Matthew Orta
Private Client Specialist @U.S. Century Bank
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WORK HISTORY
Private Client Specialist @U.S. Century Bank
Miami, FL, US
Serve as a dedicated relationship manager for a portfolio of high-net-worth clients, delivering tailored banking and financial solutions to support wealth preservation and growth• Advise clients on a broad range of products including high-yield accounts, personal and commercial lending, and investment-adjacent services• Partner with internal credit, underwriting, and compliance teams to structure customized solutions aligned with each client’s financial goals• Act as the primary point of contact for all financial servicing needs, ensuring white-glove execution and long-term client satisfaction
EDUCATION
Florida State University
Bachelor's degree
University of Miami Herbert Business School
Master's degree
ABOUT MATTHEW ORTA
As a finance professional with a Master of Science in Finance from the University of Miami Herbert Business School, I bring a strong foundation in financial strategy, client relationship management, and capital markets. My experience spans private banking, investor outreach, accounting, and real estate — all of which have sharpened my ability to analyze complex financial information and deliver tailored solutions in high-stakes environments. In my current role as a Private Client Specialist at U.S. Century Bank, I work directly with high-net-worth clients to advise on personalized banking and lending solutions, while coordinating with internal teams to ensure strategic, compliant execution. Previously, I supported fundraising efforts for private equity and private credit funds as a Private Capital Associate at Ballard Global, gaining hands-on exposure to alternative investment vehicles and institutional capital raising. With a background that also includes accounting, property operations, and sales, I’ve developed the financial fluency, attention to detail, and communication skills essential for driving results across diverse industries.
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