Robert J. Conrad is a Senior Financial Consultant at Manning & Napier. He is based in the Cleveland area.

As a Senior Financial Consultant, he is responsible for managing all aspects of client relationships, including investment-specific discussions and comprehensive financial planning.

Bob joined the firm in 2004. Prior to joining Manning & Napier, Bob successfully served his clients in many capacities including as an equity portfolio manager, managing director of a mutual fund family, and vice president of institutional sales for a hedge fund operation. Bob also currently serves as Chairman and as spokesman for a family business that includes retail, manufacturing, wholesaling, service, and real estate operations.

Bob earned his BS/BA in Finance from John Carroll University and holds Series 7, 66, and Ohio State Life, Accident and Health licenses.

Schedule a meeting with Robert