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 TBW Group, he draws on many 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 ensure that he guides 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 review to assess each investment strategy. In addition, he serves on The TBW Group's investment committee to help identify innovative ideas and make tactical adjustments to existing approaches. With a career that has spanned more than 20 years, Conrad began on the technology side at J.P. Morgan, providing IT support to the trading desk. He had a brief stint at RBG Greenwich Capital before transitioning to a Financial Advisory role at a J.P. Morgan predecessor firm. There, Conrad worked with hedge funds and college endowment funds to deliver interest rate derivatives. As his clients' needs changed, he evolved his capability set to include futures, fixed income and equity-based products, as well as non-investment services.
Conrad grew up in New Jersey, where he continues to reside with his family. He is a graduate of Vassar College and earned a B.S. in Computer Science.
In his free time, Conrad enjoys participating in the many activities of his young daughters. He prioritizes his family and, like his clients, tries 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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now