Scott Ehrig, Cfp, Cima

Scott Ehrig, Cfp, Cima Email and Phone Number

Senior Vice President and Chief Wealth Management Officer @ F&M Trust
Harrisburg, PA, US
Scott Ehrig, Cfp, Cima's Location
Harrisburg, Pennsylvania, United States, United States
Scott Ehrig, Cfp, Cima's Contact Details

Scott Ehrig, Cfp, Cima personal email

n/a
About Scott Ehrig, Cfp, Cima

Scott Ehrig, Cfp, Cima is a Senior Vice President and Chief Wealth Management Officer at F&M Trust. He possess expertise in investment advisory, finance, portfolio management, investments, financial services and 15 more skills.

Scott Ehrig, Cfp, Cima's Current Company Details
F&M Trust

F&M Trust

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Senior Vice President and Chief Wealth Management Officer
Harrisburg, PA, US
Website:
fmtrust.bank
Employees:
270
Scott Ehrig, Cfp, Cima Work Experience Details
  • F&M Trust
    Senior Vice President And Chief Wealth Management Officer
    F&M Trust
    Harrisburg, Pa, Us
    View
  • F&M Trust
    Senior Vice President / Chief Wealth Management Officer
    F&M Trust Oct 2020 - Present
    Chambersburg, Pennsylvania, United States
    Responsible for leadership and executive management of F&M Trust's $1.3B fiduciary business, including trust, investment, estate settlement and operations functions and personnel. Supervising five department heads and 27 staff overall. Leading rapid AUM growth and expansion into new markets, as well as transformative modernization of technology stack, including successful rollout of advanced planning application (eMoney), Salesforce CRM (presently) and trust accounting system/platform. Led rebranding effort of trust department to Wealth Management, while concurrently elevating the depth and breadth of F&M Trust's fiduciary solution set.
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  • Fma Advisory Inc.
    Co-Chief Investment Officer
    Fma Advisory Inc. Aug 2016 - Oct 2020
    Harrisburg, Pennsylvania Area
    Co-Chief Investment Officer, responsible for creation and implementation of fiduciary investment discipline at local fee-only Registered Investment Advisory firm. Utilized advanced financial planning applications to model various scenarios for clients, helping them determine with greater confidence and precision the implications of investment and behavioral decisions on potential outcomes. Led re-branding and marketing efforts, writing most of the firm's outbound commentary and analysis.
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  • Wilmington Trust
    Managing Director / Investment Advisory
    Wilmington Trust May 2005 - Aug 2016
    Harrisburg, Pennsylvania
    Regional Investment Advisory Lead, responsible for implementation and oversight of Wilmington Trust's fiduciary portfolio management function in the central, northern and western regions of Pennsylvania, leading teams of investment advisors in several markets.Prior to M&T's acquisition of Wilmington Trust, served as Vice President and State Investment Manager for M&T's fiduciary portfolio management teams across the Commonwealth of Pennsylvania, including the metro Philadelphia market.
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  • M&T Bank / M&T Investment Group
    Vice President & State Investment Manager (Pa)
    M&T Bank / M&T Investment Group May 2005 - Jun 2011
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  • First Commonwealth Trust Co.
    Senior Vice President & Chief Investment Officer
    First Commonwealth Trust Co. Feb 2003 - May 2005
    View
  • Jpmorgan
    Portfolio Manager
    Jpmorgan 1997 - Feb 2003
    View

Scott Ehrig, Cfp, Cima Skills

Investment Advisory Finance Portfolio Management Investments Financial Services Equities Investment Strategies Banking Wealth Management Economics Investment Management Asset Management Securities Alternative Investments High Net Worth Individuals Capital Markets Management Relationship Management Asset Allocation Leadership

Scott Ehrig, Cfp, Cima Education Details

Frequently Asked Questions about Scott Ehrig, Cfp, Cima

What company does Scott Ehrig, Cfp, Cima work for?

Scott Ehrig, Cfp, Cima works for F&m Trust

What is Scott Ehrig, Cfp, Cima's role at the current company?

Scott Ehrig, Cfp, Cima's current role is Senior Vice President and Chief Wealth Management Officer.

What is Scott Ehrig, Cfp, Cima's email address?

Scott Ehrig, Cfp, Cima's email address is se****@****ory.com

What schools did Scott Ehrig, Cfp, Cima attend?

Scott Ehrig, Cfp, Cima attended University Of Rochester - William E. Simon Graduate School Of Business Administration, Virginia Polytechnic Institute And State University.

What are some of Scott Ehrig, Cfp, Cima's interests?

Scott Ehrig, Cfp, Cima has interest in Arts And Culture.

What skills is Scott Ehrig, Cfp, Cima known for?

Scott Ehrig, Cfp, Cima has skills like Investment Advisory, Finance, Portfolio Management, Investments, Financial Services, Equities, Investment Strategies, Banking, Wealth Management, Economics, Investment Management, Asset Management.

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