Cory Siegfried in

Cory Siegfried

Enthusiast · DISC type i
Chief Client Officer at RISR
📍 Wayne, Pennsylvania, United States

Cory Siegfried is the Co-Founder and Chief Client Officer at RISR, a software company enhancing relationships between financial firms and business owners. His experience includes roles at Envestnet and Apprise Labs, and he holds an MBA from Villanova University. Colleagues describe him as driven, confident, and humble.

Cory has a background in competitive sports, having been a captain of the varsity lacrosse team during his time at the University of Virginia. This experience in a high-performance team environment likely informs his professional leadership style and focus on collaborative success.

Unique fact: Cory was a Division I collegiate athlete, serving as a captain for the University of Virginia mens lacrosse team.

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Experience
10 Years
Current Role
Chief Client Officer
Job Level
Leadership
Location
Wayne, Pennsylvania, United States
Personality Overview

How Cory shows up

Non-Confrontational
Optimistic
Amiable & Agreeable

They agree with others often, so exercise caution when relying on their word. They are more about building relationships than just cutting deals. Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Cory cares about

Advisory Technology
As a co-founder of RISR, he is focused on building software solutions that empower financial advisors to better serve their clients.
Business Owner Planning
His work at RISR centers on helping advisors assist business owners with exit planning and creating lasting financial legacies.
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Career

Work history

7-2025
Chief Client Officer
RISR
2-2024 - 7-2025
Chief Operations Officer
RISR
4-2022 - 1-2024
Senior Business Operations Analyst
Envestnet, Inc
4-2021 - 3-2022
Wealth Solutions
Envestnet, Inc
9-2019 - 3-2021
Sales VP
Apprise Labs, LLC
In the press

Media appearances

RISR Marks Successful Launch With Capital Raise and Early Momentum. Featured in Business Wire
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Education
2008 - 2012
BS
University of Virginia
2012 - 2014
Master of Business Administration (MBA)
Villanova University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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