Mark A. Conrad CPA, CFP®
Direct (314) 244-3414 | firstname.lastname@example.org
As a Senior Advisor Mark Conrad enjoys interacting with clients, ensuring their needs are met and providing exemplary client service that consistently exceeds expectations. These qualities, combined with his interest in wealth management, make him a perfect fit for The Compardo Team at Moneta Group.
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.
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