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OUR TEAM — Louis E. Conrad II, CFA®, President

Lou is a Chartered Financial Analyst (CFA®) and received an MBA from The University of Chicago. He has extensive experience managing money, including managing a top performing mutual fund, and providing wealth advisory services. He has consulted with individuals and families, as well as corporate pension and 401(k) plans. Lou has been named a multi-year recipient of the Five Star Wealth Manager award as announced in Boston magazine.




Lou's academic credentials and professional affiliations are equally impressive. He received an MBA in finance from The University of Chicago, one of the nation's premier MBA programs. Lou also obtained a BS magna cum laude from Northeastern University. He is a Chartered Financial Analyst (CFA®) and a member of the CFA Institute and the CFA Society Boston, and a former member of the Boston Estate Planning Council. Lou has completed course work in Boston University's Program for Financial Planners and successfully completed Ibbotson Associates' Advanced Asset Allocation Workshop.

Lou was a member of Fidelity Institutional Wealth Services’ Advisor Council, as well as Putnam Investments’ Advisory Council, both comprised of a select group of advisors who provide feedback to these leading companies on their current and contemplated products and services. From 2007 – 2009, Lou served as Boston Chapter President of the American Association of Individual Investors (AAII), a nonprofit organization devoted to the education of investors. He now serves AAII as a member of its national speakers bureau and is a past moderator of the Boston Chapter’s Mutual Fund Special Interest Group.

Lou frequently speaks to professional and community groups and has taught financial planning courses in Salem State University's Community Enrichment Program. He has had investment articles published, has appeared on television, and has been quoted in TheStreet.com.

Lou previously served on the Finance Committee for the Town of Ayer, MA, from 2019 – 2022. Between 2014 and 2020, Lou was a member of the Board of Directors for Minuteman Senior Services, Inc., a nonprofit organization based in Bedford, MA, that is dedicated to assisting seniors and people with disabilities live in the setting of their choice. He also served on its Executive and Finance Committees, as well as acted as the Treasurer.  From 1997 – 2009, Lou was on the Board of Directors for Cooperative Elder Services, a nonprofit daycare program for seniors.  He was also the Treasurer and served on the Finance Committee.



Louis E Conrad II, CFA, President, COMPASS Wealth Management, LLC

Louis E. Conrad II, CFA®

COMPASS Wealth Management, LLC
Established 2000
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Five Star Wealth Manager 2023
Five Star Wealth Manager 2022
Five Star Wealth Manager 2021
Five Star Wealth Manager 2020
Five Star Wealth Manager 2019
Five Star Wealth Manager 2018
Five Star Wealth Manager 2017
Five Star Wealth Manager 2015
Five Star Wealth Manager 2013
Five Star Wealth Manager 2012

read more about Five Star award…


Chartered Financial Analyst (CFA®)
Awarded 1993


MBA, The University of Chicago
BS magna cum laude, Northeastern University

Corporate Experience

Fidelity Investments
CIGNA Retirement & Investment Services
Sentinel Advisors
Shawmut National


American Association of Individual Investors 
CFA Institute
CFA Society Boston

Advisor Councils

Fidelity Institutional Wealth Services
Putnam Investments

Community Activities
Past and Present

American Association of Individual Investors’ National Speakers Bureau, Previous Board Member and Past President of Boston Chapter, Past Moderator of Mutual Fund Special Interest Group

Capital Improvement Advisory Board, Former Member, Salem, MA

Central Vermont Adult Basic Education,
Former Volunteer Tutor

Cooperative Elder Services,
Past Board and Finance Committee Member, Treasurer, Lexington, MA

Finance Committee, Former Member,
Town of Ayer, MA

Investment Advisory Committee,
Past Member, on behalf of Trustees of
Public Trusts, Lexington, MA

Lexington Minuteman,
Former Columnist

Lexington Recreation Department, Former Volunteer Head Basketball Coach

Minuteman Senior Services, Past Board, Executive, and Finance Committee Member, Treasurer, Bedford, MA

Salem Contributory Retirement Board, Former Member, Salem, MA

Salem State University, Former Instructor, Community Enrichment Program

Worcester Polytechnic Institute’s Admissions Ask-a-Parent Volunteer and GPS Poster Presentation Day Judge

Other Accomplishments

Trained for 1988 Olympics
with sailboat received from
U.S. Olympic Yachting Committee Ranked 7th in 1985

U.S. Junior Singlehanded Championship
U.S. Sailing’s Smythe Trophy
Finished 7th in 1980

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COMPASS Wealth Management, LLC
P.O. Box 115
Ayer, MA  01432-0115
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