Peter James Conrad
Directeur Financier/CFO chez First Light Asset Management LLC
Profil
Mr. Peter J.
Conrad, CFA, is a Chief Operating Officer & Chief Financial Officer at First Light Asset Management LLC.
He oversees First Light’s operations, finance, administrative and technology functions.
He brings over 28 years of investment and research experience to First Light.
Before joining the firm, he held various positions at Kopp Investment Advisors, including director of portfolio management committee, executive vice president and senior portfolio manager.
In these roles, he performed due diligence on prospective and existing investments through primary research, communication with investment’s senior management, outside research sources and regulatory filings.
Previously, he also was a senior advisor providing integrated wealth management services for Carlson Capital Management.
Additionally, he was a regional account representative for Charles Schwab & Co. and a financial planner for IDS Financial Services.
He earned a master of business administration (MBA) degree from the University of Minnesota’s Carlson School of Management, and holds the Chartered Financial Analyst and Certified Financial Planner designations.
Postes actifs de Peter James Conrad
| Sociétés | Poste | Début |
|---|---|---|
First Light Asset Management LLC
 First Light Asset Management LLC Investment ManagersFinance First Light Asset Management LLC (First Light) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Edina, Minnesota. The firm was founded in 2013 by Matthew Arens and Brett Johnson. First Light provides discretionary advisory services to individuals, high-net worth individuals, institutional clients, pension plans or profit-sharing plans, corporations, and charitable organizations on a discretionary basis through separately managed accounts. | Directeur Financier/CFO | 01/03/2019 |
Anciens postes connus de Peter James Conrad
| Sociétés | Poste | Fin |
|---|---|---|
Kopp Investment Advisors LLC
 Kopp Investment Advisors LLC Investment ManagersFinance Founded in 1990 by Lee Kopp, Kopp Investment Advisors LLC is a registered investment advisor located in Bloomington, Minnesota. The firm is a subsidiary of Kopp Holding Co. LLC. | Analyst-Equity | 01/08/2008 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Carlson Capital Management, Inc.
 Carlson Capital Management, Inc. Investment ManagersFinance Founded in 1987, Carlson Capital Management, Inc. is registered investment advisor located in Northfield, Minnesota. The firm's clients include high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit sharing plans, and corporations or other business entities. | Corporate Officer/Principal | - |
Formation de Peter James Conrad
| Moorhead State University | Undergraduate Degree |
| University of Minnesota | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Kopp Investment Advisors LLC
Kopp Investment Advisors LLC Investment ManagersFinance Founded in 1990 by Lee Kopp, Kopp Investment Advisors LLC is a registered investment advisor located in Bloomington, Minnesota. The firm is a subsidiary of Kopp Holding Co. LLC. | Finance |
First Light Asset Management LLC
First Light Asset Management LLC Investment ManagersFinance First Light Asset Management LLC (First Light) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Edina, Minnesota. The firm was founded in 2013 by Matthew Arens and Brett Johnson. First Light provides discretionary advisory services to individuals, high-net worth individuals, institutional clients, pension plans or profit-sharing plans, corporations, and charitable organizations on a discretionary basis through separately managed accounts. | Finance |
Carlson Capital Management, Inc.
Carlson Capital Management, Inc. Investment ManagersFinance Founded in 1987, Carlson Capital Management, Inc. is registered investment advisor located in Northfield, Minnesota. The firm's clients include high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit sharing plans, and corporations or other business entities. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |