Donald Conrad of Conrad Capital Management recognized for excellence in service to area medical professionals


Area Financial Services Executive Receives National Health Care Recognition Islandia, NY (April 26, 2012) – According to the Bureau of Labor Statistics, there are approximately 700,000 physicians in the United States who work in excess of 60 hours per week.  While their earning potential is the highest among any profession in the US, a blizzard of government regulations and a host of clinical and economic issues leave little time for a doctor to manage their professional and personal lives.

In response, an elite group of professionals is emerging as specialists to the medical community.  In recognition of his work with area health care executives and physicians, Donald Conrad of Conrad Capital Management has been named an MD Preferred Affiliated Financial Services Professional.  Each year, US Medical Specialties, Inc., an international medical consulting firm, recognizes excellence in service to the medical community in a number of disciplines including real estate, mortgage lending, insurance, accounting, banking, financial and legal services.  The goals of the MD Preferred Program include identifying, acknowledging and promoting professionals who provide service excellence to the medical community.

The program provides physicians with an online resource center where they can find profiles of “doctor friendly” professionals who are committed to providing a quality service experience.  “Doctors are very busy professionals,” observed Michael O’Malley, Project Manager of MD Preferred Services.  “When it comes to finding a financial services professional that is committed to working with physicians, they appreciate an organization that has done the research for them and has pulled a team together to make their lives easier.”

Every MD Preferred financial advisor is selected for their commitment to serving the healthcare industry.  They often work in close concert with other community based MD Preferred professionals helping area medical providers attract and retain talented physicians. MD Preferred community teams are uniquely qualified to act as recruiting partners to area practice managers and hospital
administrators.  As partners they can tell the community story while the medical recruiter tells the clinical story.  Their knowledge of the area and understanding of the special needs of physicians and their families saves everyone time and resources.

“We are proud of the recognition we have received.  In an environment of critical physician shortage, we understand that most physicians considering a career in our community will make their decision based primarily on life style issues,” Mr. Conrad observed. “The last thing we want to have happen is for that prospective physician to go elsewhere because the local support services he or she needed were either not available, were unreliable or did not meet the expectations of the physician. We are always ready to meet with area physician groups to demonstrate how a comprehensive financial plan can help physicians chart a course through today’s complex tax landscape, provide for their children’s education and assure a comfortable and secure retirement.”




CCM was founded in 1998 as a registered investment advisor to families and institutions across the country. After spending 16 years working with both E.F Hutton and Paine Webber, Donald Conrad came to the realization that for him to offer truly unbiased advice to clients, he would have to become independent. Hence, Conrad Capital Management was founded. Ever since then Mr. Conrad has been acting in the capacity of an independent SEC Registered Investment Advisor (RIA), as such his only allegiance is to his clients!

When the markets became extremely volatile in 2001, Donald began searching for a way to lower risk during the tumultuous swings in the market. After a fruitless search, he created CCM Partners, LP, a proprietary Hedge Fund of Funds. Mr. Conrad serves as the General Partner of the fund which will be celebrating its 12th year of providing solid risk-adjusted performance year after year.




Each year the MD Preferred designation recognizes a diverse group of ‘doctor friendly’ professional service providers.  MD Preferred providers can be found at an online resource center,  Access is available at no cost to the medical community.  MD Preferred also manages one of the industry’s largest medical job boards, publishes a daily medical blog and distributes a monthly E-Newsletter to every residency and fellowship program in the country.  For additional information contact Mike O’Malley at 800-260-8366.

Paladin Registry Completed a Background Check for Conrad Capital Management


Sacramento, CA, 2012. Investors make a major mistake when their only sourceof information for financial advisor credentials, ethics, and business practices is advisors who want to sell them investment products and services. This is a risky way to select advisors who may:download movie Whiskey Tango Foxtrot

Omit, misrepresent, or exaggerate information to make the sale
Be unlicensed or sell unregistered investment products (scams)
Have a history of investor complaints, fines, and suspensions

There is a solution. Investors can use Paladin Registry’s Financial Advisor Due Diligence (FADD™) service to conduct background checks. FADD™ validates
the accuracy of advisor claims so investors select professionals with the best qualifications and not the best sales pitches.

