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WITH Trust & Integrity

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.

Important Coronavirus Updates

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All Peapack-Gladstone Bank branch locations
are open with fully operational drive-up services.
Lobbies remain closed; however,
clients who need assistance are encouraged to contact their
Wealth Advisor or request an appointment here.

Our Solutions

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Insights

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

The election is only 11 days away. Many investors understand that potentially we could see a fundamental shift in direction regarding our economy, points of regulatory emphasis, and tax policy. 
Will my mother’s life insurance policy cause a Medicaid penalty?
What happens to Medicare premiums after I get a gift?

Our 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

President, Point View Wealth Management

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diahann w. lassus

President, Lassus Wherley

Peter Lewis headshot

PETER J. LEWIS

President, Murphy Capital Management

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Clare e. wherley

Chief Executive Officer, Lassus Wherley