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.