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
General Business & ManagementView LinkedIn profile

Experience

  1. Partner & President of Investment Advisory Services

    Conrad Siegel

    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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Tara Mashack-Behney — Partner & President of Investment Advisory Services at Conrad Siegel in Harrisburg, PA, US | Unifers