Matthew Orta

Background

About Matthew Orta

As a finance professional with a Master of Science in Finance from the University of Miami Herbert Business School, I bring a strong foundation in financial strategy, client relationship management, and capital markets. My experience spans private banking, investor outreach, accounting, and real estate — all of which have sharpened my ability to analyze complex financial information and deliver tailored solutions in high-stakes environments. In my current role as a Private Client Specialist at U.S. Century Bank, I work directly with high-net-worth clients to advise on personalized banking and lending solutions, while coordinating with internal teams to ensure strategic, compliant execution. Previously, I supported fundraising efforts for private equity and private credit funds as a Private Capital Associate at Ballard Global, gaining hands-on exposure to alternative investment vehicles and institutional capital raising. With a background that also includes accounting, property operations, and sales, I’ve developed the financial fluency, attention to detail, and communication skills essential for driving results across diverse industries.