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 at Conrad Siegel since 2018 and has played a key role in the firm’s growth during that time.
Azeles specializes in comprehensive financial planning, investment management, and retirement planning for local families. She has quickly grown her client base and will now move into a leadership position that not only focuses on serving clients but also shaping the future vision of the firm.
“We are very proud to welcome Catherine as a partner,” said Tracy Burke, Partner and Investment Consultant at Conrad Siegel. “From a technical perspective, Catherine is as good as it gets. She brings a tremendous amount of investment and financial expertise to our team. What really sets her apart is her care and compassion. It shines through in everything Catherine does. She cares about our clients, our team, and our community which perfectly aligns with our firm’s mission – making her the perfect fit to join our leadership team.”
Locally, Azeles has volunteered and been recognized for her contributions in the community. She has served as the Chair of the Women’s Leadership Network Advisory Council with the United Way of the Capital Region along with currently serving as a Women of Distinction Committee Member for the Girl Scouts In The Heart of PA.
In 2021 she was named Woman of the Year by the Central PA Leukemia and Lymphoma Society for raising over $75,000 for childhood cancer research. Azeles has also been recognized by the Central Penn Business Journal as a Woman of Influence and Forty Under 40 recipient.
Along with her community involvement, Catherine is a wife to Matt and mom to Ella and Cam. Together they reside in Camp Hill, PA.
Most recently, Azeles has developed a specialty in educating and financial planning for women. She played a crucial role in a newly created newsletter and community called, “A Woman’s Purse-pective” which aims to offer women a friendly platform to address their frequently asked financial questions.
Azeles earned her Bachelor’s Degree from Shippensburg University and brings a robust set of credentials to the firm. She is a Certified Financial Planner™ Professional, the profession’s highest distinction, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst.
All investment advisory services are provided through Conrad Siegel Investment Advisors Inc., a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission serving as a fiduciary for its clients. Investing in securities involves the potential for gains and the risk of loss. Past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to Conrad Siegel Investment Advisors, Inc., or its investment advice, analysis or other advisory services. Our Assets Under Management presented as of March 31, 2022. Award information and criteria can be found at conradsiegel.com/csia-disclosure