Background checks are an essential step when investors select advisors who will
influence or control their financial decisions. Select high quality advisors and they will have more money. Select low quality advisors and they will have less money. Select Bernie Madoff and they may have no money.

Jack Waymire, founder of, announced, “Conrad Capital Management has successfully completed Paladin’s Background Check process and received a FADD™ certification for the documentation that is published on the Paladin Registry website. Waymire observed, “Only high quality professionals authorize background checks because they have nothing to hide. Low quality
advisors avoid background checks because this type of scrutiny exposes weaknesses and false claims.”

Donald Conrad (Islandia, NY) has worked in the financial services industry since 1981 and has been a member of Paladin since 2007. Donald Conrad is an acknowledged fiduciary who provides financial planning and investment advisory services for fees. He received a five star quality rating from Paladin Registry in January 2012.

In 2003, Paladin began providing information services to investors who rely on planners, advisors, and money managers to help them achieve their financial goals. Paladin services include: Background Checks, Quality Ratings, and Online Documentation for professionals who received the Registry’s highest quality rating (five stars). Visit Paladin’s website for additional information.

Donald Conrad

Conrad Capital Management Expands Corporate Headquarters, Brings in New Hires, Opens 1st Branch Office


Conrad Capital Management is pleased to announce that they will be moving their firm’s Corporate Headquarters from Melville, NY to Islandia, NY at the end of this month. Given CCM’s recent new hiring and ongoing firm-wide growth, they are moving to a new location that will present a bigger space and has been newly built to suit their most current needs. Additionally, CCM will have a better ability to expand into additional space when needed.

“I have been doing business in the Melville area for about 30 years now. It’s a great community and I’m going to miss it here, but we are ready for a change,” says Don Conrad, President and CEO at CCM. “Between our growing clientele and new staff on board, there is no better time to expand.”

The new office is located at 1377 Motor Parkway in Islandia, NY. Equipped with a full media and conference center, CCM looks forward to holding many successful events, speaking engagements and seminars there. There are more spacious common areas throughout the building for both clients and staff to utilize.Watch Full Movie Online Streaming Online and Download

“It’s been exciting to see how much growth we’ve been having over the past year,” says Hammid Firoozeh, Chief Operating Officer. “It will be great to utilize a new marketplace and have the opportunity to offer the added benefits of the new location to our clients and staff. We’re looking forward to making Islandia our new home.”

In an exciting addition to their move, CCM is also proud to announce the official opening of their 1st branch office location in White Plains, NY. The new office will be lead by Mr. Jared Cutler, VP of Investments and Wealth Management. Jared previously served in the Global Private Client Group of Merrill Lynch. He is indeed a great asset to the company, as he shares the same principles and dedication to the servicing of clients that CCM holds in such high regard.

In recent months CCM has brought aboard Sierra Kim, Executive Administrative Assistant and Michele Candiano, Assistant VP of Business Development. Ms. Kim comes to CCM with an MBA from Stony Brook University and is currently a Chartered Financial Analyst (CFA) Level III candidate. Ms. Candiano comes to CCM with a Bachelor’s Degree in marketing from FIT and five years of previous experience in marketing and business development. Both Sierra and Michele are quickly becoming key components to supporting the research, analysis, client service, and client development areas. In addition, they serve as integral components throughout the growth process of the firm and help to maintain the personalized and service-oriented culture that CCM thrives on.

The team is taking a multitude of positive strides towards 2011. Please check the CCM website for upcoming seminars and announcements. If you’d like to receive future press releases directly from CCM, please email

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Conrad Capital Management, Inc.
1377 Motor Parkway, Suite 406
Islandia, NY 11749, USA
Tel: (631) 439-7878 Fax: (631) 439-7879

Important Consumer Disclosures:
Conrad Capital Management, Inc. is a an Independent Registered Investment Advisor with headquarters located in Islandia, New York