About Gilbert Russell Conrad
With nearly three decades of experience working in financial services, Gilbert Russell Conrad has proven himself to be a seasoned and knowledgeable industry professional.
Through his work as an investment professional, Russell provides industry expertise and insight to investors when advising them in managing their finances, as well as providing tax reduction opportunities and retirement planning options.
Russell Conrad attended the State University of New York College at Buffalo, where he graduated in 1994 with his Bachelor of Science degree. On June 20, 1996, he became a licensed financial advisor and officially commenced his career in Boca Raton at GKN Securities.
During his two years at GKN Securities working as a registered representative, Russell Conrad specialized in investment advice tailored towards initial public offerings. He honed his skills in the wealth management and financial services industry, and in 1998, he opened Princeton Equity Partners, LLP in Princeton, New Jersey. Here, his clientele primarily consisted of high-net-worth business owners from the Midwest region.
For several years, Russell focused on individual stock recommendations and equity funds, but by 2005, he had refocused professionally from an approach that was equity-centric to one that emphasizes private equity real estate, 1031 exchanges, and non-traded REITs.
In 2020, Russell Conrad opened Princeton Equity Management, LLC, where, for four years, he’s been serving as the President and CEO. Russell and his team take pride in the unparalleled service they provide to each family they serve. Through a commitment to meticulous attention to detail and rigorous due diligence, the entire Princeton Equity team has distinguished themselves in the industry.
Gilbert Russell Conrad is driven by a goal to make alternative investments and institutional real estate accessible to both high and ultra-high-net-worth families. He has worked towards this goal by guiding investors alongside the process with their already trusted advisors, from attorneys to accountants to fellow financial advisors. Russell fuels the firm’s big wins through solid investment strategies paired with meticulous research.
Maintaining an office in Lewiston, New York, Russell Conrad spends his winters in Naples, Florida, where he offers the same unparalleled service to his clientele. In his free time, he enjoys golfing and boating and is quite the oenophile. He is also a committed philanthropist who is involved with the Juvenile Diabetes Research Foundation (JDRF), the American Cancer Society, and the Lewiston Historical Society.
If you want more insight from Gilbert Russell Conrad, be sure to visit his professional overview site and his finance blog!
