Firm Management/Client Advisor
I get a great deal of professional and personal satisfaction helping others navigate the complex world of wealth management, taxes and estate planning. An acquaintance approached me after their surviving parent became very ill and they learned, to their surprise, that the parent had done little wealth planning. Acting quickly, but with careful thought and planning, we were able to save the family several million dollars of estate tax while redeploying assets into an appropriately diversified investment portfolio for the next generation. There is no greater feeling that having a family think of you and your firm as their most trusted advisor.
Conrad Gehrmann is a managing member of Filament and a member of the firm’s investment committee. Prior to Filament, Conrad co-lead Arthur Andersen’s Northwest Private Client Services group and held senior leadership positions at the Quellos Group. Conrad is committed to applying over thirty years of experience in tax, investments and wealth management to both routine and complex financial issues of high net worth individuals and families.
Conrad received his MBA from the University of Michigan and his BA (magna cum laude in Economics & East Asian Studies) from St. Olaf College in Northfield, Minnesota. Conrad is a Certified Public Accountant.
Conrad is the immediate past board chair of the Lupus Foundation of America which seeks to improve the quality of life for all people affected by lupus through programs of research, education, support and advocacy. He is a long-time member of the Board of Trustees of Ashesi University Foundation (Ghana) which is educating and inspiring a new generation of ethical and entrepreneurial leaders in Africa to transform their continent.