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Private Wealth Management

Private Wealth Management

Our Private Wealth Management Division offers fully comprehensive financial, tax and investment advice. With a focus on cash flow, debt management, income and estate taxes, insurance and investments, we help families set and achieve their goals by developing a concise set of recommendations, designed specifically for them.

  • Wealth Preservation and Transfer Strategies
  • Retirement, Cash Flow, Tax and Investment Advisory Services
  • Discretionary Investment Management
  • Escrow Services
  • Custody Services
  • Trust and Fiduciary Services
    • Revocable Trusts
    • Irrevocable Trusts
    • Trust Under Will (Testamentary Trusts)
    • Generation Skipping Trusts
    • Special Needs Trusts
    • Charitable Trusts
    • Grantor Retained Annuity Trusts
    • Agent for Trustee Administration
  • Estate Settlement Solutions as Executor, Co-Executor or Agent for Executor
  • Through PGB Trust & Investments of Delaware: 
    • Directed Trusts
    • Spendthrift Trusts
    • Lawful Tax-Advantaged Trusts
    • Dynasty Trusts
    • Total Return Trusts
  • Tax Services:
    • Personal Income Tax Preparation
    • Federal and State Returns
    • Tax Planning
    • Fiduciary Accounting
  • Mortgage Lending and Banking Solutions
    • Primary Residences, Secondary Residences and Investment Properties
    • Lines of Credit Secured by Marketable Securities
    • Structured Credit Accommodations
    • Treasury Management Solutions
    • Private Banking Checking Accounts
    • Private Banking Credit Cards

Peapack Global Advisory Platform

Through a strategic alliance with Callan Associates Inc., one of the largest independently-owned investment consulting firms that supports institutional investors with over $2 trillion in assets, and Natixis Managed Portfolio Advisors, a highly regarded overlay manager, we provide access to best in class third-party investment managers, research, asset allocation, tax loss harvesting and performance reporting.

  • Analyze Current Positions 
  • Design Optimal Portfolios
  • Formalize Investment Policies
  • Monitor and Supervise Managers and Overall Investment Performance

Institutional Private Banking

In addition to working with individual clients and families to help them define and achieve their goals and objectives, Peapack-Gladstone Bank also provides institutional advice and service to Endowments, Foundations, Pension Plan Sponsors, Labor Unions, Churches, Synagogues, Hospitals, Cemeteries and other Not-For-Profit and Eleemosynary organizations.

Our value-add in this middle market is working with plan committees by defining goals, crafting Investment Policy Statements, offering advice on asset allocation, reviewing benchmarks and rebalancing accounts.

Within our institutional division, we focus on organizations that are largely underserved by the larger banks and asset managers – those entities with assets ranging between $1 Million to $50 Million. PGB services these organizations by providing:

  • Asset Management with Traditional Stock and Bond Portfolios
  • Short Term Money Management Accounts
  • Treasury Deposit Services
  • Custodial and Safekeeping Services

Our proprietary, solution-based asset management advice offers core equity management with a value tilt along with quality government and corporate fixed income investments with intermediate maturities. These portfolios are customized in separate accounts for clients.

We provide open architecture investment solutions to our institutional clients and are able to provide additional diversification and mitigate risk in client portfolios through our access to comprehensive research, analytical tools and databases that help us construct investment solutions using best in class, third-party investment managers across the full spectrum of traditional and alternative asset classes.

Private Wealth Management Leadership

John P. Babcock 
Senior Executive Vice President, President of Peapack Private

John Creamer 
Senior Managing Director, Chief Investment Officer

Daniel J. Leary, III 
Senior Managing Director, Chief Fiduciary Officer

Joseph Serzan 
Senior Managing Director, Institutional Private Banking

All Banking Should Be Private Banking.