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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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Our WEALTH MANAGEMENT Solutions

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Insights

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

The major news headline this week was the July payroll report. Nonfarm payrolls jumped 528,000, and the unemployment rate dropped to 3.5%. With positive revisions to May and June, job growth has averaged a very robust 437,000 over the last three months. Wage rates grew 5.2% year-over-year . The July employment numbers suggest that corporations continue to hire, and the U.S. economy is not yet in a recession despite two consecutive quarters of negative GDP prints.
Will my mother’s life insurance policy cause a Medicaid penalty?
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

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DANIEL J. LEARY III

Managing Principal, Chief Fiduciary Officer

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