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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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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 U.S. economy is beginning to show signs of fragility as the recent surge of Covid-19 cases causes some states reimpose certain restrictions in order to attempt to mitigate the spread of the disease.
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

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PETER J. LEWIS

President, Murphy Capital Management

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Clare e. wherley

Chief Executive Officer, Lassus Wherley