Our People

Christopher Colombo

Senior Managing Director, Wealth Advisor

Christopher Colombo is a Senior Managing Director, Wealth Advisor with Peapack Private Wealth Management. Chris is a planning professional and lead point of contact for new and existing individual client relationships, responsible for the development and coordination of comprehensive wealth management and financial plans. In working with individuals and family relationships, he is responsible for developing, implementing and monitoring comprehensive estate, tax and financial planning strategies while providing the firm’s one-touch client service.

Mr. Colombo has over 30 years of financial services experience. Before joining Peapack Private Wealth Management, he served as First Vice President and Sr. Trust & Estate Specialist at Merrill Lynch. As the Trust & Estate Specialist for their NY Metro Region, he specialized in devising asset management and estate planning strategies for affluent individuals and families. Prior to that Chris served as a Relationship Manager at Bessemer Trust Company, N.A. in their New York office responsible for managing high net worth individual client relationships. Mr. Colombo’s former experience also includes consulting and auditing work in public accounting with Arthur Andersen & Co.

A resident of Morganville, New Jersey, Mr. Colombo holds a B.S. in Accounting from Wake Forest University and an M.B.A. in Finance from Seton Hall University. He is a Certified Public Accountant and a member of the American Institute of CPAs.

gary walker, JD, LL.M, CFP^®

Senior Managing Director, Wealth Advisor

Gary E. Walker is a Senior Managing Director, Wealth Advisor for Peapack Private, the wealth management division of Peapack-Gladstone Bank. He is a lead point of contact for the Bank’s new and existing individual client relationships in the development and coordination of comprehensive wealth management plans, offering the Bank’s full array of customized, private banking services. In working with individuals and family relationships, he is responsible for implementing and monitoring comprehensive estate, tax and financial planning while providing the Bank’s one-touch client service.

Mr. Walker has over 35 years of experience in both the financial services and legal arenas. Before joining Peapack-Gladstone Bank, he served as Vice President, Relationship Manager at Glenmede Trust Company, N.A. As the senior wealth advisor for their Morristown and Princeton, New Jersey offices, he worked with clients and their outside advisors on estate, tax and financial planning solutions for their most complex family relationships. Prior to that Gary served as an attorney in the private law sector most recently as a Partner at Herold and Haines, P.A., specializing in estate and tax planning as well as trust and estate litigation and administration. Mr. Walker’s former experience also includes service with the Federal Bureau of Investigation (FBI) as a Special Agent.

A resident of Bernardsville, New Jersey, Mr. Walker holds a B.S. in Accounting, summa cum laude from Manhattan College, a JD, Cum Laude from Boston College Law School, a Masters of Law in Taxation (LL.M) from New York University School of Law and has earned the CERTIFIED FINANCIAL PLANNER™ certification. Gary has served as Chairman, Board of Trustees of the Mid-Jersey Chapter of the National Multiple Sclerosis Society; Member, Board of Trustees of the Somerset Hills YMCA; Member, Board of Trustees of the Somerset Hills Handicapped Riding Center; and President of the Greater Middlesex/Somerset Estate Planning Council. He is currently Second Vice President, Board of Trustees of the Estate Planning Council of Northern New Jersey and a Member, Bergen County Estate Planning Council. Gary was formerly active in coaching youth soccer, basketball, baseball and softball and has lectured for the New Jersey Skills and Methods Program for Newly Admitted Attorneys on the subjects of estate planning and administration.

claire e. toth

Vice President and Financial Planner, Point View Wealth Management

Claire E. Toth is Vice President and Financial Planner at Point View Wealth Management, Inc. Point View is a SEC registered investment advisor providing customized investment services to families, trusts and retirement plans. She advises 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. Ms. Toth 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, Ms. Toth 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, Ms. Toth was a Branch Chief in the Office of Passthroughs and Special Industries with the IRS Chief Counsel in Washington. Ms. Toth is currently of Counsel to the Summit firm of Bourne, Noll and Kenyon.

Ms. Toth has been active in the ABA Tax Section and the New Jersey State Bar Association. She has written for a number of publications, including The Tax Lawyer, the Journal of Limited Liability Companies, Taxation for Accountants, and the Journal of Asset Protection. She speaks frequently before a variety of groups, ranging from the American Bar Association to the New York Society of CPAs. Ms. Toth co-authored the recently enacted legislation permitting single member LLCs in New Jersey. She is quoted regularly in periodicals such as Business News New Jersey and The Morris County Daily Record.

Ms. Toth 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 has received the Certified Financial Planner designation by the CFP^® Board of Standards.

Active in the Summit community, Ms. Toth is Secretary of the Summit Historic Preservation Commission, 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 and St. Teresa of Avila Parish.

Client Advisors

Christopher Colombo

Wendy T. O'Ree

Gary T. Pancoast

gregory D. sawicki

Joseph E. Serzan

gary walker

Peter Wallburg

cynthia aiken

james housman

jean h. mcAllister

Dawn h. Brown

jodi a. Cirignano

patricia daquila

cynthia fusillo

lisa mcknight

betty s. thomas

claire e. toth

laura m. wolfe

colleen mccormick

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Our People

Client Advisors

Christopher Colombo

Wendy T. O'Ree

Gary T. Pancoast

gregory D. sawicki

Joseph E. Serzan

gary walker

Peter Wallburg

cynthia aiken

james housman

jean h. mcAllister

Dawn h. Brown

jodi a. Cirignano

patricia daquila

cynthia fusillo

lisa mcknight

betty s. thomas

claire e. toth

laura m. wolfe

colleen mccormick

The Weekly

Thank you for your submission!

Christopher Colombo

wendy t. o'ree

gary T. pancoast

gregory d. sawicki, CFP®, PFS

joseph e. serzan

gary walker, JD, LL.M, CFP®

Peter Wallburg

cynthia aiken

james housman

jean h. mcallister, CFP®

lisa mcknight, MBA, CFP®

claire e. toth

laura m. wolfe, CPA, CFP®

dawn h. brown

jodi a. cirignano, MBA, CFP®, CPA

gregory d. sawicki, CFP^®, PFS

gary walker, JD, LL.M, CFP^®

jean h. mcallister, CFP^®

lisa mcknight, MBA, CFP^®

laura m. wolfe, CPA, CFP^®

jodi a. cirignano, MBA, CFP^®, CPA