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While most financial advisers are solely focused on investments, Mark Conrad is typically on the front end of any major decision his clients make and the first call they make when contemplating a major change. He is a trusted adviser with the ability to sit on the same side of the table and provide counsel for them. As a partner at Moneta, Mark finds his daily work assisting individuals, entrepreneurs and business owners to be tremendously rewarding.

In 2017, 2018 and 2019 Mark was named to Forbes magazine’s list of “Top Millennial Advisors” in the U.S. Chosen from more than 19,000 nominations, the list recognized advisers born after 1980 who are considered to be future industry leaders. In 2019, 2020 and 2021 Forbes also recognized Mark on their annual Best-In-State Wealth Advisor list. Mark was named to the St. Louis Business Journal’s prestigious “40 Under 40” list in 2018.