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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.

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Our Solutions

FINANCIAL PLANNING AND ADVICE

INVESTMENT MANAGEMENT

TRUST, ESTATE AND TAX SERVICES

PRIVATE BANKING

Insights

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

Over the last few weeks, global uncertainties, such as the U.K. elections and the December 15th deadline for additional Chinese tariffs, have been weighing on markets and have caused equity markets to be listless and the Treasury yield curve to flatten.

Worried about a recession? Don’t panic, say financial advisors, but do be prepared.

Getting ready to retire? Don’t make these 11 costly retirement planning mistakes.

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Our Leadership

john P. babcock

President, Peapack Private

thomas j. ross, jr.

President, Family Office Services Division

david m. collum

Chief Operating Officer, Peapack Private

John e. creamer

Chief Investment Officer, Peapack Private

David G. Dietze

President, Point View Wealth Management

Jeffrey FISHER

Chairman, Quadrant Capital Management

james e. kearney

President, Quadrant Capital Management

diahann w. lassus

President, Lassus Wherley

DANIEL J. LEARY III

Chief Fiduciary Officer, Peapack Private

PETER LEWIS

President, Murphy Capital Management

Clare e. wherley

Chief Executive Officer, Lassus Wherley