Monica Balafoutas, CFA, CTFA in

Monica Balafoutas, CFA, CTFA

Enthusiast · DISC type i
SVP - Director of Wealth & Trust Investments at Orrstown Bank
📍 Shippensburg, Pennsylvania, United States

Monica is a Senior Vice President and Director of Wealth & Trust Investments at Orrstown Bank. With over 15 years of banking experience, she is a CFA charterholder and Certified Trust and Financial Advisor (CTFA). She specializes in portfolio management, asset allocation, and alternative investments, and graduated from Shippensburg University of Pennsylvania.

She is a member of the Finance Advisory Council for the John L. Grove College of Business at her alma mater, Shippensburg University. In the past, she has been a featured speaker on the topic of navigating volatile markets.

Monica is interested in honing her skills to further assist clients with complex estate planning and tax management.

Read the full overview →
Experience
8 Years
Current Role
SVP - Director of Wealth & Trust Investments
Job Level
Leadership
Location
Shippensburg, Pennsylvania, United States
Personality Overview

How Monica shows up

Consensus Focused
Non-Confrontational
Amiable & Agreeable

They are more about building relationships than just cutting deals. Unlike D or C types, they are convinced more by stories and testimonials. They agree with others often, so exercise caution when relying on their word.

Priorities

Topics Monica cares about

Wealth & Trust Investments
As the Director at Orrstown Bank, she is responsible for leading the investment team and setting the overarching strategy for client wealth.
Portfolio Management
Her profile highlights this as a key skill, focusing on helping clients manage their wealth and achieve their financial goals.
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Career

Work history

6-2025
SVP - Director of Wealth & Trust Investments
Orrstown Bank
1-2022 - 6-2025
SVP Wealth & Trust Investment Manager
Orrstown Bank
1-2017 - 1-2022
Vice President, Portfolio Manager
Orrstown Bank
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2006 - 2010
Bachelor's of Science
Shippensburg University of Pennsylvania
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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CRESCITA
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