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 surpassing a milestone of $5 billion in assets under management.
Azeles specializes in helping individuals and families achieve their financial goals. She will work with clients to explore options in retirement planning, investment management, risk mitigation and more. Azeles brings 12 years of financial planning experience and most recently was a private advisor and vice president at BB&T Bank. She previously worked at PNC Wealth Management, Mass Mutual and Prudential Financial. She holds a Bachelor of Science in Business Administration from Shippensburg University.
Casher will concentrate on defined contribution plans, working to develop cost efficient solutions for both plan sponsors and participants. Casher joins Conrad Siegel with 16 years of wealth management and private banking experience, having previously worked for PNC Bank and BNY Mellon Wealth Management. She holds a Bachelor of Science in Business Management from Penn State University and an executive certificate in financial planning from Pepperdine University.
“As our team expands to support continued growth, we are committed to carrying on Conrad Siegel’s core values,” says Tara Mashack-Behney, Partner and President of Investment Advisory Services at Conrad Siegel. “Both Catherine and Bridget embody our commitment to provide transparent, objective advice to clients to help them find the right financial solutions. We’re very excited to welcome such outstanding consultants to our team.”
In the past year alone, Conrad Siegel has grown by over one billion in assets as a result of new client acquisition and the expansion of existing accounts. This growth at both a national and local level necessitates hiring qualified individuals to manage the demand for Conrad Siegel’s comprehensive services.
For more information on Conrad Siegel’s investment services, please visit https://conradsiegel.com/investment/.
All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. CSIA and its representatives are in compliance with the current notice filing registration requirements imposed upon investment advisors by those states in which CSIA maintains clients. CSIA may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by CSIA with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state that the client resides.