A cocker spaniel dog looking off into the distance.

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

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.

There are no tax consequences when you take money out of a Roth 401(k) when you’re 59½ and you have met the five-year rule.

The healthcare sector had been outperforming the broad market for many years until recently.

All around the globe, people are emptying
their closets, discarding the unloved and unused, and retaining only those items that spark joy.

Explore Locations

Our Leadership

john P. babcock

President of 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

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