Matthew Kelman

Vice President / Institutional Trust Fiduciary Manager at Exchange Bank

Matthew Kelman has extensive experience in the financial industry, starting with their role as a Pension Administrator at Karr Barth Pension Administration from April 2001 to July 2004. Matthew then worked as an Operations Manager at Valley Forge Asset Management from July 2004 to August 2006. In November 2007, they joined Exchange Bank as a Vice President & Retirement Plan Fiduciary Manager, a role they held until January 2012. From that point on, they served as a Vice President / Institutional Trust Fiduciary Manager at the same company.

Matthew Kelman holds a Bachelor of Arts degree in Business Logistics from Penn State University. Matthew has also obtained certifications as an Accredited Investment Fiduciary from Fi360, a Broadridge company and as a Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals and Actuaries.

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Timeline

  • Vice President / Institutional Trust Fiduciary Manager

    January, 2012 - present

  • Vice President & Retirement Plan Fiduciary Manager

    November, 2007