A cocker spaniel dog looking off into the distance.

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.

Border made of white wood

Our WEALTH MANAGEMENT Solutions

Bank logo seal

Insights

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

It was a reasonably quiet start to the holiday-shortened week as investors balanced bullish and bearish narratives in anticipation of a busier week ahead of fourth-quarter earnings. A Bloomberg report noted that the European Central Bank (ECB) is considering a slowdown in rate hikes as soon as March, which added to the momentum for a potential slowdown in tightening by the Fed. Wednesday trading posted the worst day for the S&P 500 since December 15 as U.S. equities closed near the lows.

Peapack Private believes clients can best realize their goals and objectives through the creation of a complete and comprehensive financial plan.  We work with clients to incorporate a thorough analysis of their situation and the development of strategies and solutions tailored to meet their objectives. Hear what makes our approach to financial planning special and why our clients have trusted us to help build their legacy for over 100 years.


What happens to Medicare premiums after I get a gift?

Our wealth management Leadership

Professional headshot

john P. babcock

President

Professional headshot

thomas j. ross, jr.

President, Family Office Services Division

Professional headshot

david m. collum

Managing Principal, Chief Operating Officer

Professional headshot

John e. creamer

Managing Principal, Chief Investment Officer

Professional headshot

Jeffrey FISHER

Managing Principal, Head of Investment Strategy

Professional headshot

james e. kearney

Managing Principal, Head of Wealth Management



David G. Dietze

Managing Principal, Senior Portfolio Strategist

Professional headshot

diahann w. lassus

Managing Principal

Peter Lewis headshot

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