Matthew Alpert Email & Phone Number
Executive Vice President, Chief Wealth Officer @ Orrstown Bank
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Matthew Alpert Location
- Washington, DC, US
Matthew Alpert Work
- Executive Vice President, Chief Wealth Officer @ (January 2026 - Present)
- Executive Director - Senior Complex Director - MD and DE @ (January 2025 - January 2026)
- Executive Director - Senior Area Manager @ (September 2016 - January 2025)
- Director of Practice Solutions @ MetLife Premier Client Group - Mid Atlantic (August 2015 - September 2016)
- Regional Sales Director @ (February 2005 - August 2015)
- Financial Advisor and Regional Manager @ (May 1992 - October 2004)
Matthew Alpert Education
- Georgetown University – School of Continuing Studies, Washington DC
Corporate Executive Leadership Program
2012-2013 - University of Pennsylvania – Wharton School of Business, Philadelphia, PA
Graduate of Securities Industry Institute’s Premier Executive Development Program
2000-2003 - University of Richmond - Robins School of Business
Bachelor of Science in Business Administration - BSBA (Finance & Marketing)
1988-1992
Matthew Alpert Skills
- 401k
- Asset Allocation
- Coaching
- Collaborative Leadership
- Financial Services
- Investment Strategies
- Investments
- Leadership
- Mutual Funds
- Organizational Leadership
- Relationship Management
- Retirement Planning
- Risk Management
- Securities
- Leading transformational change
- Series 63
- Turnaround Experience
- Performance Consulting
- Building Organizational
- Performance
- Sales
- Financial Planning
- High Performance Teams
- Portfolio Management
- Leading
- Cultural Change
- Strategic Planning
- Investment Advisory
- Leading Change
- Organizational Effectiveness
- Wealth Management
- Sales Management
- Cultural Change Initiatives
- Leadership Development
- Series 24
- Leadership Development Coaching
- Building Organizational Capability
- Management
- Vision Creation
- Strategic Financial
- Performance Transformation
- Strategy Execution
- Series 65
- Organizational
- Recruiting
- Series 7
Matthew Alpert Summary
- Matthew Alpert, based in Washington, DC, US, is currently a Executive Vice President, Chief Wealth Officer at Orrstown Bank. Matthew Alpert brings experience from previous roles at Wells Fargo Advisors, MetLife Premier Client Group - Mid Atlantic and TD Ameritrade. Matthew Alpert holds a 2012 - 2013 Corporate Executive Leadership Program @ Georgetown University – School of Continuing Studies, Washington DC. With a robust skill set that includes 401k, Asset Allocation, Coaching, Collaborative Leadership, Financial Services and more. Matthew Alpert has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Orrstown Bank Employees
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Harrisburg, PA, US
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Andrew Johnson
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Art Rathell
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Tom Quinn
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Zachary Khuri
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Todd Gelbaugh
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Casara Kieffer
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