Jim leads Conrad Siegel’s business team in developing the rich client partnerships that have been Conrad Siegel’s hallmark for over 50 years. He offers 35 years of strategic experience with proficiency in aligning client organizational vision to custom-built investment, retirement and healthcare benefits plans that enable them to become leading community workplaces.
Prior to joining Conrad Siegel, Jim built an impressive track record of helping corporate and non-profit clients build vision-aligned solutions over 18 years in his roles as Sales Executive, Implementation Services Department Head, and Client Services Relationship Manager for industry leader Vanguard. Prior to Vanguard, Jim honed his expertise supporting institutional trust clients as Vice President for 9 years with PNC Bank. Jim touts additional experience in benefits administration, compliance, and ERISA law.
Jim has always been an advocate for the client first. His role with Conrad Siegel is a natural fit enabling him to build such client partnerships that have been the cornerstone of the firm’s success over the past half-century. As you might expect from a man as who prioritizes relationships above all else, Jim is family-first, but always makes time for travel, fitness, community and causes, admirably supporting community outreach initiatives for veteran service organization Wounded Warrior Project.