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Conrad Siegel Investment Consultant Catherine Azeles Honored On Central Penn Business Journal’s Forty Under 40 List
Catherine Azeles, Investment Consultant at Conrad Siegel has been named to the Central Penn Business Journal’s 2020 Forty Under 40 List. The Central Penn Business Journal annually highlights the top forty local business leaders under 40 for their commitment to professional excellence, business growth and community service. At Conrad Siegel, Azeles is committed to helping…
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Conrad Siegel Expands Leadership Team, Names Four New Partners
Harrisburg, PA – July 29, 2020 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, today announced that Trevor Bare, FSA, David Lytle, FSA, CFA®, James Pyne, and Ashley Wise, FSA, CERA, have been appointed partners at the firm. Bare, a consulting actuary, began his career at Conrad Siegel in 2006 as an…
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Conrad Siegel Named to the CNBC FA 100
National list celebrates forward-thinking advisory firms Harrisburg, PA – November 5, 2019 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has been named to the CNBC FA 100, which ranks the top 100 financial advisory firms in the country. The CNBC FA 100 recognizes firms that continue to uncover new and better…
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Conrad Siegel Launches Financial Wellness Program
Personalized Online Tools Empower Plan Participants to Find Financial Balance Harrisburg, PA – April 9, 2019 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has launched a Financial Wellness Program, a series of interactive, online educational tools designed to help plan participants get their finances in shape. Conrad Siegel’s Financial Wellness Program…
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Conrad Siegel Makes Financial Advisor Magazine’s List of Top RIA Firms Nationwide
Harrisburg-based Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Harrisburg, PA – August 31, 2018 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total…
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Conrad Siegel Partner Jon Sapochak Honored On Central Penn Business Journal’s Forty Under 40 List
Sapochak Recognized by CPBJ For Leadership on Conrad Siegel’s Health & Welfare Line of Business Jon Sapochak, Partner and Consulting Actuary with Conrad Siegel, which delivers comprehensive employee benefits and investment advisory services, has been named to the Central Penn Business Journal’s 2018 Forty Under 40 List. The Central Penn Business Journal annually highlights the…
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Conrad Siegel Brings on Two New Investment Consultants
Central Pa. Firm Welcomes New Consultants to Support Continued Growth Harrisburg, PA – June 20, 2018 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently hired two investment consultants, Catherine Azeles, CFP® and Bridget Casher. The new hires have been brought on during a period of significant growth, with Conrad Siegel recently…
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Conrad Siegel Founder Awarded Honorary LVC Doctorate
Employee Benefit and Investment Advisory Firm Founder Conrad Siegel Receives Doctorate from Lebanon Valley College Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, congratulates founder Conrad (Connie) Siegel on his honorary doctorate from Lebanon Valley College. Lebanon Valley College grants honorary degrees to those who have made exceptional contributions to society and whose…
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Conrad Siegel’s Your Retirement Bridge Program Wins National Pensions & Investments Award
Firm Recognized for Ongoing Investment Education Efforts at Annual Defined Contribution Conference Harrisburg, PA – March 20, 2018 – Conrad Siegel, delivering comprehensive employee benefit and investment advisory services, was recently recognized for its Your Retirement Bridge program at the annual Pensions & Investments Eddy Awards, taking home the top award in the Ongoing Investment…
