I am Donald Conrad, President and CEO of Conrad Capital Management. CCM is based in the heart of Long Island, Islandia (New York), right between the Hamptons and Manhattan. I have offered investment counseling, retirement plan advice to families and businesses across the country since 1998. I began my career in the financial services industry in 1982. Throughout my 34 year professional career I have helped labor union workers throughout NY State. My clients have included indispensable, experienced workers with specialized knowledge from all walks of life, ranging from firefighters to nurses to police officers and air pilots. I have seen firsthand the benefits that unions bring to their members and I worked hard to provide highly customized face-to-face fiduciary investment advice for affordable fees to active and retired workers. “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 Emerson I hold Series 7, 24, 63 and 65 licenses, as well as Certified Senior Advisor (CSA) Certification. I am an independent investment advisor; - registered with the Securities and Exchange Commission, as such subject to the Investment Advisers Act of 1940, and have a fiduciary duty to act in the best interest of my clients. In this role I have worked with complex portfolios and served the many unique needs that often require special management strategies. Previously, I served as Senior VP - at PaineWebber (1993 – 1997), Sr. Vice President at Shearson Lehman Hutton (1987 – 1993) and Sr. VP at E. F. Hutton & Co. (1982 – 1987). CCM is dual-registered, and has three divisions: • Registered Investment Adviser • Broker Dealer Association1 • Alternative Investment Vehicle/Hedge Fund of Funds – CCM Partners, LP I lead a great team of professionals keeping client centric solutions in focus. Investors continue to demand an increasingly high level of expertise, integrity and objectivity. We work hard, walk our walk every day and strive 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. The main reason that I became a wealth manager was to help people 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 differences in the lives of many working professionals helping their transition into retirement.

1. I am Donald Conrad, President and CEO of Conrad Capital Management. CCM is
based in the heart of Long Island, Islandia (New York), right between the Hamptons
and Manhattan. I have offered investment counseling, retirement plan advice to
families and businesses across the country since 1998. I began my career in the
financial services industry in 1982. Throughout my 34 year professional career I have
helped labor union workers throughout NY State. My clients have included
indispensable, experienced workers with specialized knowledge from all walks
of life, ranging from firefighters to nurses to police officers and air pilots. I have seen firsthand the benefits
that unions bring to their members and I worked hard to provide highly customized face-to-face fiduciary
investment advice for affordable fees to active and retired workers.
I hold Series 7, 24, 63 and 65 licenses, as well as Certified Senior Advisor (CSA) Certification. I am an
independent investment advisor; - registered with the Securities and Exchange Commission, as such subject
to the Investment Advisers Act of 1940, and have a fiduciary duty to act in the best interest of my clients. In
this role I have worked with complex portfolios and served the many unique needs that often require special
management strategies. Previously, I served as Senior VP - at PaineWebber (1993 – 1997), Sr. Vice President
at Shearson Lehman Hutton (1987 – 1993) and Sr. VP at E. F. Hutton & Co. (1982 – 1987).
CCM is dual-registered, and has three divisions:
 Registered Investment Adviser
 Broker Dealer Association1
 Alternative Investment Vehicle/Hedge Fund of Funds – CCM Partners, LP
I lead a great team of professionals keeping client centric solutions in focus. Investors
continue to demand an increasingly high level of expertise, integrity and objectivity. We
work hard, walk our walk every day and strive 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.
The main reason that I became a wealth manager was to help people 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 differences in the lives of many
working professionals helping their transition into retirement.
1
Securities are offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany NY 12211.
Purshe Kapalan Sterling Investments and Conrad Capital Management are not affiliated companies.
631-439-7878 631-439-7878
Conrad Capital Management
“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 Emerson
Conrad Capital Management
1377 Motor Parkway, Suite 406 Islandia, New York 11749
dconrad@conradcapital.com www.conradcapital.com
Phone: (631)-439-7878 Fax: (631)-439-7879