Richard is a Client Service Associate at Conrad Siegel. In this role, he helps generate and review reports for the firm’s wealth management clients. He also maintains client documents and conducts account level tasks including trading, systematic, and dividend reinvestment updates.
Richard obtained his Associate’s Degree in Business Administration from HACC. He then went on to obtain a Bachelor’s Degree in Finance and an MBA Degree from Duquesne University. His past work and internship experiences with Client Relations helped prepare him for this role on our team.
When he’s not working, Richard stays busy by spending time with family, golfing, skiing, and playing with his 3 dogs and 3 cats.