
Conrad WooConrad WooExecutive Director
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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now