Conrad WooConrad Woo
Executive Director

"I draw from my experience to serve the holistic financial needs of high-net-worth individuals and their families."

About Conrad

Conrad Woo is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

As an integral member of The Armour Bellavia Stuhlman Group, he draws on years of institutional experience with hedge funds and family offices to serve the holistic financial needs of high-net-worth individuals and their families.

Conrad takes a macro view of global markets and makes thoughtful, fact-based recommendations complemented by the depth of his investment background. This insightful style helps guide each individual towards the goals that they find most meaningful. Conrad is a straightforward communicator who explains things in clear-cut terms, providing the confidence to stay the course. He educates his clients about every element of their financial scenario, so they fully comprehend the wealth plans that have been personalized for them.

As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Conrad is one of a select group of Advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess each investment strategy. In addition, he serves on the Armour Bellavia Stuhlman Group's investment committee to identify innovative ideas and make tactical adjustments to existing approaches.

Conrad also provides cash management services to companies, viewing his role as a partnership in enhancing cash flow and assisting them in defining and working to achieve their goals. They count on him to keep their assets safe and grow their wealth within their risk tolerance, helping to ensure that when they need the cash, it will be available and freeing them to focus on running their company. He also explores ways to add value in whatever else they may need to grow.

With a career that has spanned over 20 years, Conrad began on the technology side at J.P. Morgan, providing IT support to the trading desk. He worked with hedge funds and college endowment funds to deliver interest rate derivatives. As his clients' needs changed, Conrad evolved his capability set to include futures, fixed income and equity-based products and non-investment services. He graduated from Vassar College and earned a B.S. in Computer Science.

Conrad grew up in New Jersey, where he resides with his wife and daughters. He prioritizes his family and, as he does for clients, strives to be sure their needs are always met. Conrad keeps in shape through long-distance cycling and competes against himself to go faster and break records.

Insights

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