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Expertise:
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- Specialist in investment consulting
- Works with private sector employers, tax-exempt organizations, associations and
foundations
- Proficient in mutual fund analysis, asset allocation, performance measurement, and
portfolio composition
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Firm Participation:
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- Joined Conrad Siegel Actuaries
in 2007
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Prior Experience:
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- Worked in a bank trust department, insurance company pension plan, the Pennsylvania
Public School Employees’ Retirement System as well as a financial consultant for
his own firm
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Educational background:
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- B.A. degree in business administration
Muhlenberg College
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Affiliations/activities:
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- Chartered Financial Analyst (CFA)
- Investment Adviser Representative of Conrad Siegel
Investment Advisors, Inc.
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