Mark A. Conrad CPA, CFP®
Direct (314) 244-3414 | email@example.com
As a Partner on the Compardo Team, Mark’s passion is to help small business owners, entrepreneurs, and corporate executives achieve their goals. He thrives on being on the front end of any major decision his clients make and the first call a client makes when contemplating a major change, such as selling a business.
Mark earned his B.S. in Accounting from Maryville University. During his college years, he interned as a research analyst at a large brokerage firm. After graduation, Mark spent ten years in the St. Louis office of Rubin Brown, one of the largest and most respected accounting firms in the Midwest.
During his time at Rubin Brown, Mark was attracted to Moneta’s comprehensive expertise and client service. Looking for more opportunities to leverage his developed skill set and be a part of a diversified group of professionals that included not only CPAs, but also finance and legal professionals, Mark joined The Compardo Team in 2012. He was named by Forbes as one of the top 500 millennial-age advisers in America and one of St. Louis Business Journal’s 40 under 40 honorees for the class of 2018. Conrad also serves on Moneta’s human resources and culture committees. In this role, he is working to develop the firm’s strategic vision with respect to these areas and to ensure its benefits, policies, and culture reflect the evolving needs of current and future employees.
Outside of his work at Moneta, Mark is active in the St. Louis community. He also enjoys spending time with his family – wife, Cristal and their daughters, Claire and Avery – traveling, professional and college sporting events, and golf.
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Missouri Society of Certified Public Accountants (MSCPA)
- American Institute of Certified Public Accountants (AICPA)
- De La Salle Middle School, Board Member
- Angels' Arms, Board Member