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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.

Visit Our New 2018 Annual Report Site

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Our Solutions

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Insights

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

One of the main questions vexing markets, is the degree to which the coronavirus will weigh on growth in the world’s second largest economy.
Can a trust own a 529 plan for a grandchild?
What happens to inherited IRA's under the Secure Act?

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

David G. Dietze

President, Point View Wealth Management

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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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diahann w. lassus

President, Lassus Wherley

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DANIEL J. LEARY III

Managing Principal, Chief Fiduciary Officer

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PETER LEWIS

President, Murphy Capital Management

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Clare e. wherley

Chief Executive Officer, Lassus Wherley