Tara Mashack-Behney Named to Central Penn Business Journal’s Inaugural Circle of Excellence
Tara Mashack-Behney, Partner and President of Investment Advisory Services at Conrad Siegel, has been named to the Central Penn Business Journal’s inaugural Circle of Excellenceclass, recognizing the most distinguished women business leaders in the region.
The Central Penn Business Journal’s Circle of Excellencebuilds on the Women of Influenceawards program, honoring women in business who are at the pinnacle of their careers and have demonstrated sustained leadership and innovation in their respective industries and communities.
As president of Conrad Siegel’s Investment Advisory Services, founded in 2002, Mashack-Behney has led the firm to achieve significant growth, achieving more than $5 billion in assets under management in just over fifteen years.She continues to drive the development of new services to improve the financial advisory industry, including the award-winningYour Retirement Bridge Program.She has also emerged as a thought leader and advocate for financial wellness, leading Conrad Siegel to develop its Financial Wellness Program, a series of online, interactive educational toolsfor employers to empower employees to take control of their finances.
“It comes as no surprise to me or anyone here at Conrad Siegel that Tara would be recognized among this incredible group of women,” said Mark Bonsall, Partner and President of Conrad Siegel. “She has had an invaluable impact on our firm, our team, and our clients, and is a true example of leadership — constantly learning, driving new ideas, and encouraging everyone around her to be at the top of their field.”
In addition to being an industry innovator, Mashack-Behney has served as a mentor to other women in finance, raising up a strong team of advisors at Conrad Siegel. She is also actively involved in the local community and is a graduate of Leadership Harrisburg.
Mashack-Behney, along with 11 other women, will be inducted into the Circle of Excellence on June 24 at the Central Penn Business Journal’s annual women in business celebration at the Harrisburg Hilton, 1 North 2nd Street in Harrisburg.
For more information about Tara Mashack-Behney and Conrad Siegel’s investment advisory services, please visit https://conradsiegel.com/investment-advisory/.
About Conrad Siegel
Conrad Siegel is an employee benefit and investment advisory firm headquartered in Harrisburg, Pa. that provides customized retirement, healthcare benefit and investment planning solutions for businesses and individuals. The firm offers independent, fee-based services backed by careful attention to detail. Its investment advisers are independent of any financial institution and do not receive commissions, positioning them to make recommendations in their clients’ best interests. Conrad Siegel partners with its clients to serve as a comprehensive source for all employee benefit and investment advisory needs. For more information, please visithttps://www.conradsiegel.com/.
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. Registration of an investment adviser does not imply any level of skill or training. 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 advisers 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.
Abel Communications for Conrad Siegel
Phone: (443) 961-2643