As a Client Service Associate at Conrad Siegel, Aldo is committed to supporting our advisors with generating and reviewing reports for our clients. With a background in finance, Aldo brings both technical experience and a client-first approach to every interaction. In this role, Aldo focuses on ensuring accuracy in day-to-day operations. He helps conduct trades, systematics, and dividend reinvestment updates.
Prior to Conrad Siegel, he gained experience as the CFO of The Student Managed Fund at York College of Pennsylvania and through an internship with the Pennsylvania Insurance Department. These opportunities provided him with exposure to financial analysis, regulatory practice, and the importance of maintaining trust in every client relationship.
Passionate about continuous learning and improvement, Aldo enjoys reading, working out, and playing video games outside of the office. As an avid Formula 1 fan, Aldo finds inspiration in the sport’s mix of precision, strategy, and teamwork, which also directly translates to his role on our team.