Matthew D. Alpert
Executive Vice President, Chief Wealth Officer
- Role
- Executive Vice President, Chief Wealth Officer at Orrstown Bank
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Matthew D. Alpert
With 35 years of experience in the financial services industry, I am currently the Executive Vice President and Chief Wealth Officer at Orrstown Bank. My role focuses on driving the overall strategy, growth, and performance of the bank\'s wealth management and trust Division, including brokerage, advisory, trust administration, investments, and financial and estate planning services. My career has been dedicated to leadership, relationship management, and driving growth strategies. Motivated by the opportunity to support teams and empower professionals, I strive to create impactful financial outcomes for clients and foster sustainable growth within organizations. At Orrstown Bank, I aim to deliver exceptional value through a collaborative and client-focused approach.
Experience
Executive Vice President, Chief Wealth Officer
Jan 2026 — Present · Towson, MD, US
Responsible for leading the overall strategy, growth and performance of the bank\'s wealth management and trust Division - encompassing brokerage, advisory, trust administration and investments, financial and estate planning services.
Education
University of Richmond - Robins School of Business
Bachelor of Science in Business Administration - BSBA, Finance & Marketing
1988 — 1992
University of Pennsylvania – Wharton School of Business, Philadelphia, PA
Graduate of Securities Industry Institute’s Premier Executive Development Program
2000 — 2003
Georgetown University – School of Continuing Studies, Washington DC
Corporate Executive Leadership Program
2012 — 2013
Skills
- Leadership
- High Performance Teams
- Financial Planning
- Strategic Planning
- Relationship Management
- Series 63
- Securities
- Portfolio Management
- Building Organizational Capability
- Leading Change
- Wealth Management
- Sales Management
- Financial Services
- Strategy Execution
- Performance Transformation
- Management
- Vision Creation
- Turnaround Experience
- Cultural Change Initiatives
- Investment Strategies
- Series 65
- Performance Consulting
- Asset Allocation
- Mutual Funds
- Risk Management
- Retirement Planning
- Collaborative Leadership
- Coaching
- Recruiting
- Sales
- Series 7
- Series 24
- Investments
- Investment Advisory
- 401k
- Leadership Development Coaching
- Leading Transformational Change
- Organizational Effectiveness
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