Firm News

Fred Gard Named Partner at Conrad Siegel

Gard, a Consulting Actuary, works within the firm’s Health & Welfare division that provides consulting services for employers’ health benefit plans.
Read More
Conrad Siegel Named to List of Nation’s Top DC Advisor Teams in 2024

Conrad Siegel has been named to the 2024 National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million. The firm’s DC Investment operations are based out of Harrisburg, PA and manages over $7 billion in assets (as of 12/31/2023) for…
Read More
Conrad Siegel’s Tara Mashack-Behney Named 2024 Top Retirement Plan Advisers

Tara Mashack-Behney, CFP®, ChFC®, President of Investment Advisory Services at Conrad Siegel has been named to the 2024 PLANADVISER Top Retirement Plan Advisers list. This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or…
Read More
Conrad Siegel Named by Forbes as One of “America’s Top RIA Firms” in 2023

Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the second annual “Top RIA Firms in America” list by Forbes. The list was developed by Forbes and SHOOK Research using an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person interviews, and quantitative data. …
Read More
Conrad Siegel Makes List of Top RIA Firms in 2023

Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Conrad Siegel has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of more than 500 firms that participated…
Read More
CNBC Ranks Conrad Siegel Top-Rated Financial Advisor In 2023

National list recognizes advisory firms that best help clients navigate their financial lives. Harrisburg, PA – September 13, 2023 – Conrad Siegel, delivering comprehensive investment and wealth management consulting services, has been named to the CNBC FA 100, which ranks the top 100 financial advisory firms across the country. After coming in at #70 in…
Read More
Catherine Azeles Named Partner at Conrad Siegel

Harrisburg, PA – July 10, 2023 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently announced that Catherine Azeles, CFP®, RICP®, CDFA® has been appointed a partner at the firm. Azeles, an investment consultant, works within the firm’s Wealth Management division – the organization’s fastest growing line of business. She has worked…
Read More
Conrad Siegel Among Nation’s Top DC Advisor Teams in 2022

Conrad Siegel was named to the National Association of Plan Advisors’ (NAPA’s) list of the nation’s top defined contribution (DC) Advisor Teams on March 17th, 2023. Conrad Siegel’s DC operations are based out of its headquarters in Harrisburg, PA. The firm made the list because of the $6+ billion in assets that it manages (as…
Read More
Forbes Names Conrad Siegel One of America’s Top RIA Firms

Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to Forbes inaugural list of Top RIA Firms in America. The list was developed by Forbes and SHOOK Research using an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person interviews, and quantitative data. The list…
Read More