Monica Balafoutas, CFA, CTFA
Login to view DISC.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.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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