Scott Ehrig, CFP, CIMA

Experience

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  JPMorgan

  Jan 1997 - Feb 2003

  Portfolio Manager
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  First Commonwealth Trust Co.

  Feb 2003 - May 2005

  Senior Vice President & Chief Investment Officer
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  Wilmington Trust

  May 2005 - Aug 2016

  Managing Director / Investment Advisory

  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

  May 2005 - Jun 2011

  Vice President & State Investment Manager (PA)
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  FMA Advisory Inc.

  Aug 2016 - Oct 2020

  Co-Chief Investment Officer

  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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  F&M Trust

  Oct 2020 - now

  Senior Vice President / Chief Wealth Management Officer

  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. Show less