About Us

Team: Harvest Oak Capital

Harvest Oak Capital, LLC was established to provide investment management services to high net worth individuals, family offices, foundations and institutional investors whose primary objective is to preserve and enhance capital.  Harvest Oak Capital uses Fidelity Institutional Wealth Services as its primary resource for custody, performance reporting and portfolio brokerage services.  Fidelity has over $695 billion in assets on behalf of more than 3,200 clients, as of September 30, 2013.

conrad_1334Michael V. Conrad is the President and Managing Partner at Harvest Oak Capital, LLC. Mike has been in the financial services profession for many years including tenures as a Director at Deutsche Bank and as a Senior Vice President/Private Wealth Advisor at SunTrust Investment Services – Alexander Key Division. Mike has had extensive experience with private clients, including many business owners who have sold successful companies. In addition, Mike has experience with institutional investors and ERISA consulting, both with defined benefit and defined contribution plans. He has also worked with Kidder Peabody as Director of Executive Planning. Prior to Kidder Peabody, Mike was First Vice President with American Express/Robinson-Humphrey Company and a broker with Merrill Lynch. Mike graduated with honors from The University of Florida and started his professional career in bank with the First National Bank of Atlanta.

Headshot Cara StevensCara G. Stevens is a Partner and Vice President with Harvest Oak Capital, LLC.   Cara began her career in financial services working with Mike Conrad in the Private Client Services division of Deutsche Bank Alex.Brown in 2000, and she was an Investment Officer with The Conrad Group at SunTrust Investment Services, Alexander Key Division for six years.  Cara graduated from Georgia Southern University in 2000 with degrees in International Trade and German Language.
Lily Hsieh - HeadshotLily M. Hsieh is a Vice President with Harvest Oak Capital, LLC. Lily has been in the financial services industry for over ten years including three years as an Investment Associate with the Conrad Group at SunTrust Investment Services, Alexander Key Division. Prior to joining the Conrad Group, she worked with SunTrust Bank. Lily received her Bachelors of Business Administration from Georgia State University in 2003.