While most financial advisers are solely focused on investments, Mark Conrad is typically on the front end of any major decision his clients make and the first call they make when contemplating a major change. He is a trusted adviser with the ability to sit on the same side of the table and provide counsel for them. As a partner at Moneta Group, Mark finds his daily work assisting individuals, entrepreneurs and business owners to be tremendously rewarding.
In August 2017, Conrad was named to Forbes magazine’s list of “Top Millennial Advisors” in the U.S. Chosen from more than 19,000 nominations, the list recognized advisers born after 1980 who are considered to be future industry leaders. In addition, Mark was recently named to the St. Louis Business Journal’s prestigious “40 Under 40” list in 2018.
Conrad currently 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.
Mark has embraced the importance of giving back to the community. Currently, he is a member of the Board of Directors of the nonprofit organization, Angels’ Arms. Conrad was also instrumental in helping to set up The Lane Thomas Foundation in 2017, which provides financial support for non-medical expenses to families with children in need of life-saving organ transplants at Omaha healthcare facilities.
For the past seven years, Conrad has been actively involved with De La Salle, Inc. a non-profit organization that provides programming and facilities to La Salle Middle School. He served as treasurer on the organization’s Board of Directors for two years and currently serves on the board’s executive committee, as well as vice chair of the board. In 2017, Conrad chaired De La Salle’s annual golf tournament, raising $50,000 to support the organization’s mission.
- Bachelor of Science, Accounting, Maryville University
- Certified Public Accountant
- Certified Financial Planner™
- Member AICPA
- Member MSCPA
- De La Salle Middle School, Board Member, Treasurer & Finance Chair
- Angels’ Arms, Board Member