Lee Conrad

Lee Conrad

Group Managing Editor


As Group Managing Editor of SourceMedia's Investment Advisor Group, Lee oversees all editorial aspects of our Bank Investment Consultant brand. He has spent half his 20-year journalism career at SourceMedia and legacy companies. Before taking over BIC in April 2011, he spent more than three years as managing editor of On Wall Street. And before that he was a senior editor at U.S. Banker magazine for four years. He also worked as an editor in the newsletter unit of legacy divisions of the company for three years, covering various aspects of the fixed-income markets. Lee started his career as a reporter at the St. Louis Business Journal after graduating from the University of Missouri with a B.S. in economics. He is currently working toward an MBA at Baruch College, part of City University of New York.

All Lee Conrad's Stories
These funds have the highest 12-month price-to-earnings ratios. Nice investments, if you bought 12 months ago, but now they may be richly priced.
Here are eight bank advisors that we've identified as having the right characteristics for ongoing success in the industry.
Years of losses can take a toll on a client's psyche; they can also create buying opportunities.
The deal marks the first big bank client for FutureAdvisor since it was acquired by BlackRock last year.
For the first time in eight years, the top advisor from our Top 50 ranking was a woman.
The majority of small businesses fail. In recent years, more fail than launch every year. But some entrepreneurs soar to new heights, and helping guide them can be a lucrative niche for advisors.
If clients ask you about their Social Security benefits, or even if they don't, you have a chance to educate them on how the program is still an important part of their retirement plan.
The bank channel, long regarded as a minor league to the glitzier and higher-paying wirehouses and RIAs, is on the verge of taking a major-league step ahead.
The 30-year industry veteran joined from Bank of the West.
First National Bank of Bemidji in Minnesota is looking to add advisors and clients.
New advisor will focus on ultrahigh-net-worth clients mostly in the Miami area.
The notion of working into one's 70s just doesn't cut it for many.
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