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WITH INTEGRITY & TRUST

Our wealth management division, Peapack Private, provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. We help our clients set and achieve their goals by developing solutions specifically designed and implemented for them.

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Peapack Private believes clients can best realize their goals and objectives through the creation of a complete and comprehensive financial plan.  Discover what makes our approach to financial planning special and why our clients have trusted us to help build their legacy for over 100 years.

 


Our WEALTH MANAGEMENT Solutions

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Insights

See what caught our eye this week and get our view on these topics.

Following last week's elevated CPI and PPI readings, all eyes turned to the
Fed as they increased the Fed Funds Rate by 25 basis points to 4.75%‐5.00%. According to Chairman Powell, additional rate hikes may be necessary but recognized that credit conditions have tightened as a result of the ongoing developments in the banking industry. We also received information on where the Fed sees rates going in the future via their dot plot forecast. The median dot plot forecast for December 2023 is in line with the previous forecast at 5.1%. 


What happens to Medicare premiums after I get a gift?

Our wealth management Leadership

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john P. babcock

President

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thomas j. ross, jr.

President, Family Office Services Division

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david m. collum

Managing Principal, Chief Operating Officer

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John e. creamer

Managing Principal, Chief Investment Officer

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Jeffrey FISHER

Managing Principal, Head of Investment Strategy

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james e. kearney

Managing Principal, Head of Wealth Management



David G. Dietze

Managing Principal, Senior Portfolio Strategist

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diahann w. lassus

Managing Principal

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PETER J. LEWIS

Managing Principal, Regional Investment Head

Claire E. Toth

Managing Principal, Head of Wealth Planning

Nicole Bonanno

Senior Managing Director, Director of Client Service

amy long

Senior Managing Director, Chief Administrative Officer