Founder of Pinnacle Financial Strategies, an independent wealth management firm
in Wexford, Victor Conrad ’87 (CFP, ChFC, AIF) was named a 2019 Five Star Wealth Manager in Pittsburgh Magazine. Only 15 percent of the Pittsburgh area’s wealth managers receive this recognition, which Conrad has earned annually since the
program’s start in 2012. He marked 25 years of client service this year.
The Five Star selection process included considering 1,667 wealth managers before naming just 251. Only wealth managers with at least five years of experience, as well as other criteria, were considered.
Each wealth manager was reviewed for regulatory and civil judicial actions as well as customer complaints as reported by the Financial Industry Regulatory Authority and other regulatory agencies. Then, before finalizing the list, the wealth managers were
reviewed by a blue-ribbon panel composed of knowledgeable individuals from within the financial services industry. Safeguards were in place to reduce the ability of the panel members to influence the final selection of recipients based on company