Senior Managing Director, Wealth Advisor
Senior Managing Director, Wealth Advisor
Senior Managing Director, Wealth Advisor
Senior Managing Director, Wealth Advisor
Senior Managing Director, Wealth Advisor
Senior Managing Director, Wealth Advisor
Senior Managing Director, Wealth Advisor
Before joining Peapack-Gladstone Bank in 2013, Gary held a position at US Trust/Bank of America Private Wealth Management, directing high-performing teams focused on innovative client development strategies and first-class portfolio management, asset allocation, tax and estate planning, as well as private banking services. He also served as managing director where he successfully led the nation in the acquisition of new wealth management relationships, repeatedly earning the distinction of Top Producing Private Client Advisor in the greater Tri-State area.
Mr. Pancoast holds a Bachelor of Science Degree in Finance from Farleigh Dickinson University where he was quarterback for the University’s football team. He is also a graduate of the Executive Certificate Program at Stanford University. Gary is Financial Industry Regulatory Authority Series 7 and Series 66 licensed, a graduate of the Cannon Financial Institute and Trust School where he is a Certified Trust Financial Advisor Candidate, and is currently pursuing Accredited Investment Fiduciary and Certified Wealth Strategist certifications.
Joseph E. Serzan is a senior managing director at Peapack-Gladstone Bank who focuses on new business development and managing institutional, not-for-profit, endowment and foundation clients.
Mr. Serzan has 38 years of financial services experience with a concentration in institutional and wealth management throughout the U.S. He has served as director of sales and marketing at BNY Mellon Transition and Beta Management. He has also held key roles at The Bank of New York serving on the Investment Policy Committees (IPC) for BNY Asset Management and Estabrook Capital Management with a concentration on asset allocation and diversified client portfolios for endowments and foundations and defined benefit pension plans. He has also held managerial positions at Chemical Bank NJ/Princeton Bank & Trust, overseeing sales personnel and service on the IPC.
Mr. Serzan is Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licensed. His professional development includes BNY Mellon continuing education in Wealth Management. He holds a Bachelor of Arts Degree in Economics from Fairfield University and MBA from Pace University, NYC. Joseph is a member of the Bloomfield College Corporate Council where he serves as a student mentor and also the Wharton Institute for the Performing Arts Corporate Advisory Council.
John Trobiano is a Senior Managing Director, Wealth Advisor for Peapack Private Wealth Management. Located in the Bank’s Teaneck office, he works closely with clients to help them develop and implement strategies and fully integrated solutions for achieving their short- and long-term financial goals. John provides customized, comprehensive planning in all aspects of each individual client’s life.
Mr. Trobiano has over 33 years of financial services experience, previously responsible for meeting the financial needs of clients throughout the Northern New Jersey region as Vice President at Wilmington Trust/M&T Bank. Prior to that he served as Senior Vice President, Director of Private Banking at Commerce Bank/TD Bank providing exclusive banking services to high-net-worth individuals, medical, accounting and legal practices. Additionally, John held equally impressive roles as Senior Vice President/Director of Private Banking at Independence Community Bank and as Senior Vice President, Manager of the Northern NJ Private Banking and Investment Sales Team at Summit Bank.
John holds a Bachelor of Arts degree in Business Administration and Accounting from Rutgers University and is a graduate of the PNC Bank Management Training program and Cannon Institute of Banking. He holds FINRA Series 7 and 66 securities licenses.
For over 20 years Mr. Trobiano has served as Treasurer of the Bergen County Bar Foundation and as a Board Member of the Bergen Community College Foundation. He is the also a member of the 200 Club of Bergen County, Supreme Court of New Jersey Attorney Ethics Committee and Fee Arbitration Committee, District IIA for Bergen County. In addition, he is the past President and Treasurer of the Hackensack Rotary Club.
Gary E. Walker is a Senior Managing Director, Wealth Private Banker 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.
Peter Wallburg is a wealth advisor responsible for working directly with high-net-worth individuals and families, foundations, endowments and not-for-profit organizations to develop and provide comprehensive wealth management advice that incorporates financial planning, lending and portfolio investment strategies.
Peter brings with him 30 years of experience in the financial services industry, serving most recently as senior director of wealth management at BNY Mellon Wealth Management where he led two groups of senior portfolio managers, wealth strategists, trust officers, and bankers for the New York-New Jersey marketplace. In previous roles at Bank of New York Mellon and Chemical Bank, Peter was instrumental in middle market lending and in the management and expansion of portfolio loans and other credit facilities, coordination of sales, business development and market initiatives in a diverse range of industries.
Peter earned an A.B. in Business Administration from Muhlenberg College and M.B.A. in Finance from the W. Paul Stillman School of Business at Seton Hall University. He is a member of the NJPAC Business Round Table; Business Board of the MAYO Performing Arts Center in Morristown, NJ; Chairman of the North NJ Board of Junior Achievement. Past President of Hanover Youth Ice Hockey League. Sponsor/Volunteer Morristown Book Festival.