Dennis Konrady

Dennis Konrady is a Principal and Wealth Manager at Sapient Private Wealth Management, LLC, a boutique registered investment advisor headquartered in Eugene, Oregon. The firm manages roughly $1.4 billion in client assets, employs around 14 people, and serves 600-plus individual investors and small institutions. Sapient is affiliated with Focus Financial Partners (now Focus Partners), a national partnership of independent wealth-management firms, and is co-led by industry veterans including Greg Erwin and Dennis Konrady.

Konrady earned a Bachelor of Science in Business Administration from the University of Oregon's Charles H. Lundquist College of Business (attended 1997–2000) and later completed a certificate program at Pepperdine University's Graziadio School of Business and Management. Before his finance career, he was a professional baseball player in the Cleveland Indians organization.

He began his financial-services career at Merrill Lynch (Merrill Lynch, Pierce, Fenner & Smith Inc.) in 2000, where he spent roughly 16 years as a Financial Advisor and Portfolio Investment Advisor specializing in proprietary equity strategies. In 2016 he left Merrill to help build Sapient Private Wealth Management. He holds the Series 66 registration and is a registered investment adviser representative in Oregon, with approximately 25 years of industry experience.

Outside of his practice, Konrady is active in the Eugene community and Christian nonprofit work: he has served as a Trustee of the Youth for Christ National Foundation, a board member of Lane County Youth for Christ, and a Board of Stewards member of the Relief Nursery.

• Konrady's role is discretionary wealth management, not venture/angel investing — he builds and oversees diversified public-market portfolios (equities, fixed income, and alternatives) for individuals, families, charitable organizations, and small institutions.
• At Merrill Lynch he specialized in proprietary equity strategies as a Portfolio Investment Advisor, indicating an active-management, security-selection orientation.
• He sits on Sapient's Investment Committee and Wealth Planning Committee, meaning his "yes/no" decisions concern asset allocation and financial-planning strategy for wealth clients rather than early-stage company bets.
• No publicly stated venture thesis, check size, or startup investment criteria could be verified from primary or secondary sources.