B.S., Business Administration, Washington and Jefferson College

Office Location

501 Corporate Circle
Harrisburg, PA 17110
(717) 652-5633

Bansari Patel

Investment Analyst

Bansari is an Investment Analyst at Conrad Siegel. Her responsibilities include preparing annual reviews, monitoring investment menus, and onboarding new clients through a seamless onboarding process. This process includes creating investment statements and contracts that outline our client’s goals and objectives. Each month you’ll find Bansari digging into the details of our recommended fund menus, keeping an eye out for any fund changes and aligning our menus with our philosophy and performance benchmarks.

Bansari has been in the financial industry since graduating from Washington and Jefferson College. She started her career as a Financial Advisor where she got her series 7 and series 66 exams and worked with clients on managing their finances. She brings a broad financial background to our firm that is invaluable to our team.

Outside of the office, you’re most likely to find Bansari spending quality time with her family or traveling to explore a new culture. She is very active and enjoys baking (finding it quite meditative), hiking, running, and the occasional hot yoga session.

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