Enquirer Consulting Group
Donald Conrad | Conrad Capital Management | October 2026
As of 14 Oct 2026
Conrad Capital Management is an independent, fee-based registered investment advisor on Long Island, serving families and institutions across the country.
Its own site names the clients it serves: individuals and families, seniors, practicing professionals, business owners with company retirement plans, small and mid-size institutions, pensions and family offices.
This map sorts those groups by type and size where a clean public count exists, and shows who usually makes the call inside each one.
Counts are US firms, not sites, and are banded on purpose. A group with no clean public count says so rather than showing a number.
| Group | Organizations in the US | Under 20 staff | 20 to 99 | 100 to 499 | 500 or more |
|---|---|---|---|---|---|
| Physician and dental practices | about 250,000 | about 230,000 | about 19,000 | about 2,500 | about 1,200 |
| Law and accounting practices | about 210,000 | about 200,000 | about 8,300 | about 1,200 | about 290 |
| Pension funds | no clean public count | ||||
| Small and mid-size business owners with a company retirement plan | no clean public count | ||||
| Family offices and small and mid-size institutions | no clean public count | ||||
| Individuals, families and seniors with complex portfolios | no clean public count |
US firm counts by industry code, banded deliberately.
Titles vary with size. In a small practice or business, one owner holds most of these seats.
| Group | Who usually decides | Who also weighs in |
|---|---|---|
| Physician and dental practices | The owner physician or dentist, or the managing partner | Practice administrator, outside CPA |
| Law and accounting practices | Managing partner or founding partner | Firm administrator or COO, the partners' committee |
| Pension funds | The board of trustees or investment committee | Executive director, plan administrator, investment consultant |
| Business owners with a retirement plan | Owner, president or CFO as plan sponsor | HR director or benefits manager, outside CPA or third-party administrator |
| Family offices and institutions | Principal, CIO or investment committee chair | Finance director, trustees, board treasurer |
| Families and seniors | The client and spouse, often with adult children involved | Estate attorney, tax preparer |
| Group | What moves the decision |
|---|---|
| Practicing professionals | Little time to manage their own money, a practice to sell or pass on one day, and a retirement plan for staff |
| Business owners with a retirement plan | Fiduciary duty as plan sponsor, plan costs, and the investment choices their employees get |
| Pension funds and institutions | Due diligence on managers and funds, risk control, and independent advice |
| Family offices | Access to alternative investments and a tailored, hands-on service |
| Families and seniors | Trust, a fee they can understand, and planning for retirement and the next generation |
For a practice or a business owner, the first conversation is often about their own money, and the company retirement plan follows once trust is there. The outside CPA is a frequent door in.
For a pension or institution, the board or committee decides, usually after a formal review of several advisors. Independence and a fiduciary standard carry real weight here.
For families and seniors, the decision is personal and slow. Referrals from attorneys, accountants and existing clients do much of the work.
The people who usually sign at the groups above, one a company. Work emails and phone numbers checked on Oct 14, 2026.
| Name | Role | Company | Where | Phone | |
|---|---|---|---|---|---|
| Thomas Tona | Founder & Owner | TonaLaw | Islip, NY | tt@tonalaw.com | +1 631 255 5982 |
| Shimi Jacobovits | Principal Owner | Censible Marketing | New York | sj@censiblemarketing.com | +1 732 567 4726 |
| Dr. Miguel Cunha | Owner/Foot & Ankle Surgeon | GOTHAM FOOTCARE | New York | drc@gothamfootcare.com | +1 212 921 7900 |
| Joseph G. Dell | Managing Partner | Dell & Dean, PLLC | Garden City, NY | jdell@d2triallaw.com | +1 516 732 0802 |
| Marc René Deschenaux | Co-Founder & Managing Partner | Deschenaux Barber & Partners, LLP | New York | marc@deschenaux.com | +1 561 827 1180 |
| David L. Hecht | Founder and Co-Managing Partner | Hecht Partners LLP | New York | dhecht@hechtpartners.com | +1 212 851 6821 |
| Jessie Williams | Managing Partner | jmWilliams CPA, LLP | New York | jessie@jmwilliamscpa.com | +1 305 431 9300 |
| Jacqueline Harounian | Managing Partner | Wisselman Harounian Family Law | Carle Place, NY | jackie@lawjaw.com | +1 516 884 7333 |
| Sean Timmons | Managing Partner | Tully Rinckey PLLC | Houston, TX | stimmons@tullylegal.com | +1 281 788 2261 |
| Eric Postow | Managing Partner-Chief Strategy Officer | Holon Law Partners | Annandale, VA | epostow@holonlaw.com | +1 240 418 0513 |
Built from public federal registries and the company's own website, counts banded deliberately.
If a walk-through is useful, pick a time at cal.com/ecg.
Prepared by Ben Beattie, ben@enquirerconsulting.com.