Tara Mashack-Behney
Partner & President of Investment Advisory Services
- Role
- Partner & President of Investment Advisory Services at Conrad Siegel
- Location
- Harrisburg, PA, US
- LinkedIn followers
- 500 followers
Experience
Partner & President of Investment Advisory Services
Sep 2002 — Present · Harrisburg, PA, US
Tara is a Partner & President of Investment Advisory Services. She specializes in investment consulting for all types of retirement plans including defined benefit pension plans, defined contribution retirement plans, and 403(b) plans. Tara works with private sector employers, tax-exempt organizations, large associations, and foundations, and is proficient in setting investment policy statement objectives and guidelines, investment selection, portfolio analysis and performance evaluation, monitoring and reporting, and employee education.
Education
Dickinson College
Economics
1989 — 1993
Skills
- Defined Benefi
- Fiduciary Services
- Retirement Plan Consulting
- Pensions
- Independent Investment Consulting
- Retirement Planning
- Defined Contribution
- Public Speaking
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