequently speaks to professional and community groups and has taught financial planning courses in Salem State University's Community Enrichment Program. He has had investment articles published and has appeared on television.

Lou is a member of the Board of Directors for Minuteman Senior Services, Inc., a nonprofit organization based in Bedford, MA, that is dedicated to assisting seniors and people with disabilities live in the setting of their choice.  He also serves on its Executive and Finance Committees, as well as acts as the Treasurer.  From 1997 – 2009, Lou was on the Board of Directors for Cooperative Elder Services, a nonprofit daycare program for seniors.  He was also the Treasurer and served on the Finance Committee.

 

 

Louis E Conrad II, CFA, President, COMPASS Wealth Management, LLC

Louis E. Conrad II, CFA®


President
COMPASS Wealth Management, LLC
Established 2000
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Awards


Five Star Wealth Manager 2017
Five Star Wealth Manager 2015
Five Star Wealth Manager 2013
Five Star Wealth Manager 2012

Louis E. Conrad, II, President, COMPASS Wealth Management, LLC, awarded "FIVE STAR Wealth Manager" Award
read more about Five Star award…


Credentials


Chartered Financial Analyst (CFA®)
Awarded 1993

Education


MBA, The University of Chicago
BS magna cum laude, Northeastern University

Corporate Experience


Fidelity Investments
CIGNA Retirement & Investment Services
Sentinel Advisors
Shawmut National

Memberships


American Association of Individual Investors 
Boston Estate Planning Council
CFA Institute
CFA Society Boston


Advisor Councils


Fidelity Institutional Wealth Services
Putnam Investments


Community Activities
Past and Present


American Association of Individual Investors’ National Speakers Bureau, Board Member and Past President of Boston Chapter, Past Moderator of Mutual Fund Special Interest Group

Minuteman Senior Services, Board, Executive, and Finance Committee Member, Treasurer, Bedford, MA

Capital Improvement Advisory Board, Former Member, Salem, MA

Central Vermont Adult Basic Education,
Former Volunteer Tutor

Cooperative Elder Services,
Past Board and Finance Committee Member, Treasurer, Lexington, MA

Investment Advisory Committee,
Past Member, on behalf of Trustees of
Public Trusts, Lexington, MA

Lexington Minuteman,
Former Columnist

Lexington Recreation Department, Former Volunteer Head Basketball Coach

Salem Contributory Retirement Board, Former Member, Salem, MA

Salem State University, Former Instructor, Community Enrichment Program

Other Accomplishments


Trained for 1988 Olympics
with sailboat received from
U.S. Olympic Yachting Committee Ranked 7th in 1985

U.S. Junior Singlehanded Championship
U.S. Sailing’s Smythe Trophy
Finished 7th in 1980


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290 Baker Avenue
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978.254.7040
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