Claire E. Toth is a Managing Principal at Peapack Private Wealth Management.
Prior to Peapack Private, Claire was the Vice President and Financial Planner at Point View Wealth Management, Inc. Point View was a SEC registered investment advisor providing customized investment services to families, trusts and retirement plans. Claire continues to advise clients on financial, estate, and retirement planning issues, from the most complex to the most basic.
Clients include presidents and other high-level executives of publicly traded companies, Senior Managing Directors of investment banks, and successful entrepreneurs. Claire has provided strategies for equity compensation, collaring restricted stock, managing SERP investments, and negotiating golden parachutes. Other focuses include divorce planning, elder abuse, and cyber fraud.
Prior to joining Point View, Claire was of Counsel to the law firm of Herold and Haines, P.A., in Warren, New Jersey. Her practice centered on tax and business planning for closely held businesses and their owners. Before that, Claire was a Branch Chief in the Office of Passthroughs and Special Industries with the IRS Chief Counsel in Washington. Claire is currently of Counsel to the Summit firm of Bourne, Noll and Kenyon.
Claire has been active in the ABA Tax Section and the New Jersey State Bar Association. A past president of the Summit Bar Association, she writes and speaks regularly for both professional and community groups.
Claire received her A.B. and J.D. degrees from the University of Chicago, where she was elected to Phi Beta Kappa. She has an M.L.T. from Georgetown University and holds the Certified Financial Planner designation by the CFP® Board of Standards.
Active in the Summit community, Claire sits on the Summit Zoning Board, is Treasurer of Summit Downtown, Inc., and a board member of SAGE Eldercare, where she sits on the Finance and Major Gift committees. She is a member of the Finance Committees for Family Promise, St. Teresa of Avila Parish, and Impact 100 Garden State.
