Our People

Senior Leadership Team Client Advisors Client Service Family Office Services Investment Team Trust & Fiduciary Team Wealth Administration

Peapack private Investment banking

Family office services

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Joan B. Chavez

Assistant Vice President, Client Service Officer

brian kim

Managing Director, Client Advisor

THOMAS J. ROSS, JR.

President

Samantha L. Ruggiero

Assistant Vice President, Client Service Officer

GREGORY D. SAWICKI

Senior Managing Director, Wealth Advisor

CYNTHIA FUSILLO

Managing Director, Wealth Advisor

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Assistant Vice President, Client Service Officer

Joan B. Chavez is an Assistant Vice President, Client Service Officer with Peapack Private Wealth Management. She works closely with senior advisors, financial analysts, and client service staff to drive and help oversee the behind-the-scenes operations. Joan is responsible for reviewing and evaluating current processes, account opening, initiating money transfers, and dealing with clients and managing their data. She has 35 years of financial services experience.

Previously, she worked as an Inside Sales Client Manager at E2W LTD. Joan also worked as a Vice President and Group Service Manager of the Global Private Bank Family Wealth Group at JP Morgan Chase & Co. Prior to that at Chase Manhattan Bank, NA, she served as a Vice President and Team Leader of the Private Bank Advisor Custody Group.

Joan holds a Bachelor of Science degree in Finance from Fairfield University.

THOMAS J. ROSS, JR.

President, Family Office Services

Assistant Vice President, Client Service Officer

Samantha Ruggiero is an Assistant Vice President, Client Service Officer with Peapack Private Wealth Management. She provides support for ultra high-net-worth clients and advisors, is the primary contact for custodians, leads the client onboarding process, and processes cash movement and service requests. Samantha has 10 years of financial services experience.

Prior to joining Peapack-Gladstone Bank, Samantha worked as a Personal Banker at Bank of America in New York City and as a Private Client Coordinator at AllianceBernstein in New York City. She also served as a Trust Administrative Officer II and Client Sales and Service Officer at US Trust in Florham Park, New Jersey.

Samantha holds a Bachelor’s Degree from Fordham University. She is a member of the Peapack-Gladstone Bank Cultural Ambassador’s Committee.

GREGORY D. SAWICKI, CFP^®, PFS

Senior Managing Director, Wealth Advisor

Greg Sawicki is a Senior Managing Director in the Family Office Services division of Peapack Private Wealth Management. In that role, Greg provides financial, tax and investment advice to ultra-high net worth individuals and their families. This often involves the designing and implementing of complex estate, investment, executive compensation, tax and risk planning strategies. Additional to this, Greg is responsible for the leading of the firms outside manager selection and due diligence process and is a member of the Investment Strategy Team.

Prior to his current role, Greg was the Chief Financial Officer and Chief Compliance Officer of Harvey Partners, LLC, where he was responsible for all of the accounting and tax aspects of a mid-sized Registered Investment Advisor. Before that, he was Chief Financial Officer at the investment partnership, Cedar Creek Management, LLC. Prior to that, Greg was a manager within the Hedge Fund and Private Equity Fund consulting practice at Rothstein, Kass & Company.

Greg received a Bachelor of Science degree in Accounting from Lehigh University and holds the Certified Financial Planner™ designation by the CFP® Board of Standards. He is a member of the American Institute of Certified Public Accountants and received the AICPA Standing Ovation Honors in Personal Financial Planning for contributions to the industry by advisors under age 40.

Active in his community, Greg is the former Treasurer on the Board of Trustees of Healing the Children, NJ. He participates in many community outreach programs and resides in Chester, NJ with his wife and two boys.

CYNTHIA FUSILLO, MBA, CPA, CHSN®

Managing Director, Wealth Advisor

Cynthia Fusillo is a Managing Director, Wealth Advisor in the Family Office Services division of Peapack Private Wealth Management. Cynthia’s responsibilities include tax and financial planning for ultra-high net worth individuals and families.

Prior to joining Peapack Private, Cynthia was with Lassus Wherley & Associates since 2006 focusing on tax matters for individuals and trusts. She also has experience as a Tax Manager with Rothstein, Kass & Co., PC supervising a small staff primarily responsible for the tax compliance function for high net worth individuals, trusts and partnerships. Cynthia was also a Vice President/Tax Manager with US Trust Company.

Cynthia holds a B.S. from Brooklyn College of the City of University of New York and an M.B.A in taxation from Baruch College of the City University of New York. She is a Certified Public Accountant and member of both The American Institute of Certified Public Accountants and The New Jersey Society of Certified Public Accountants. She is a regular contributor to NJMoneyhelp.com and The Planning Quarterly. Cynthia also holds the designation of Chartered Special Needs Consultant, ChSNC®, allowing her to advise families with unique financial and life planning goals and needs.

Our People

Family office services

Joan B. Chavez

brian kim

THOMAS J. ROSS, JR.

Samantha L. Ruggiero

GREGORY D. SAWICKI

CYNTHIA FUSILLO

The Weekly

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Joan B. Chavez

THOMAS J. ROSS, JR.

Samantha L. Ruggiero

GREGORY D. SAWICKI, CFP®, PFS

CYNTHIA FUSILLO, MBA, CPA, CHSN®

GREGORY D. SAWICKI, CFP^®, PFS