About Gilbert Russell Conrad
Gilbert Russell Conrad is a seasoned financial services professional and the CEO of Princeton Equity Management, LLC in Lewiston, New York, where he resides.
Russell’s expertise in finance runs deeply; for 22 years, from 1998 to 2020, Russell served as Principal Partner at Princeton Equity Partners, LLP, the firm he established in Princeton, New Jersey. Here, he primarily worked with high-net-worth business owners from the Midwest, focusing on equity funds and individual stock recommendations.
For more than two decades, Russell Conrad established himself as an expert investment professional specializing in real estate investments. He provided experienced insight when it comes to advising investors on managing their finances, retirement plans, or tax reduction opportunities. By 2005, he had transitioned his focus to a specialized emphasis on 1031 exchanges, non-traded REITs, and private equity real estate, with a client portfolio that evolved to incorporate high and ultra-high-net-worth professionals and business owners.
In January of 2020, Gilbert Russell Conrad opened Princeton Equity Partners, LLP, where he serves as President and CEO. Gilbert and the entire team at Princeton Equity Management, LLC take pride in providing each family they serve with unparalleled service, meticulous attention to detail, and rigorous due diligence that sets them apart.
As a professional, Russell Conrad prides himself on the attention to detail and personal style approach to working with clients. Using meticulous research, he uses solid investment strategies to fuel his big wins.
Russell Conrad attended the State University of New York at Buffalo, where he earned his Bachelor of Science degree. In 1996, he became a licensed financial advisor and began his career in financial services and wealth management. Russell joined the team as a registered representative at GKN Securities Corp in South Florida. During his tenure, Russell specialized in offering investment advice tailored towards IPOs. he quickly acquired knowledge and experience working in the financial services industry through new tech resources, strong personal relationships, and aggressive due diligence. This helped him open Princeton Equity Partners just two years later.
While he certainly has enough interest in his work to keep him busy, Gilbert Conrad also makes sure to take time to appreciate the life he’s built. He maintains his office in Lewiston, New York, and spends his winters in Naples, Florida, where he’s still able to provide clients with top-quality services year-round.
Learn more about Gilbert Conrad Russell by visiting his real estate site and his finance site for additional information!
Recent Blogs
The Basics of Estate Planning and Why It Matters
Estate planning is a critical yet often overlooked part of financial management. It involves preparing how your assets will be distributed, ensuring your wishes are honored, and making life easier for your loved ones. Here's a breakdown of the essentials and why this...
1031 Exchanges: How to Defer Capital Gains Taxes
When selling investment properties, owners often face hefty capital gains taxes. However, a 1031 exchange, named after Section 1031 of the U.S. Internal Revenue Code, offers a legal way to defer these taxes. Here's how the process works and what you need to know....
Real Estate Crowdfunding: What You Need to Know
Real estate crowdfunding has emerged as a popular and accessible way for individuals to invest in property without needing large amounts of capital. By leveraging online platforms, investors can pool their resources to participate in real estate projects, ranging from...