Orrstown Financial Advisors Welcomes Matthew Alpert as Chief Wealth Officer

Orrstown Financial Advisors (ORRF) announced that Matthew Alpert joined as Executive Vice President, Chief Wealth Officer, effective January 5, 2026.

Rhea-AI Summary

Orrstown Financial Advisors (ORRF) announced that Matthew Alpert joined as Executive Vice President, Chief Wealth Officer, effective January 5, 2026. He will lead OFA’s wealth management and trust operations, focusing on strategic growth, trust administration, and estate planning.

Mr. Alpert previously held senior leadership roles at Wells Fargo, where he built and managed teams serving high-net-worth clients. Company executives said his team-building and client-first approach will support OFA’s efforts to expand capabilities and deliver personalized wealth and trust services.

Positive

• Appointment effective January 5, 2026
• Leadership role to head wealth management and trust operations
• Experience from senior roles at Wells Fargo in high-net-worth services

Negative

• None.

Argus Jan 7 session

-0.37% close to close Open Argus

Details

News Market Reaction – ORRF

On Jan 7, the first trading day after this news, ORRF closed 0.37% below the previous close.

Data tracked by StockTitan Argus for the Jan 7 session.

Market Context

This announcement adds an experienced Chief Wealth Officer to Orrstown’s wealth management and trust...

Analysis

This announcement adds an experienced Chief Wealth Officer to Orrstown’s wealth management and trust platform, following a year marked by solid earnings, dividend growth, and capital management actions in 2025. It continues a pattern of incremental leadership and strategic updates rather than transformational events. Investors may watch upcoming results for evidence of growth in fee-based wealth revenues, integration with existing trust operations, and any changes in overall profitability metrics.

Historical Context

5 past events · Latest: Nov 12

5 events

1. Nov 12

   Leadership hire

   24h Move

   -0.3%

   New C&I team leader appointed for York and Adams County markets.

2. Oct 21

   Quarterly earnings

   24h Move

   +0.2%

   Q3 2025 results with higher net income, EPS and loan growth.

3. Oct 15

   Earnings scheduling

   24h Move

   -4.2%

   Announced Q3 2025 earnings release date and conference call details.

4. Jul 22

   Earnings & dividend

   24h Move

   +7.7%

   Strong Q2 2025 earnings, dividend increase and repurchase authorization.

5. Jul 15

   Earnings scheduling

   24h Move

   +0.8%

   Set Q2 2025 earnings release date and investor call logistics.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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HARRISBURG, Pa., Jan. 06, 2026 (GLOBE NEWSWIRE) -- Orrstown Financial Advisors (OFA), a division of Orrstown Bank, is pleased to announce that Matthew Alpert joined the firm as Executive Vice President, Chief Wealth Officer, effective January 5, 2026. In this role, Mr. Alpert will lead OFA’s wealth management and trust operations, driving strategic growth and delivering exceptional wealth services to clients.

Mr. Alpert brings extensive experience in wealth management, having previously served in senior leadership roles at Wells Fargo, where he focused on building, managing, and developing high-performing teams dedicated to providing comprehensive financial solutions to high-net-worth individuals and families. His proven ability to cultivate talent and strengthen wealth management, trust administration, and estate planning services will further enhance OFA’s commitment to helping clients achieve their financial goals.

“We are thrilled to welcome Matt to our leadership team,” said Adam Metz, Orrstown Bank’s Chief Operating Officer. “His proven track record in team leadership and client-first approach align perfectly with our mission to deliver personalized, high-quality financial advice and trust services. He will be instrumental in OFA’s continued growth.”

“I’m looking forward to working closely with Matt as we continue to expand our capabilities,” shared Philip Fague, Chief Trust Officer. “His experience in developing strong teams and fostering collaboration will be invaluable as we strive to provide exceptional service and guidance to our clients.”

“I am excited to be part of an organization like OFA that values integrity and puts its clients first,” Mr. Alpert said. “I am eager to begin working with the talented team at Orrstown Financial Advisors to build on its strong foundation and help clients navigate their financial futures.”

For more information about Orrstown Financial Advisors and its services, please visit www.orrstown.com.

About Orrstown Financial Advisors
Orrstown Financial Advisors is a division of Orrstown Bank, one of the largest independent community banks headquartered in central Pennsylvania. First established in 1919, Orrstown Bank has served generations of families and businesses throughout the area. Today Orrstown Financial Advisors oversees more than $3 billion in investments. Visit our website at www.orrstown.com to learn more.

For media inquiries or further information, please contact:

John Moss
SVP, Director of Marketing and Client Experience, Orrstown Bank
717-747-1520
jmoss@orrstown.com

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/b4662c5c-14d1-48df-8fad-05524536561b

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

Who is Matthew Alpert and what role did he take at Orrstown Financial Advisors (ORRF)?

Matthew Alpert was named Executive Vice President, Chief Wealth Officer at Orrstown Financial Advisors, effective January 5, 2026.

What responsibilities will Matthew Alpert have at ORRF (ORRF)?

He will lead OFA’s wealth management and trust operations, including trust administration and estate planning.

How does Matthew Alpert’s background support his role at Orrstown (ORRF)?

He previously held senior leadership roles at Wells Fargo, focusing on building teams and serving high-net-worth clients.

When did Orrstown announce Matthew Alpert’s hire for the Chief Wealth Officer position (ORRF)?

The hire was announced with an effective start date of January 5, 2026.

What should investors expect from ORRF after this management change?

Company leaders said the hire aims to strengthen wealth and trust services and support OFA’s strategic growth.

Where can I find more information about Orrstown Financial Advisors and its services (ORRF)?

More information is available on the company website at www.orrstown.com.