Sean Duffy Named Partner at Conrad Siegel 

Harrisburg, PA – July 1, 2025 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory consulting, has announced the appointment of Sean Duffy, QPFC, AIF®, as a partner at the firm.

As an Investment & Fiduciary Consultant, he provides consulting services for defined contribution retirement plans. His work focuses on collaborating with organizations to develop investment lineups, manage plan expenses, and reduce fiduciary liability.

In 2025, Duffy was recognized individually as a Top Retirement Plan Adviser by PLANADVISER. He also serves as a key leader on the team honored as a Top DC Advisor Team by the National Association of Plan Advisors (NAPA). As a whole, Conrad Siegel’s investment team manages over $9 billion in client assets (as of 6/30/2024).

“Since he started with Conrad Siegel, Sean has had a tremendous impact on our team and clients,” said Tara Mashack-Behney, Partner & President of Investment Advisory Services. “He’s become a true expert within the retirement plan and fiduciary oversight space, leading the charge on investment consulting for many of our newest clients. I’m excited to see how his leadership continues to make a difference for our team and the organizations we serve.”

In recent years, Duffy has played a central role in onboarding new investment consulting clients and led the development of the firm’s extensive fiduciary training program.

A part of the Conrad Siegel team since 2017, he has over 12 years of experience in the retirement plan and investment industry. He also holds top industry credentials, including the Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary® (AIF®) designations.

Duffy lives in Lebanon with his wife and two children. He is actively involved in his community, currently serving as President of the Lebanon Rotary and is a graduate of Leadership Harrisburg Area.

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. Award information and criteria can be found at conradsiegel.com/csia-disclosure.

Recognition from rating services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award. The PLANADVISER Top Retirement Plan Adviser recognition was received on 3/21/2025. The NAPA Top DC Advisor Team recognition was received on 3/26/2025. Full ranking and award criteria for all awards can be found at: https://conradsiegel.com/csia-disclosure/