B.S., Finance, The Pennsylvania State University


Office Location

501 Corporate Circle
Harrisburg, PA 17110-0900
(717) 727-7502

Vince Desai

Client Service Associate


Vince works alongside our individual investment clients, serving as their day-to-day contact while partnering with them to understand their financial goals. A noted champion for superior customer service, Vince simplifies the customer experience, taking the burden off of the client as our team works to fully support each individual’s unique financial objectives.

With a strong financial background in hand, Vince used various internships and his Finance degree from Penn State to gain valuable experience that he has brought to our investment team. His client centric mindset began from his start at Conrad Siegel where he worked in the defined contribution department, assisting 401k participants with their plans. That experience gave Vince unique insight into retirement savings which he has now brought to working with families and their investments.

After focusing on creating a world-class experience for clients, Vince enjoys creating other memorable experiences with his friends and family. You can often find him traveling and experiencing new cultures around the globe. Once autumn rolls around, Vince enjoys shifting his travel to the stadiums of his favorite footballs teams, cheering them on throughout the season.

All People